Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANNAPOLIS FINANCIAL SERVICES LLC | 04-17-2024 | 03-31-2024 | 355 | 303,685,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC NEW | CL A | 251 | $34,062 | 135 | 0.00 | 135 | +Inf | 03-31-2024 | |
| TARGET CORP | COM | 252 | $33,744 | 190 | 0.00 | 0.00 | 1 | 0.53 | 03-31-2024 |
| PEPSICO INC | COM | 253 | $32,727 | 187 | 0.00 | 0.00 | -465 | -71.32 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 254 | $32,519 | 775 | 0.00 | 0.00 | -360 | -31.72 | 03-31-2024 |
