Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SA MASON LLC | COM | 1151 | $105,815 | 1,847 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LFA - LUGANO FINANCIAL ADVISORS SA | COM | 1152 | $98,961 | 1,770 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WASHINGTON TRUST CO | COM | 1153 | $96,477 | 1,684 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 1154 | $94,529 | 1,650 | 0.00 | 0.00 | -95 | -5.44 | 03-31-2024 |