Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM | 1051 | $499,897 | 5,806 | 0.00 | 0.00 | -508 | -8.05 | 03-31-2024 |
SANDY SPRING BANK | COM | 1052 | $499,306 | 5,800 | 0.00 | 0.00 | -121 | -2.04 | 03-31-2024 |
LIBERTY CAPITAL MANAGEMENT INC | COM | 1053 | $499,380 | 5,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIGH NET WORTH ADVISORY GROUP LLC | COM | 1054 | $468,315 | 5,766 | 0.00 | 0.00 | 230 | 4.15 | 12-31-2023 |