Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OARSMAN CAPITAL INC | Stock | 2001 | $307,323 | 435 | 0.00 | 435 | +Inf | 12-31-2023 | |
AARON WEALTH ADVISORS LLC | COM | 2002 | $331,644 | 435 | 0.00 | 435 | +Inf | 03-31-2024 | |
REDHAWK WEALTH ADVISORS INC | COM | 2003 | $330,882 | 434 | 0.00 | 0.00 | -10 | -2.25 | 03-31-2024 |
UNIVEST FINANCIAL CORP | COM | 2004 | $330,119 | 433 | 0.00 | 0.00 | 39 | 9.90 | 03-31-2024 |