| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAR HARBOR WEALTH MANAGEMENT | 40,715 | 2,775,000 | 55.62% | ||
| 2 | Fragasso Financial Advisors Inc | 19,751 | 1,346,000 | 26.98% | ||
| 3 | Polaris Wealth Advisory Group, LLC | 7,920 | 540,000 | 10.82% | ||
| 4 | Syntal Capital Partners, LLC | 2,274 | 155,000 | 3.11% | ||
| 5 | Godshalk Welsh Capital Management, Inc. | 1,350 | 92,000 | 1.84% | ||
| 6 | SECURITY NATIONAL TRUST CO | 860 | 59,000 | 1.18% | ||
| 7 | Gemmer Asset Management LLC | 191 | 13,000 | 0.26% | ||
| 8 | SIMPLEX TRADING, LLC | 135 | 9,000 | 0.18% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
