Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAMILY MANAGEMENT CORP | CL B | 2401 | $395,484 | 4,136 | 0.00 | 0.00 | 918 | 28.53 | 09-30-2023 |
SECURITY NATIONAL TRUST CO | CL B | 2402 | $638,000 | 4,130 | 0.15 | 0.14 | 0 | 0.00 | 09-30-2021 |
DOYLE WEALTH MANAGEMENT | CL B | 2403 | $342,000 | 4,120 | 0.03 | 0.03 | -45 | -1.08 | 09-30-2022 |
WAYFINDING FINANCIAL LLC | Stock | 2404 | $387,000 | 4,098 | 0.29 | 0.35 | -532 | -11.49 | 09-30-2023 |