Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $15,960 | 414 | 0.00 | 0.00 | 414 | +Inf | 03-31-2024 |
SANDY SPRING BANK | COM | 652 | $15,420 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 653 | $11,000 | 388 | 0.00 | 388 | +Inf | 09-30-2022 | |
VENTURI WEALTH MANAGEMENT LLC | COM | 654 | $14,765 | 383 | 0.00 | 383 | +Inf | 03-31-2024 |