Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST BANK | COM | 301 | $323,876 | 20,990 | 0.00 | 0.00 | -1 | -0.00 | 12-31-2023 |
SHELL ASSET MANAGEMENT CO | COM | 302 | $235,000 | 20,816 | 0.01 | 0.01 | 5,223 | 33.50 | 06-30-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 303 | $344,600 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 304 | $319,000 | 20,000 | 0.01 | 0.00 | 0 | 0.00 | 12-31-2023 |