Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | 1101 | $6,319 | 49 | 0.00 | 0.00 | -1 | -2.00 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1102 | $4,000 | 48 | 0.00 | 0.00 | -52 | -52.00 | 06-30-2022 |
FSA WEALTH MANAGEMENT LLC | Equity | 1103 | $5,779 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |