Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGISTER FINANCIAL ADVISORS LLC | FNF GROUP COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SANDY SPRING BANK | FNF GROUP COM | 1152 | $2,092 | 41 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TOTH FINANCIAL ADVISORY CORP | FNF GROUP COM | 1153 | $2,124 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WINCH ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 2.70 | 12-31-2023 |