Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | SHS | 2501 | $279,543 | 3,151 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
WASHINGTON TRUST ADVISORS INC | SHS | 2502 | $274,523 | 3,150 | 0.00 | 0.00 | 1,608 | 104.28 | 03-31-2024 |
GLOBAL TRUST ASSET MANAGEMENT LLC | SHS | 2503 | $274,348 | 3,148 | 0.00 | 0.00 | 1,409 | 81.02 | 03-31-2024 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | SHS | 2504 | $257,849 | 3,130 | 0.00 | 3,130 | +Inf | 12-31-2023 |