Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 601 | $4,000 | 55 | 0.00 | 0.00 | 7 | 14.58 | 06-30-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 12-31-2018 | |
SECURITY NATIONAL TRUST CO | COM | 603 | $3,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,818 | -100.00 | 06-30-2019 |