Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE INVESTMENT ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 35 | +Inf | 12-31-2023 | |
USA FINANCIAL FORMULAS | COM NEW | Liquidated | $0 | 0 | 0.00 | 35 | +Inf | 12-31-2023 | |
WASHINGTON TRUST CO | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BAY HARBOR WEALTH MANAGEMENT LLC | Common Stock | 654 | $1,401 | 33 | 0.00 | 0.00 | -1 | -2.94 | 03-31-2024 |