Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SACHETTA LLC | COM | 901 | $8,508 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WASHINGTON TRUST CO | COM | 903 | $9,416 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 904 | $8,713 | 62 | 0.00 | 0.00 | 50 | 416.67 | 03-31-2024 |