Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 3401 | $35,000 | 81 | 0.01 | 0.02 | -162 | -66.67 | 06-30-2022 |
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 81 | +Inf | 12-31-2023 | |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 3403 | $36,844 | 81 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 3404 | $36,390 | 80 | 0.00 | 0.00 | 10 | 14.29 | 03-31-2024 |