Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 1351 | $7,602 | 91 | 0.00 | 0.00 | -12 | -11.65 | 12-31-2023 |
RFP FINANCIAL GROUP LLC | ON | 1352 | $8,366 | 90 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
WASHINGTON TRUST CO | COM | 1353 | $6,472 | 88 | 0.00 | 0.00 | -1 | -1.12 | 03-31-2024 |
RETIREMENT GROUP LLC | COM | 1354 | $6,399 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |