Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 551 | $175 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BALDWIN BROTHERS LLC/MA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SANDY SPRING BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KOZAK & ASSOCIATES INC | Stock | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 12-31-2023 |