Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 151 | $206,073 | 1,174 | 0.00 | 0.00 | 172 | 17.17 | 03-31-2024 |
| ISHARES TR | U.S. REAL ES ETF | 152 | $205,512 | 2,286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LCNB CORP | COM | 153 | $201,865 | 12,664 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 154 | $201,508 | 443 | 0.00 | 0.00 | 50 | 12.72 | 03-31-2024 |
