Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 1051 | $13,644 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1052 | $13,099 | 576 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1053 | $11,067 | 542 | 0.00 | 0.00 | 159 | 41.51 | 12-31-2023 |
CAITLIN JOHN LLC | COM | 1054 | $10,373 | 508 | 0.00 | 508 | +Inf | 12-31-2023 |