Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | 1601 | $200,396 | 1,447 | 0.00 | 0.00 | 1 | 0.07 | 06-30-2024 |
PORTSIDE WEALTH GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -120 | -7.69 | 06-30-2024 |
ETHOS FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.04 | 1,434 | +Inf | 06-30-2024 | |
MARATHON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 1,434 | +Inf | 06-30-2024 |