Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARYLAND CAPITAL ADVISORS INC | 07-25-2024 | 06-30-2024 | 250 | 185,712,116 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | FINANCIALS ETF | 151 | $28,067 | 281 | 0.00 | 0.00 | -143 | -33.73 | 06-30-2024 |
| ARES CAPITAL CORP | COM | 152 | $27,801 | 1,334 | 0.00 | 1,334 | +Inf | 06-30-2024 | |
| WEYERHAEUSER CO MTN BE | COM NEW | 153 | $27,794 | 979 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 154 | $26,800 | 350 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
