Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL TRUST CO | COM | 951 | $5,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
COLONIAL TRUST CO / SC | Stock | 952 | $1,755 | 199 | 0.00 | 0.00 | -1 | -0.50 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 196 | +Inf | 12-31-2023 | |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 954 | $4,000 | 189 | 0.00 | 189 | +Inf | 03-31-2022 |