Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1451 | $12,406 | 132 | 0.00 | 132 | +Inf | 12-31-2023 | |
CAPE INVESTMENT ADVISORY INC | COM | 1452 | $12,482 | 132 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST UNITED BANK & TRUST | COM | 1453 | $13,560 | 130 | 0.00 | 130 | +Inf | 03-31-2024 | |
JONES FINANCIAL COMPANIES LLLP | COM | 1454 | $13,247 | 127 | 0.00 | 0.00 | 29 | 29.59 | 03-31-2024 |