Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 401 | $75,222 | 2,263 | 0.00 | 0.00 | 1,828 | 420.23 | 03-31-2024 |
GABLES CAPITAL MANAGEMENT INC | COM | 402 | $82,000 | 2,000 | 0.05 | 0.06 | -500 | -20.00 | 03-31-2022 |
HARTFORD FINANCIAL MANAGEMENT INC | COM | 403 | $66,480 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 404 | $60,796 | 1,829 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |