| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CZFS | CITIZENS FINANCIAL SERVICES INC | Subsidiary Director | $792K | Jun 27, 2025 | ||
| HVBC | HV Bancorp, Inc. | Director | Jun 16, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|