Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | COM NEW | 1451 | $35,910 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM NEW | Liquidated | $0 | 0 | 0.00 | 994 | +Inf | 12-31-2023 | |
MARYLAND CAPITAL ADVISORS INC | COM NEW | 1453 | $35,156 | 979 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM NEW | 1454 | $35,000 | 979 | 0.03 | 979 | +Inf | 03-31-2024 |