Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DANDA TROUVE INVESTMENT MANAGEMENT INC | COM | 1301 | $31,000 | 714 | 0.06 | 714 | +Inf | 09-30-2022 | |
SECURITY NATIONAL TRUST CO | COM | 1302 | $45,000 | 650 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1303 | $23,000 | 534 | 0.00 | 0.00 | -2 | -0.37 | 12-31-2021 |
SUREVEST LLC | COM | 1304 | $23,000 | 530 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |