Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OARSMAN CAPITAL INC | Stock | 2101 | $949,574 | 8,627 | 0.00 | 0.00 | 365 | 4.42 | 12-31-2023 |
DOMAN GROUP LLC | COM | 2102 | $1,214,000 | 8,622 | 1.07 | 8,622 | +Inf | 12-31-2021 | |
ADIRONDACK TRUST CO | HEALTHCARE | 2103 | $979,042 | 8,614 | 0.00 | 0.00 | -99 | -1.14 | 03-31-2024 |
SUMMIT FINANCIAL STRATEGIES INC | COM | 2104 | $976,453 | 8,591 | 0.00 | 0.00 | -1,816 | -17.45 | 03-31-2024 |