Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASTRANTUS LTD | COM | 1051 | $210,000 | 2,600 | 0.35 | 2,600 | +Inf | 03-31-2022 | |
ALLSQUARE WEALTH MANAGEMENT LLC | REIT | 1052 | $143,358 | 2,540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST CO | COM | 1053 | $139,012 | 2,463 | 0.00 | 0.00 | -10 | -0.40 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | REIT | 1054 | $137,897 | 2,443 | 0.00 | 0.00 | 330 | 15.62 | 03-31-2024 |