Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 701 | $18,892 | 161 | 0.00 | 161 | +Inf | 03-31-2024 | |
PRIVATE TRUST CO NA | Com | 702 | $18,188 | 155 | 0.00 | 0.00 | -3 | -1.90 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 125 | +Inf | 03-31-2024 | |
OPAL WEALTH ADVISORS LLC | COM | 704 | $14,081 | 120 | 0.00 | 120 | +Inf | 03-31-2024 |