Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 601 | $59,000 | 1,010 | 0.00 | 1,010 | +Inf | 09-30-2022 | |
SECURITY NATIONAL TRUST CO | COM | 602 | $183,000 | 700 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2021 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 603 | $168,000 | 640 | 0.03 | 640 | +Inf | 06-30-2021 | |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 604 | $26,000 | 450 | 0.02 | 0.06 | 50 | 12.50 | 09-30-2022 |