Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CNB BANK | COM UT LTD PTN | 1601 | $14,157 | 900 | 0.00 | 900 | +Inf | 03-31-2024 | |
TORTOISE INVESTMENT MANAGEMENT LLC | COM UT LTD PTN | 1602 | $14,157 | 900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VIMA LLC | COM | 1603 | $11,173 | 896 | 0.00 | 0.00 | 894 | 44700.00 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -118 | -11.68 | 03-31-2024 |