Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 2251 | $16,197 | 49 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 2252 | $14,074 | 47 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CEDAR MOUNTAIN ADVISORS LLC | COM | 2253 | $17,070 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRAIRIEVIEW PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -65 | -58.04 | 12-31-2023 |