Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | 2951 | $716,642 | 1,449 | 0.00 | 0.00 | -16 | -1.09 | 03-31-2024 |
ANGELES WEALTH MANAGEMENT LLC | COM | 2952 | $730,067 | 1,448 | 0.00 | 0.00 | -341 | -19.06 | 09-30-2023 |
BOUCHEY FINANCIAL GROUP LTD | COM | 2953 | $716,326 | 1,448 | 0.00 | 0.00 | 112 | 8.38 | 03-31-2024 |
BARON WEALTH MANAGEMENT LLC | COM | 2954 | $728,555 | 1,445 | 0.00 | 0.00 | 31 | 2.19 | 09-30-2023 |