Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 2001 | $194,453 | 375 | 0.00 | 0.00 | 26 | 7.45 | 03-31-2024 |
SECURITY NATIONAL TRUST CO | COM | 2002 | $141,000 | 370 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2021 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 2003 | $161,105 | 370 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MV CAPITAL MANAGEMENT INC | COM | 2004 | $190,823 | 368 | 0.00 | 0.00 | -1 | -0.27 | 03-31-2024 |