Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST FINANCIAL ADVISORS | CL A | 1751 | $56,466 | 366 | 0.00 | 0.00 | 67 | 22.41 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1752 | $129,000 | 350 | 0.01 | 0.01 | -92 | -20.81 | 12-31-2021 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 1753 | $53,953 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | CL A | 1754 | $53,953 | 350 | 0.00 | 0.00 | -94 | -21.17 | 03-31-2024 |