Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 1051 | $19,237 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 1052 | $18,722 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 1053 | $14,000 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
GOALVEST ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 58 | +Inf | 03-31-2024 |