Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDY SPRING BANK | 05-07-2024 | 03-31-2024 | 1994 | 2,195,382,893 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIREXION SHS ETF TR | DAILY S&P BULL | 1851 | $986 | 20 | 0.00 | 0.00 | -10 | -33.33 | 03-31-2024 |
| CITIZENS FINL GROUP INC | COM | 1852 | $980 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1853 | $960 | 38 | 0.00 | 0.00 | -862 | -95.78 | 03-31-2024 |
| VERADIGM INC | COM | Liquidated | $0 | 0 | 0.00 | 90 | +Inf | 03-31-2024 |
