Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | LTDADR | 651 | $12,000 | 1,241 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
ATLAS CAPITAL ADVISORS LLC | Equity | 652 | $12,945 | 1,240 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | ADR | Liquidated | $11,454 | 1,094 | 0.00 | 0.00 | 594 | 118.80 | 12-31-2023 |
BARTLETT & CO LLC | ADR | 654 | $11,000 | 1,094 | 0.00 | 0.00 | 594 | 118.80 | 12-31-2023 |