Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 801 | $34,226 | 458 | 0.00 | 0.00 | -109 | -19.22 | 03-31-2024 |
TOBAM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 393 | 2620.00 | 03-31-2024 |
FIRST UNITED BANK & TRUST | COM | 803 | $29,892 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
MONETARY MANAGEMENT GROUP INC | COM | 804 | $29,892 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |