Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LCNB CORP | Common Stock | 2351 | $2,328,216 | 14,854 | 0.00 | 0.00 | 223 | 1.52 | 12-31-2023 |
MERIDIAN WEALTH ADVISORS LLC | COM | 2352 | $2,325,786 | 14,838 | 0.00 | 0.00 | -141 | -0.94 | 12-31-2023 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | COM | 2353 | $2,338,523 | 14,783 | 0.00 | 0.00 | -1,121 | -7.05 | 03-31-2024 |
PERSONAL CFO SOLUTIONS LLC | COM | 2354 | $2,316,607 | 14,779 | 0.00 | 0.00 | 113 | 0.77 | 12-31-2023 |