Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MML INVESTORS SERVICES LLC | COM | 551 | $1,117,000 | 9,769 | 0.01 | 0.01 | -1,513 | -13.41 | 12-31-2023 |
WASHINGTON TRUST ADVISORS INC | COM | 552 | $1,240,924 | 9,602 | 0.00 | 0.00 | 50 | 0.52 | 03-31-2024 |
USCA RIA LLC | COM | 553 | $1,152,000 | 9,602 | 0.07 | 0.07 | 50 | 0.52 | 06-30-2021 |
PRUDENTIAL PLC | COM | 554 | $1,077,661 | 9,569 | 0.00 | 0.00 | 1,370 | 16.71 | 06-30-2023 |