Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYRUS J LAWRENCE LLC | US EQUITIES | 851 | $121,000 | 1,900 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 852 | $234,878 | 1,882 | 0.00 | 1,882 | +Inf | 12-31-2022 | |
PARALLEL ADVISORS LLC | Stock | 853 | $107,402 | 1,686 | 0.00 | 0.00 | -22 | -1.29 | 03-31-2024 |
WASHINGTON TRUST CO | COM NEW | 854 | $95,359 | 1,497 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |