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 |
|---|---|---|---|---|---|---|---|---|---|
| NU SKIN ENTERPRISES INC | CL A | 751 | $42,529 | 3,075 | 0.00 | 3,075 | +Inf | 03-31-2024 | |
| COHEN & STEERS INFRASTRUCTUR | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| V.F. CORPORATION | COM | 753 | $42,522 | 2,772 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TRUST US EQUITY OPPORTUNITIES ETF | US EQTY OPPT ETF | 754 | $42,320 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
