Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPASS WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 35 | +Inf | 03-31-2024 | |
REGISTER FINANCIAL ADVISORS LLC | COM | 1902 | $3,730 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
WASHINGTON TRUST ADVISORS INC | COM | 1903 | $3,730 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Stock | 1904 | $3,516 | 33 | 0.00 | 33 | +Inf | 03-31-2024 |