Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTITUDE FAMILY OFFICE LLC | Stock | 1401 | $16,367 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1402 | $67,000 | 118 | 0.00 | 0.01 | -344 | -74.46 | 12-31-2021 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1403 | $16,090 | 116 | 0.00 | 116 | +Inf | 03-31-2024 | |
WASHINGTON TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 2.80 | 12-31-2023 |