Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO | COM | 2251 | $70,034 | 261 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SECURITY NATIONAL TRUST CO | COM | 2252 | $59,000 | 261 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
JSAFRA ASSET MANAGEMENT CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -70 | -21.47 | 03-31-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 2254 | $68,195 | 254 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |