Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 1701 | $136,254 | 701 | 0.00 | 0.00 | -36 | -4.88 | 03-31-2024 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 1702 | $136,000 | 700 | 0.06 | 0.09 | 0 | 0.00 | 03-31-2024 |
PENSERRA CAPITAL MANAGEMENT LLC | COM | 1703 | $130,000 | 700 | 0.00 | 0.00 | -146 | -17.26 | 12-31-2023 |
SECURITY NATIONAL TRUST CO | COM | 1704 | $122,000 | 700 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2021 |