Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST CO | COM | 451 | $658 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 452 | $770 | 22 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
QUENT CAPITAL LLC | Stock | 453 | $609 | 21 | 0.00 | 0.00 | 4 | 23.53 | 03-31-2024 |
IFP ADVISORS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 17 | 566.67 | 12-31-2023 |