Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST UNITED BANK & TRUST | COM | 1201 | $14,425 | 509 | 0.00 | 509 | +Inf | 03-31-2024 | |
ABLE WEALTH MANAGEMENT LLC | Stock | 1202 | $12,277 | 508 | 0.00 | 508 | +Inf | 12-31-2023 | |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1203 | $14,170 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1204 | $14,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |