Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | COM | 2901 | $236,000 | 975 | 0.05 | 0.05 | 0 | 0.00 | 09-30-2021 |
YHB INVESTMENT ADVISORS INC | Stock | 2902 | $172,603 | 974 | 0.00 | 974 | +Inf | 03-31-2024 | |
FIRST COMMAND ADVISORY SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 970 | +Inf | 12-31-2023 | |
LEVEL FOUR FINANCIAL LLC | COM | 2904 | $221,000 | 968 | 0.10 | 0.13 | -269 | -21.75 | 09-30-2021 |