Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | CL B | 901 | $43,096 | 704 | 0.00 | 0.00 | 96 | 15.79 | 12-31-2023 |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 700 | +Inf | 03-31-2024 | |
FIRST UNITED BANK & TRUST | CL B | 903 | $47,075 | 700 | 0.00 | 700 | +Inf | 03-31-2024 | |
PNC MANAGED ACCOUNT SOLUTIONS INC | CL B | 904 | $37,000 | 682 | 0.01 | 682 | +Inf | 06-30-2021 |