Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM | 2701 | $582,334 | 482 | 0.00 | 0.00 | 108 | 28.88 | 12-31-2023 |
WASHINGTON TRUST BANK | COM | 2702 | $538,033 | 482 | 0.00 | 0.00 | 53 | 12.35 | 12-31-2023 |
KLINGMAN & ASSOCIATES LLC | COM | 2703 | $637,523 | 481 | 0.00 | 0.00 | 14 | 3.00 | 03-31-2024 |
KPP ADVISORY SERVICES LLC | Common Stock | 2704 | $534,687 | 479 | 0.00 | 479 | +Inf | 12-31-2023 |