Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRB CORP | COM | 1701 | $789,136 | 6,200 | 0.00 | 6,200 | +Inf | 03-31-2024 | |
MARYLAND CAPITAL MANAGEMENT | COM | 1702 | $634,000 | 6,197 | 0.05 | 0.05 | -206 | -3.22 | 09-30-2022 |
CVA FAMILY OFFICE LLC | COM | 1703 | $718,241 | 6,188 | 0.00 | 0.00 | -106 | -1.68 | 12-31-2023 |
SMITH SALLEY WEALTH MANAGEMENT | COM | 1704 | $786,017 | 6,175 | 0.00 | 6,175 | +Inf | 03-31-2024 |