Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | CL A | 601 | $5,069 | 179 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | CL A | 602 | $4,956 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NAPLES MONEY MANAGEMENT LLC | Stock | 603 | $4,418 | 156 | 0.00 | 0.00 | 8 | 5.41 | 03-31-2024 |
WASHINGTON TRUST CO | CL A | 604 | $4,333 | 153 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |