Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | 1501 | $23,000 | 646 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST UNITED BANK & TRUST | COM NEW | 1502 | $23,018 | 641 | 0.00 | 641 | +Inf | 03-31-2024 | |
NEW MILLENNIUM GROUP LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM NEW | 1504 | $22,588 | 629 | 0.00 | 0.00 | -261 | -29.33 | 03-31-2024 |