Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JW COLE ADVISORS INC | COM | 1901 | $311,449 | 1,949 | 0.00 | 0.00 | 348 | 21.74 | 03-31-2024 |
SPECTRUM INVESTMENT ADVISORS INC | COM | 1902 | $258,108 | 1,943 | 0.00 | 1,943 | +Inf | 12-31-2023 | |
LCNB CORP | Common Stock | 1903 | $256,381 | 1,930 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ANGELES WEALTH MANAGEMENT LLC | COM | 1904 | $217,787 | 1,928 | 0.00 | 0.00 | 145 | 8.13 | 09-30-2023 |