Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONSOLIDATED PLANNING CORP | CAP STK CL A | 2451 | $3,889,617 | 25,771 | 0.00 | 0.00 | 1,790 | 7.46 | 03-31-2024 |
INLET PRIVATE WEALTH LLC | CAP STK CL A | 2452 | $3,599,672 | 25,769 | 0.00 | 0.00 | -6,505 | -20.16 | 12-31-2023 |
FIRST UNITED BANK & TRUST | CAP STK CL A | 2453 | $3,887,202 | 25,755 | 0.00 | 25,755 | +Inf | 03-31-2024 | |
PHOCAS FINANCIAL CORP | CAP STK CL A | 2454 | $3,368,598 | 25,742 | 0.00 | 0.00 | 153 | 0.60 | 09-30-2023 |