Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK | COM | 1951 | $82,890 | 675 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1952 | $91,000 | 656 | 0.01 | 0.01 | 31 | 4.96 | 03-31-2022 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1953 | $80,435 | 655 | 0.00 | 0.00 | 9 | 1.39 | 03-31-2024 |
CANTON HATHAWAY LLC | COM | 1954 | $80,000 | 651 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |