Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ULLAND INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.13 | 0.53 | -10,662 | -75.55 | 12-31-2023 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 4202 | $94,904 | 3,444 | 0.00 | 0.00 | -2,382 | -40.89 | 12-31-2023 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 4203 | $97,310 | 3,380 | 0.00 | 3,380 | +Inf | 12-31-2023 | |
HAYDEN ROYAL LLC | Common Stock | 4204 | $194,000 | 3,281 | 0.45 | 3,281 | +Inf | 12-31-2021 |