Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 802 | $10,000 | 80 | 0.00 | 0.00 | 42 | 110.53 | 03-31-2023 |
CAPE INVESTMENT ADVISORY INC | COM | 803 | $9,106 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST UNITED BANK & TRUST | COM | 804 | $9,227 | 75 | 0.00 | 75 | +Inf | 03-31-2024 |