Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARYLAND CAPITAL MANAGEMENT | COM | 1601 | $267,000 | 1,115 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
ALTIUM WEALTH MANAGEMENT LLC | COM | 1602 | $273,000 | 1,114 | 0.02 | 0.02 | -5 | -0.45 | 06-30-2022 |
CLEARSTEAD ADVISORS LLC | COM | 1603 | $151,615 | 1,099 | 0.00 | 0.00 | -24 | -2.14 | 03-31-2024 |
COREFIRST BANK & TRUST | Com | 1604 | $148,865 | 1,095 | 0.00 | 1,095 | +Inf | 12-31-2023 |