Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST ADVISORS INC | COM | 451 | $6,031 | 269 | 0.00 | 0.00 | -21 | -7.24 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 452 | $8,000 | 263 | 0.00 | 0.00 | -6 | -2.23 | 06-30-2021 |
JONES FINANCIAL COMPANIES LLLP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 169 | 196.51 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 454 | $6,000 | 243 | 0.00 | 0.00 | 194 | 395.92 | 12-31-2021 |