Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST BANK | COM | 401 | $244,116 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INCEPTIONR LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,183 | +Inf | 12-31-2023 | |
MORAN WEALTH MANAGEMENT LLC | COM | 403 | $230,984 | 1,164 | 0.00 | 0.00 | -98 | -7.77 | 09-30-2023 |
B RILEY WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -220 | -16.14 | 12-31-2023 |