Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM NEW | 651 | $384,827 | 4,423 | 0.00 | 0.00 | -417 | -8.62 | 12-31-2023 |
LCNB CORP | Common Stock | 652 | $334,635 | 4,395 | 0.00 | 0.00 | -1,800 | -29.06 | 03-31-2024 |
AVIVA PLC | COM NEW | 653 | $333,950 | 4,386 | 0.00 | 0.00 | -36 | -0.81 | 03-31-2024 |
PALISADES HUDSON ASSET MANAGEMENT LP | Com New | 654 | $376,000 | 4,353 | 0.18 | 0.21 | 0 | 0.00 | 12-31-2023 |