Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 3201 | $188,721 | 919 | 0.00 | 0.00 | -6 | -0.65 | 03-31-2024 |
KNUFF & CO LLC | COM | 3202 | $187,188 | 912 | 0.00 | 0.00 | 750 | 462.96 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 3203 | $167,559 | 907 | 0.00 | 0.00 | 43 | 4.98 | 09-30-2023 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 3204 | $185,135 | 902 | 0.00 | 0.00 | 29 | 3.32 | 03-31-2024 |