Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DSM CAPITAL PARTNERS LLC | Common Stock | 1401 | $51,508 | 206 | 0.00 | 0.00 | 41 | 24.85 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 1402 | $50,288 | 201 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOESE & CO LLP | COMMON STOCK | 1403 | $48,786 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUE WEALTH DESIGN LLC | COM | 1404 | $50,008 | 200 | 0.00 | 200 | +Inf | 03-31-2024 |