Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORTOISE INVESTMENT MANAGEMENT LLC | COM PAR $1 | 801 | $4,418 | 87 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SRS CAPITAL ADVISORS INC | COM PAR $1 | 802 | $4,478 | 83 | 0.00 | 0.00 | -1,127 | -93.14 | 12-31-2023 |
GABLES CAPITAL MANAGEMENT INC | COM PAR $1 | 803 | $4,000 | 82 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
SIGNATUREFD LLC | COM PAR USD1 | 804 | $3,898 | 78 | 0.00 | 0.00 | -143 | -64.71 | 09-30-2023 |