Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ERN LLC | COM | 3251 | $957,000 | 8,500 | 1.07 | 8,500 | +Inf | 06-30-2022 | |
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 3252 | $1,193,185 | 8,490 | 0.00 | 0.00 | 2,271 | 36.52 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 3253 | $1,698,340 | 8,479 | 0.00 | 0.00 | -239 | -2.74 | 03-31-2024 |
CFO4LIFE LP | COM | 3254 | $1,134,445 | 8,460 | 0.00 | 8,460 | +Inf | 12-31-2022 |