Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEVENBRIDGE FINANCIAL GROUP LLC | COM | 901 | $1,163,667 | 4,145 | 0.00 | 0.00 | -36 | -0.86 | 03-31-2024 |
SANDY SPRING BANK | COM | 902 | $1,221,469 | 4,145 | 0.00 | 0.00 | -1,175 | -22.09 | 03-31-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 903 | $1,219,851 | 4,140 | 0.00 | 0.00 | -58 | -1.38 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 904 | $1,219,942 | 4,140 | 0.00 | 0.00 | -20 | -0.48 | 03-31-2024 |