Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 75.00 | 12-31-2023 |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 1452 | $481 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST CO | COM | 1453 | $481 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | COM | 1454 | $482 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |