Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -18 | -40.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | 703 | $4,478 | 26 | 0.00 | 0.00 | 4 | 18.18 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 704 | $2,845 | 25 | 0.00 | 25 | +Inf | 06-30-2023 |