Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERPAR ADVISORS LLC | COM | 1651 | $1,339,344 | 7,619 | 0.00 | 7,619 | +Inf | 03-31-2024 | |
HORIZON WEALTH MANAGEMENT LLC | COM | 1652 | $1,338,465 | 7,614 | 0.00 | 0.00 | -544 | -6.67 | 03-31-2024 |
MCCARTHY ASSET MANAGEMENT INC | COM | 1653 | $2,017,000 | 7,605 | 1.58 | 7,605 | +Inf | 09-30-2022 | |
SANDY SPRING BANK | COM | 1654 | $1,336,460 | 7,603 | 0.00 | 0.00 | -309 | -3.91 | 03-31-2024 |