Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADERO PARTNERS LLC | COM | 3401 | $201,700 | 1,191 | 0.00 | 1,191 | +Inf | 03-31-2024 | |
PHOENIX WEALTH ADVISORS | COM | 3402 | $200,621 | 1,185 | 0.00 | 1,185 | +Inf | 03-31-2024 | |
FIRST UNITED BANK & TRUST | COM | 3403 | $198,081 | 1,170 | 0.00 | 1,170 | +Inf | 03-31-2024 | |
TIDEMARK LLC | Common Stock | 3404 | $197,913 | 1,169 | 0.00 | 1,169 | +Inf | 03-31-2024 |