Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDY SPRING BANK | COM | 1301 | $3,918 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NAPLES MONEY MANAGEMENT LLC | Stock | 1302 | $3,436 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1303 | $3,229 | 50 | 0.00 | 50 | +Inf | 09-30-2023 | |
MAIN STREET GROUP LTD | COMMON STOCK | 1304 | $4,052,000 | 50 | 0.00 | 50 | +Inf | 12-31-2023 |