Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRAPHAGEN INVESTMENT ADVISORS LLC | COM | 901 | $288,452 | 2,476 | 0.00 | 2,476 | +Inf | 03-31-2019 | |
SS&H FINANCIAL ADVISORS INC | COM NEW | 902 | $308,000 | 2,450 | 0.13 | 0.12 | 200 | 8.89 | 03-31-2024 |
MITCHELL SINKLER & STARR/PA | COM NEW | 903 | $292,116 | 2,425 | 0.00 | 0.00 | -7,008 | -74.29 | 06-30-2024 |
AMERITAS INVESTMENT COMPANY LLC | COM NEW | 904 | $288,000 | 2,403 | 0.01 | 0.14 | -626 | -20.67 | 09-30-2021 |