Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONE PLUS ONE WEALTH MANAGEMENT LLC | COM | 2901 | $1,084,821 | 2,828 | 0.00 | 0.00 | -39 | -1.36 | 03-31-2024 |
SOLTIS INVESTMENT ADVISORS LLC | COM | 2902 | $1,083,667 | 2,825 | 0.00 | 0.00 | 179 | 6.76 | 03-31-2024 |
RESOLUTE FINANCIAL LLC | COM | 2903 | $890,409 | 2,819 | 0.00 | 0.83 | -344 | -10.88 | 12-31-2022 |
LCNB CORP | Common Stock | 2904 | $1,078,300 | 2,811 | 0.00 | 0.00 | 62 | 2.26 | 03-31-2024 |