Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | COM | 1601 | $28,000 | 691 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 1602 | $25,299 | 686 | 0.00 | 0.00 | 7 | 1.03 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | Common Stock | 1603 | $25,331 | 685 | 0.00 | 685 | +Inf | 12-31-2023 | |
RFP FINANCIAL GROUP LLC | KHC | 1604 | $22,909 | 681 | 0.00 | 0.00 | -666 | -49.44 | 09-30-2023 |