Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 3601 | $140,000 | 314 | 0.02 | 0.02 | -9 | -2.79 | 03-31-2022 |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 3602 | $112,000 | 306 | 0.07 | 0.09 | 6 | 2.00 | 06-30-2022 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 3603 | $153,903 | 305 | 0.00 | 0.00 | 19 | 6.64 | 03-31-2024 |
AXIOM INVESTMENT MANAGEMENT LLC | COM | 3604 | $84,000 | 303 | 0.17 | 303 | +Inf | 09-30-2022 |