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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTERNL DIVID | 851 | $30,811 | 1,270 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EAGLE MATERIALS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | US REGNL BKS ETF | 853 | $30,714 | 708 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TC ENERGY CORP | COM | 854 | $30,150 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
