Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | COM | 1051 | $3,787,000 | 33,865 | 0.88 | 0.84 | 0 | 0.00 | 09-30-2021 |
1620 INVESTMENT ADVISORS INC | COM | 1052 | $54,834 | 33,816 | 0.00 | 33,816 | +Inf | 03-31-2024 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1053 | $3,077,596 | 33,675 | 0.00 | 0.00 | 1,270 | 3.92 | 03-31-2024 |
ELK RIVER WEALTH MANAGEMENT LLC | COM | 1054 | $3,222,096 | 33,560 | 0.00 | 0.00 | 440 | 1.33 | 12-31-2023 |