Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1651 | $34,629 | 384 | 0.00 | 384 | +Inf | 12-31-2023 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1652 | $34,000 | 384 | 0.01 | 0.00 | -168 | -30.43 | 12-31-2023 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1653 | $34,629 | 384 | 0.00 | 0.00 | -102 | -20.99 | 12-31-2023 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 1654 | $30,741 | 369 | 0.00 | 0.00 | -6 | -1.60 | 12-31-2023 |