Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST ADVISORS INC | COM | 2251 | $602,963 | 4,169 | 0.00 | 0.00 | -111 | -2.59 | 12-31-2023 |
CURI WEALTH MANAGEMENT LLC | COM | 2252 | $602,807 | 4,168 | 0.00 | 0.00 | -798 | -16.07 | 12-31-2023 |
PEKIN HARDY STRAUSS INC | COM | 2253 | $494,016 | 4,150 | 0.00 | 0.00 | -75 | -1.78 | 06-30-2023 |
DELPHIA (USA) INC | COM | 2254 | $530,000 | 4,147 | 0.36 | 4,147 | +Inf | 06-30-2022 |