Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | COM | 701 | $399,000 | 6,020 | 0.09 | 0.09 | 0 | 0.00 | 09-30-2021 |
PATHWAY FINANCIAL ADVISORS LLC | COM | 702 | $238,740 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COASTAL BRIDGE ADVISORS LLC | COM | 703 | $235,753 | 5,925 | 0.00 | 0.00 | 8 | 0.14 | 03-31-2024 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 704 | $342,000 | 5,893 | 0.08 | 0.09 | 0 | 0.00 | 09-30-2021 |