Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 1201 | $31,581 | 144 | 0.00 | 0.00 | 97 | 206.38 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 1202 | $31,392 | 143 | 0.00 | 0.00 | 83 | 138.33 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 70 | 100.00 | 12-31-2023 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1204 | $29,388 | 134 | 0.00 | 0.00 | 68 | 103.03 | 03-31-2024 |