Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EHP FUNDS INC | COM | 1001 | $282,876 | 1,200 | 0.00 | 1,200 | +Inf | 03-31-2024 | |
GRATUS WEALTH ADVISORS LLC | COM | 1002 | $285,677 | 1,196 | 0.00 | 1,196 | +Inf | 12-31-2023 | |
OARSMAN CAPITAL INC | Stock | 1003 | $284,960 | 1,193 | 0.00 | 0.00 | 162 | 15.71 | 12-31-2023 |
THOROUGHBRED FINANCIAL SERVICES LLC | COM | 1004 | $278,000 | 1,181 | 0.03 | 0.09 | -3,373 | -74.07 | 03-31-2024 |