Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATHWAY FINANCIAL ADVISERS LLC | COM | 2501 | $172,187 | 1,697 | 0.00 | 1,697 | +Inf | 03-31-2024 | |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 2502 | $170,558 | 1,682 | 0.00 | 1,682 | +Inf | 03-31-2024 | |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 2503 | $168,459 | 1,661 | 0.00 | 0.00 | -6,437 | -79.49 | 03-31-2024 |
AMERICAN NATIONAL BANK | COM | 2504 | $168,459 | 1,661 | 0.00 | 0.00 | 26 | 1.59 | 03-31-2024 |