| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAR HARBOR WEALTH MANAGEMENT | 41,394 | 2,951,000 | 66.34% | ||
| 2 | Fragasso Financial Advisors Inc | 19,576 | 1,396,000 | 31.38% | ||
| 3 | SECURITY NATIONAL TRUST CO | 800 | 57,000 | 1.28% | ||
| 4 | TCI Wealth Advisors, Inc. | 411 | 29,000 | 0.65% | ||
| 5 | Gemmer Asset Management LLC | 191 | 13,000 | 0.29% | ||
| 6 | GROUP ONE TRADING LLC | 31 | 2,000 | 0.04% |
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.
