Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY WEALTHLLC | COM | 751 | $1,111,971 | 19,464 | 0.00 | 19,464 | +Inf | 03-31-2024 | |
TOKIO MARINE ASSET MANAGEMENT CO LTD | COM | 752 | $1,107,465 | 19,385 | 0.00 | 0.00 | 1,878 | 10.73 | 03-31-2024 |
LCNB CORP | Common Stock | 753 | $1,087,355 | 19,033 | 0.00 | 0.00 | 125 | 0.66 | 03-31-2024 |
INSPIRION WEALTH ADVISORS LLC | COM | 754 | $1,084,711 | 18,987 | 0.00 | 0.00 | 26 | 0.14 | 03-31-2024 |