Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SS&H FINANCIAL ADVISORS INC | 02-13-2024 | 12-31-2023 | 116 | 235,805,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $18,181,000 | 106,886 | 7.71 | 0.01 | -934 | -0.87 | 12-31-2023 |
| APPLE INC | COM | 2 | $15,183,000 | 78,863 | 6.44 | 0.01 | -6,257 | -7.35 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $15,165,000 | 40,327 | 6.43 | 0.01 | -2,874 | -6.65 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 4 | $10,368,000 | 70,754 | 4.40 | 0.00 | -1,458 | -2.02 | 12-31-2023 |
