Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDY SPRING BANK | COM | 1351 | $1,449 | 45 | 0.00 | 0.00 | 1 | 2.27 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 1352 | $1,000 | 43 | 0.00 | 0.00 | -22 | -33.85 | 03-31-2024 |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 21 | 105.00 | 12-31-2023 |
SACHETTA LLC | COM | 1354 | $1,395 | 39 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |