Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OARSMAN CAPITAL INC | ETF | 3251 | $512,368 | 1,251 | 0.00 | 0.00 | -59 | -4.50 | 12-31-2023 |
BOOTHBAY FUND MANAGEMENT LLC | UNIT SER 1 | 3252 | $555,013 | 1,250 | 0.00 | 0.00 | -23,249 | -94.90 | 03-31-2024 |
VAUGHAN DAVID INVESTMENTS LLC/IL | qqq | 3253 | $511,000 | 1,249 | 0.01 | 0.01 | 50 | 4.17 | 12-31-2023 |
MARCUM WEALTH LLC | UNIT SER 1 | 3254 | $552,580 | 1,245 | 0.00 | 0.00 | 267 | 27.30 | 03-31-2024 |