Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 1103 | $70,126 | 202 | 0.00 | 202 | +Inf | 03-31-2024 | |
INTELLIGENT FINANCIAL STRATEGIES | COM | 1104 | $59,510 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |