Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDY SPRING BANK | COM | 1401 | $7,828 | 140 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FORMULAFOLIO INVESTMENTS LLC | COM | 1402 | $8,000 | 131 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1403 | $7,448 | 130 | 0.00 | 130 | +Inf | 03-31-2024 | |
FINANCIAL FREEDOM LLC | COM | 1404 | $7,132 | 128 | 0.00 | 0.00 | 3 | 2.40 | 12-31-2023 |