Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST CAPITAL MANAGEMENT INC | COM | 851 | $893 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 852 | $867 | 33 | 0.00 | 0.00 | -4 | -10.81 | 03-31-2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 60.00 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 854 | $788 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |