Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 3301 | $96,263 | 159 | 0.00 | 0.00 | -160 | -50.16 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 3302 | $60,000 | 158 | 0.02 | 0.00 | 111 | 236.17 | 09-30-2023 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3303 | $76,440 | 157 | 0.00 | 157 | +Inf | 12-31-2023 | |
WASHINGTON TRUST CO | COM | 3304 | $94,136 | 155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |