Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1751 | $231,000 | 2,485 | 0.01 | 2,485 | +Inf | 03-31-2021 | |
SYON CAPITAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 2,471 | +Inf | 12-31-2023 | |
WASHINGTON TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,136 | -76.73 | 12-31-2023 |
COASTAL INVESTMENT ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |