Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 251 | $23,861 | 1,060 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SANDY SPRING BANK | COM | 252 | $21,305 | 1,050 | 0.00 | 0.00 | 1,000 | 2000.00 | 03-31-2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 253 | $20,858 | 1,028 | 0.00 | 0.00 | -7,470 | -87.90 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 254 | $56,000 | 914 | 0.01 | 0.01 | -80 | -8.05 | 09-30-2021 |