Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPECTRUM WEALTH COUNSEL LLC | COM | 1551 | $19,664 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WFA OF SAN DIEGO LLC | COM | 1552 | $12,995 | 150 | 0.00 | 150 | +Inf | 09-30-2023 | |
LEGACY BRIDGE LLC | COM | 1553 | $19,664 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST UNITED BANK & TRUST | COM | 1554 | $19,664 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |