Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | 601 | $6,031 | 39 | 0.00 | 0.00 | -1 | -2.50 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 602 | $5,703 | 37 | 0.00 | 0.00 | 20 | 117.65 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 603 | $5,702 | 37 | 0.00 | 0.00 | -8 | -17.78 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 604 | $4,767 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |