Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | COM | 1851 | $8,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1853 | $6,098 | 185 | 0.00 | 0.00 | 16 | 9.47 | 03-31-2024 |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 183 | +Inf | 12-31-2023 |