Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPOUTING ROCK ASSET MANAGEMENT LLC | COM | 1401 | $832,090 | 1,489 | 0.00 | 0.00 | -87 | -5.52 | 09-30-2023 |
FULTON BANK NA | COM | 1402 | $1,126,064 | 1,477 | 0.00 | 0.00 | -349 | -19.11 | 03-31-2024 |
STERLING INVESTMENT COUNSEL LLC | COM | 1403 | $1,114,629 | 1,462 | 0.00 | 0.00 | 108 | 7.98 | 03-31-2024 |
BURT WEALTH ADVISORS | COM | 1404 | $1,113,104 | 1,460 | 0.00 | 1,460 | +Inf | 03-31-2024 |