Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1051 | $4,824 | 28 | 0.00 | 0.00 | 8 | 40.00 | 03-31-2024 |
CAITLIN JOHN LLC | COMMON STOCK | 1052 | $4,232 | 27 | 0.00 | 27 | +Inf | 12-31-2023 | |
SANDY SPRING BANK | COMMON STOCK | 1053 | $4,713 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTRAL TRUST CO | COMMON STOCK | 1054 | $4,309 | 25 | 0.00 | 0.00 | -23 | -47.92 | 03-31-2024 |