Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASCOMA WEALTH MANAGEMENT LLC | Stock | 2551 | $7,971 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VALLEY WEALTH MANAGERS INC | Stock | 2552 | $7,971 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SECURITY NATIONAL BANK | COM | 2553 | $9,005 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 2554 | $7,515 | 100 | 0.00 | 0.00 | -129 | -56.33 | 03-31-2023 |