Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS CAPITAL ADVISORS INC | Common Stock | 2501 | $175,140 | 2,502 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | CL A | 2502 | $174,370 | 2,491 | 0.00 | 0.00 | -64 | -2.50 | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | CL A | 2503 | $170,762 | 2,439 | 0.00 | 0.00 | 902 | 58.69 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | CL A | 2504 | $170,009 | 2,429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |