Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 801 | $10,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ZRC WEALTH MANAGEMENT LLC | COM | 802 | $13,805 | 100 | 0.00 | 0.00 | -87 | -46.52 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 803 | $11,161 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GODSEY & GIBB INC | COM | 804 | $13,805 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |