Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RWA WEALTH PARTNERS LLC | COM | 1251 | $462,820 | 5,390 | 0.00 | 0.00 | -158 | -2.85 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1252 | $448,920 | 5,375 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST CO | COM | 1253 | $460,896 | 5,368 | 0.00 | 0.00 | 388 | 7.79 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | Liquidated | $0 | 0 | 0.00 | 5,354 | +Inf | 03-31-2024 |