Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST UNITED BANK & TRUST | COM | 1151 | $28,956 | 195 | 0.00 | 195 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 1152 | $30,741 | 191 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1153 | $33,000 | 188 | 0.00 | 0.00 | 1 | 0.53 | 06-30-2021 |
NBC SECURITIES INC | Stock | 1154 | $27,000 | 185 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |