Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 351 | $4,000 | 900 | 0.00 | 900 | +Inf | 03-31-2022 | |
CUTLER GROUP LLC / CA | COM | 352 | $1,000 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | COM | 353 | $864 | 675 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 354 | $4,000 | 554 | 0.00 | 554 | +Inf | 09-30-2022 |