Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DECISIONPOINT FINANCIAL LLC | COM | 901 | $25,846 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
FIRST UNITED BANK & TRUST | COM | 902 | $26,316 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
GOALVEST ADVISORY LLC | REIT | 903 | $25,658 | 195 | 0.00 | 0.00 | -20 | -9.30 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | REIT | 904 | $24,186 | 188 | 0.00 | 0.00 | -9 | -4.57 | 09-30-2023 |