Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 1251 | $128,351 | 875 | 0.00 | 0.00 | 32 | 3.80 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 415 | 90.61 | 12-31-2023 |
SANDY SPRING BANK | COM | 1253 | $116,248 | 840 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1254 | $113,160 | 818 | 0.00 | 818 | +Inf | 12-31-2023 |