Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 401 | $71,000 | 1,876 | 0.05 | 0.01 | 1,646 | 715.65 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 402 | $70,017 | 1,860 | 0.00 | 0.00 | 30 | 1.64 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 403 | $65,696 | 1,758 | 0.00 | 1,758 | +Inf | 03-31-2024 | |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 404 | $65,042 | 1,728 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |