Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEMMAX FINANCIAL ADVISORS INC | COM | 851 | $10,271 | 551 | 0.00 | 0.00 | 20 | 3.77 | 09-30-2023 |
MISSOURI TRUST & INVESTMENT CO | COM | 852 | $13,745 | 550 | 0.00 | 0.00 | -50 | -8.33 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 853 | $13,470 | 539 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD TRUST LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |