| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAR HARBOR WEALTH MANAGEMENT | 40,215 | 3,296,000 | 65.67% | ||
| 2 | Fragasso Financial Advisors Inc | 20,029 | 1,641,000 | 32.70% | ||
| 3 | SECURITY NATIONAL TRUST CO | 800 | 66,000 | 1.32% | ||
| 4 | Gemmer Asset Management LLC | 191 | 16,000 | 0.32% |
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.
