Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WASHINGTON TRUST ADVISORS INC | COM | 801 | $7,800 | 43 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 802 | $8,740 | 41 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 804 | $5,000 | 40 | 0.00 | 0.00 | -60 | -60.00 | 06-30-2022 |