Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | CL A | 1051 | $90,432 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | CL A | 1052 | $78,173 | 286 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $77,373 | 281 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO LLC | COM | 1054 | $77,000 | 281 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |