Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 851 | $42,289 | 978 | 0.00 | 0.00 | -31 | -3.07 | 12-31-2023 |
TRUST CO | COM | 852 | $40,983 | 922 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 853 | $40,005 | 900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.02 | 875 | +Inf | 12-31-2023 |