Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1551 | $61,748 | 27 | 0.00 | 0.00 | 6 | 28.57 | 12-31-2023 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 1552 | $78,000 | 27 | 0.00 | 27 | +Inf | 03-31-2024 | |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 1553 | $75,576 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 1554 | $74,588 | 26 | 0.00 | 0.00 | -10 | -27.78 | 03-31-2024 |