Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1151 | $168,260 | 1,155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARTFORD FINANCIAL MANAGEMENT INC | COM | 1152 | $167,256 | 1,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1153 | $186,000 | 1,139 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2022 |
SECURITY NATIONAL TRUST CO | COM | 1154 | $163,000 | 1,124 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2021 |