Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTAS LLC | COM | 2551 | $254,903 | 16,971 | 0.00 | 16,971 | +Inf | 09-30-2023 | |
NORTHSTAR INVESTMENT ADVISORS LLC | COMMON STOCK | 2552 | $475,000 | 16,943 | 0.06 | 0.07 | 167 | 1.00 | 06-30-2021 |
ALLIANCE WEALTH ADVISORS LLC | COM | 2553 | $298,076 | 16,936 | 0.00 | 0.00 | -375 | -2.17 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 2554 | $284,153 | 16,934 | 0.00 | 0.00 | -1,320 | -7.23 | 12-31-2023 |