Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1601 | $3,903,694 | 5,328 | 0.00 | 0.00 | 2,907 | 120.07 | 03-31-2024 |
CLEAR CREEK FINANCIAL MANAGEMENT LLC | COM | 1602 | $3,898,934 | 5,322 | 0.00 | 0.00 | 1,549 | 41.05 | 03-31-2024 |
SECURITY NATIONAL TRUST CO | COM | 1603 | $2,104,000 | 5,319 | 0.49 | 0.47 | 0 | 0.00 | 09-30-2021 |
EATON FINANCIAL HOLDINGS COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 5,307 | +Inf | 03-31-2024 |