Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARQUETTE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST CO | COM | 952 | $6,534 | 16 | 0.00 | 0.00 | 2 | 14.29 | 06-30-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 953 | $5,717 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | 954 | $5,717 | 14 | 0.00 | 0.00 | 3 | 27.27 | 06-30-2024 |