Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST UNITED BANK & TRUST | COM | 401 | $16,167 | 175 | 0.00 | 175 | +Inf | 03-31-2024 | |
SMITHFIELD TRUST CO | COM | 402 | $13,000 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 403 | $11,178 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 404 | $11,085 | 120 | 0.00 | 120 | +Inf | 03-31-2024 |