Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KB FINANCIAL PARTNERS LLC | COM | 1051 | $51,000 | 60 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |
SMITHFIELD TRUST CO | COM | 1052 | $56,000 | 56 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WASHINGTON TRUST CO | COM | 1053 | $67,738 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1054 | $33,000 | 54 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |