Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST UNITED BANK & TRUST | COM | 801 | $29,892 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
MONETARY MANAGEMENT GROUP INC | COM | 802 | $29,892 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 803 | $29,743 | 398 | 0.00 | 0.00 | -83 | -17.26 | 03-31-2024 |
HM PAYSON & CO | COM | 804 | $29,030 | 394 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |