Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCTC HOLDINGS LLC | COM | 1551 | $69,764 | 925 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PACIFICA PARTNERS INC | COM | 1552 | $57,623 | 923 | 0.00 | 0.00 | 65 | 7.58 | 03-31-2024 |
CLOSE ASSET MANAGEMENT LTD | COM | 1553 | $57,000 | 900 | 0.00 | 0.00 | 820 | 1025.00 | 03-31-2024 |
SECURITY NATIONAL TRUST CO | COM | 1554 | $55,000 | 900 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |