Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM PAR USD.01 | 401 | $7,868 | 290 | 0.00 | 0.00 | 117 | 67.63 | 03-31-2024 |
CAMBRIDGE TRUST CO | COM PAR $.01 | 402 | $7,748 | 250 | 0.00 | 250 | +Inf | 12-31-2023 | |
GAMMA INVESTING LLC | Common Stock | 403 | $5,779 | 213 | 0.00 | 0.00 | 18 | 9.23 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM PAR $.01 | 404 | $5,725 | 211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |