Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | 4.47 | 03-31-2024 |
COVESTOR LTD | COMMON | 1102 | $16,000 | 318 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 1103 | $16,286 | 315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | 1104 | $16,286 | 315 | 0.00 | 0.00 | 6 | 1.94 | 03-31-2024 |