Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY RESOURCE GROUP | COM | 2551 | $1,008,551 | 1,730 | 0.00 | 0.00 | 1,118 | 182.68 | 12-31-2023 |
FIRST FINANCIAL BANK - TRUST DIVISION | COMMON STOCK | 2552 | $1,344,314 | 1,728 | 0.00 | 0.00 | -30 | -1.71 | 03-31-2024 |
HERITAGE FINANCIAL SERVICES LLC | COM | 2553 | $922,790 | 1,718 | 0.00 | 0.00 | 63 | 3.81 | 09-30-2023 |
RIVER WEALTH ADVISORS LLC | COM | 2554 | $1,001,293 | 1,718 | 0.00 | 0.00 | 835 | 94.56 | 12-31-2023 |