Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 3301 | $38,000 | 450 | 0.00 | 450 | +Inf | 06-30-2021 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3302 | $24,950 | 447 | 0.00 | 0.00 | -24 | -5.10 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 3303 | $35,095 | 440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEPH & CO | COM | 3304 | $34,935 | 438 | 0.00 | 0.00 | 288 | 192.00 | 03-31-2024 |