Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OARSMAN CAPITAL INC | CEF | 251 | $107,500 | 12,500 | 0.00 | 0.00 | -2,700 | -17.76 | 12-31-2023 |
CLARITY FINANCIAL LLC | COM | 252 | $106,741 | 12,255 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | COM | 253 | $106,698 | 12,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RFG ADVISORY LLC | COM | 254 | $106,262 | 12,200 | 0.00 | 0.00 | -10,600 | -46.49 | 03-31-2024 |