Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDY SPRING BANK | COM | 601 | $63,824 | 730 | 0.00 | 0.00 | -70 | -8.75 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 602 | $57,868 | 722 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 603 | $63,124 | 722 | 0.00 | 722 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | COM | 604 | $64,071 | 700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |