Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | SHS | 201 | $46,341 | 2,850 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TORTOISE INVESTMENT MANAGEMENT LLC | SHS | 202 | $43,056 | 2,635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 2,525 | +Inf | 03-31-2024 | |
NORTH STAR INVESTMENT MANAGEMENT CORP | SHS | 204 | $34,534 | 2,113 | 0.00 | 2,113 | +Inf | 03-31-2024 |