Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1001 | $11,491 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 239 | +Inf | 12-31-2023 | |
VOISARD ASSET MANAGEMENT GROUP INC | COM | 1003 | $11,444 | 239 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 1004 | $11,348 | 237 | 0.00 | 237 | +Inf | 03-31-2024 |