Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OARSMAN CAPITAL INC | CEF | 101 | $291,586 | 30,437 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ENVESTNET ASSET MANAGEMENT INC | COM | 102 | $296,452 | 30,405 | 0.00 | 0.00 | -114,679 | -79.04 | 03-31-2024 |
JANNEY MONTGOMERY SCOTT LLC | ETF/Closed End- | 103 | $274,000 | 30,340 | 0.00 | 0.00 | -16,192 | -34.80 | 09-30-2023 |
QUAD-CITIES INVESTMENT GROUP LLC | COM | 104 | $293,475 | 30,100 | 0.00 | 0.00 | 542 | 1.83 | 03-31-2024 |