Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | 1001 | $5,405 | 90 | 0.00 | 0.00 | -2 | -2.17 | 03-31-2024 |
CENTRAL TRUST CO | COM | 1002 | $4,888 | 81 | 0.00 | 0.00 | 38 | 88.37 | 03-31-2024 |
TFO-TDC LLC | COM | 1003 | $4,641 | 79 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 1004 | $4,529 | 78 | 0.00 | 78 | +Inf | 12-31-2023 |