Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 112 | +Inf | 03-31-2024 | |
SANDY SPRING BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -69 | -38.12 | 12-31-2023 |
ATLAS CAPITAL ADVISORS LLC | Equity | 1653 | $6,359 | 110 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | COM | 1654 | $5,000 | 110 | 0.00 | 0.00 | 77 | 233.33 | 03-31-2022 |