Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARYLAND CAPITAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HOOVER FINANCIAL ADVISORS INC | COM | 2353 | $7,000 | 98 | 0.00 | 0.00 | 73 | 292.00 | 06-30-2021 |
RED TORTOISE LLC | Stock | Liquidated | $0 | 0 | 0.00 | 97 | +Inf | 12-31-2023 |