Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY WEALTH MANAGERS INC | Stock | 351 | $17,015,393 | 253,999 | 0.00 | 0.00 | 2,403 | 0.96 | 03-31-2024 |
HOSKING PARTNERS LLP | COM | 352 | $16,986,118 | 253,562 | 0.00 | 0.00 | -786 | -0.31 | 03-31-2024 |
WASHINGTON TRUST CO | COM | 353 | $16,898,093 | 252,248 | 0.00 | 0.00 | -779 | -0.31 | 03-31-2024 |
CERITY PARTNERS LLC | COM | 354 | $15,357,742 | 250,082 | 0.00 | 0.00 | -87,829 | -25.99 | 12-31-2023 |