Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL INSIGHTS INC | COM | 1401 | $254,061 | 453 | 0.00 | 453 | +Inf | 03-31-2024 | |
INDEX FUND ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 450 | +Inf | 12-31-2023 | |
NORTHSTAR ADVISORY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 448 | +Inf | 12-31-2023 | |
SANDY SPRING BANK | COM | 1404 | $249,575 | 445 | 0.00 | 0.00 | -141 | -24.06 | 03-31-2024 |