Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $62,570 | 124 | 0.00 | 0.00 | 124 | +Inf | 03-31-2024 |
FIRST UNITED BANK & TRUST | COM | 3652 | $62,570 | 124 | 0.00 | 124 | +Inf | 03-31-2024 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 3653 | $59,543 | 118 | 0.00 | 0.00 | -8 | -6.35 | 03-31-2024 |
FIRST COMMAND FINANCIAL SERVICES INC | COM | 3654 | $57,212 | 117 | 0.00 | 0.00 | -8 | -6.40 | 06-30-2023 |