Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OARSMAN CAPITAL INC | Stock | 1351 | $209,726 | 348 | 0.00 | 348 | +Inf | 12-31-2023 | |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 1352 | $238,399 | 347 | 0.00 | 347 | +Inf | 03-31-2024 | |
PCA INVESTMENT ADVISORY SERVICES INC | COM | 1353 | $237,642 | 345 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UNIVEST FINANCIAL CORP | COM | 1354 | $233,590 | 340 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |