Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 301 | $9,840 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
WASHINGTON TRUST CO | COM | 302 | $8,020 | 1,630 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DENALI ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NATIONAL BANK OF CANADA /FI/ | COM | 304 | $3,442 | 1,040 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |