Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 8.33 | 12-31-2023 |
OPAL WEALTH ADVISORS LLC | COM | 1002 | $2,275 | 12 | 0.00 | 12 | +Inf | 03-31-2024 | |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 12 | +Inf | 12-31-2023 | |
FRAZIER FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 03-31-2024 |