Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO LLC | COM | 951 | $18,000 | 120 | 0.00 | 120 | +Inf | 12-31-2023 | |
VENTURI WEALTH MANAGEMENT LLC | COM | 952 | $26,760 | 119 | 0.00 | 0.00 | 40 | 50.63 | 03-31-2024 |
CENTERPOINT ADVISORS LLC | COM | 953 | $26,000 | 117 | 0.01 | 0.01 | -21 | -15.22 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 954 | $25,635 | 114 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |