Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERSANT CAPITAL MANAGEMENT INC | Stock | 601 | $12,900 | 182 | 0.00 | 0.00 | -9 | -4.71 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 602 | $10,306 | 165 | 0.00 | 165 | +Inf | 12-31-2023 | |
CETERA TRUST COMPANY NA | COM | 603 | $10,119 | 162 | 0.00 | 162 | +Inf | 12-31-2023 | |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 604 | $9,218 | 154 | 0.00 | 0.00 | 1 | 0.65 | 12-31-2023 |