Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT INVESTMENT GROUP LLC | COM | 2151 | $314,167 | 387 | 0.00 | 0.00 | -3 | -0.77 | 12-31-2023 |
GRADIENT CAPITAL ADVISORS LLC | Stock | 2152 | $321,002 | 385 | 0.00 | 385 | +Inf | 03-31-2024 | |
PFG ADVISORS | COM | 2153 | $312,746 | 385 | 0.00 | 0.00 | 2 | 0.52 | 12-31-2023 |
LCNB CORP | Common Stock | 2154 | $310,919 | 383 | 0.00 | 0.00 | -70 | -15.45 | 12-31-2023 |