Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST BANK | COM | 1151 | $293,201 | 2,244 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LVM CAPITAL MANAGEMENT LTD/MI | COM | 1152 | $311,000 | 2,242 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
ADVISORY ALPHA LLC | COM | 1153 | $292,356 | 2,237 | 0.00 | 2,237 | +Inf | 12-31-2023 | |
WALDRON PRIVATE WEALTH LLC | COM | 1154 | $292,000 | 2,236 | 0.01 | 0.01 | 49 | 2.24 | 12-31-2023 |