Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | COM | 1551 | $5,886,000 | 35,728 | 1.36 | 1.31 | 0 | 0.00 | 09-30-2021 |
SOLTIS INVESTMENT ADVISORS LLC | COM | 1552 | $5,632,624 | 35,607 | 0.00 | 0.00 | 689 | 1.97 | 03-31-2024 |
FOCUS FINANCIAL NETWORK INC | COM | 1553 | $5,188,976 | 35,604 | 0.00 | 35,604 | +Inf | 03-31-2024 | |
SOMERSET TRUST CO | Common Stock | 1554 | $5,611,949 | 35,476 | 0.00 | 0.00 | 825 | 2.38 | 03-31-2024 |