Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROSPERITY CONSULTING GROUP LLC | UNIT SER 1 | 2001 | $3,091,491 | 6,963 | 0.00 | 0.00 | 655 | 10.38 | 03-31-2024 |
SECURITY NATIONAL TRUST CO | UNIT SER 1 | 2002 | $2,465,000 | 6,956 | 0.57 | 0.55 | 0 | 0.00 | 09-30-2021 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | ETF | 2003 | $3,084,317 | 6,947 | 0.00 | 0.00 | -306 | -4.22 | 03-31-2024 |
BKA WEALTH CONSULTING INC | UNIT SER 1 | 2004 | $2,215,585 | 6,944 | 0.00 | 6,944 | +Inf | 03-31-2023 |