Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SONORA INVESTMENT MANAGEMENT LLC | COM | 851 | $2,000 | 40 | 0.00 | 40 | +Inf | 09-30-2021 | |
FIRST UNITED BANK & TRUST | COM | 852 | $1,079 | 37 | 0.00 | 37 | +Inf | 03-31-2024 | |
CAPE INVESTMENT ADVISORY INC | COM | 853 | $1,032 | 36 | 0.00 | 36 | +Inf | 12-31-2023 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 854 | $1,057 | 36 | 0.00 | 36 | +Inf | 03-31-2024 |