Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STATE OF WYOMING | COM | 1001 | $121,155 | 1,142 | 0.00 | 1,142 | +Inf | 06-30-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 1002 | $162,000 | 1,130 | 0.03 | 0.02 | 263 | 30.33 | 09-30-2021 |
WASHINGTON TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 55 | 5.12 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -17 | -1.52 | 03-31-2024 |