Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIA ADVISORY GROUP LLC | COM | 1551 | $369,632 | 5,703 | 0.00 | 5,703 | +Inf | 12-31-2023 | |
SANDY SPRING BANK | COM | 1552 | $122,088 | 5,628 | 0.00 | 0.00 | -3,000 | -34.77 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 1553 | $185,245 | 5,357 | 0.00 | 0.02 | -2,385 | -30.81 | 03-31-2023 |
ROOSEVELT INVESTMENT GROUP LLC | COM | 1554 | $201,000 | 5,292 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |