Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BONTEMPO OHLY CAPITAL MGMT LLC | COM | 451 | $4,147,209 | 71,590 | 0.00 | 0.00 | 1,994 | 2.87 | 03-31-2024 |
MARATHON CAPITAL MANAGEMENT | COM | 452 | $4,125,082 | 71,208 | 0.00 | 0.00 | 997 | 1.42 | 03-31-2024 |
SECURITY NATIONAL BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -11,469 | -13.88 | 12-31-2023 |
CONNECTUS WEALTH LLC | Com | 454 | $4,096,709 | 70,703 | 0.00 | 70,703 | +Inf | 03-31-2024 |