| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 17,060 | 213,000 | 34.30% | ||
| 2 | Commonwealth Equity Services, Inc | 13,648 | 171,000 | 27.54% | ||
| 3 | UBS AG | 11,754 | 147,000 | 23.67% | ||
| 4 | US BANCORP \DE\ | 4,050 | 51,000 | 8.21% | ||
| 5 | SECURITY NATIONAL TRUST CO | 1,330 | 17,000 | 2.74% | ||
| 6 | Formidable Asset Management, LLC | 925 | 12,000 | 1.93% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 808 | 10,000 | 1.61% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% |
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.
