Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNOLLY SARAH T | Com | 2701 | $283,960 | 4,675 | 0.03 | 0.00 | -39,860 | -89.50 | 12-31-2023 |
GOALFUSION WEALTH MANAGEMENT LLC | COM | 2702 | $297,821 | 4,660 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 2703 | $297,630 | 4,657 | 0.00 | 0.00 | 757 | 19.41 | 03-31-2024 |
PRAIRIE SKY FINANCIAL GROUP LLC | Common Stock | 2704 | $282,759 | 4,655 | 0.00 | 0.00 | 64 | 1.39 | 12-31-2023 |