Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FOUR ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,385 | +Inf | 12-31-2023 | |
CAMPBELL WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.06 | 1,372 | +Inf | 12-31-2023 | |
COVESTOR LTD | COMMON | 1253 | $179,000 | 1,358 | 0.11 | 0.02 | 1,065 | 363.48 | 03-31-2024 |
SANDY SPRING BANK | COM | 1254 | $173,950 | 1,318 | 0.00 | 0.00 | 400 | 43.57 | 03-31-2024 |