Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE MOUNTAIN ADVISORS LLC | COM | 851 | $212,635 | 10,213 | 0.00 | 10,213 | +Inf | 03-31-2024 | |
WEALTH GROUP LTD | COM | 852 | $211,000 | 10,146 | 0.16 | 10,146 | +Inf | 03-31-2024 | |
CLARUS WEALTH ADVISORS | COM | 853 | $206,306 | 10,118 | 0.00 | 0.00 | -627 | -5.84 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,100 | +Inf | 03-31-2024 |