Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDY SPRING BANK | COM | 551 | $94,631 | 450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 552 | $67,000 | 436 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 553 | $74,178 | 390 | 0.00 | 390 | +Inf | 06-30-2023 | |
HEADLANDS TECHNOLOGIES LLC | COM | 554 | $74,232 | 353 | 0.00 | 353 | +Inf | 03-31-2024 |