Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1801 | $13,000 | 354 | 0.00 | 0.00 | 240 | 210.53 | 03-31-2022 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 1802 | $11,564 | 351 | 0.00 | 351 | +Inf | 03-31-2024 | |
WASHINGTON TRUST ADVISORS INC | COM | 1803 | $11,372 | 345 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LFA - LUGANO FINANCIAL ADVISORS SA | COM | 1804 | $11,371 | 345 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |