Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MY LEGACY ADVISORS LLC | COM | 1951 | $1,090,080 | 28,762 | 0.00 | 0.00 | 1,693 | 6.25 | 12-31-2023 |
FIRST FINANCIAL BANK - TRUST DIVISION | COMMON STOCK | 1952 | $1,205,382 | 28,727 | 0.00 | 0.00 | 3,085 | 12.03 | 03-31-2024 |
DIAMANT ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -900 | -3.04 | 12-31-2023 |
DIAMANT ASSET MANAGEMENT INC | Stock | 1954 | $1,204,630 | 28,709 | 0.00 | 0.00 | 275 | 0.97 | 03-31-2024 |