Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNHILL FINANCIAL LLC | COM | 601 | $9,159 | 85 | 0.00 | 0.00 | 1 | 1.19 | 03-31-2024 |
SECURITY NATIONAL TRUST CO | E CCOM | 602 | $13,000 | 84 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 603 | $8,942 | 83 | 0.00 | 83 | +Inf | 03-31-2024 | |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 604 | $8,702 | 81 | 0.00 | 81 | +Inf | 03-31-2024 |