Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | 1001 | $6,785 | 83 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CONTINUUM ADVISORY LLC | Stock | 1002 | $6,542 | 80 | 0.00 | 80 | +Inf | 06-30-2024 | |
AMELIORA WEALTH MANAGEMENT LTD | COM | 1003 | $6,542 | 80 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ORION CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 03-31-2024 |