Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORTOISE INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -36.36 | 12-31-2023 |
CASTLEVIEW PARTNERS LLC | COM | 1802 | $77,841 | 346 | 0.00 | 0.00 | 321 | 1284.00 | 12-31-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1803 | $90,188 | 344 | 0.00 | 0.00 | -567 | -62.24 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1804 | $90,313 | 344 | 0.00 | 0.00 | 319 | 1276.00 | 03-31-2024 |