Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 351 | $9,447 | 123 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | COM | 352 | $8,361 | 116 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 | |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 |