Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | SHS | 801 | $26,000 | 1,250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
RFP FINANCIAL GROUP LLC | NCLH | 802 | $25,995 | 1,242 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | SHS | 803 | $25,116 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 804 | $25,667 | 1,179 | 0.00 | 1,179 | +Inf | 06-30-2023 |