Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRYN MAWR TRUST CO | COMMON STOCK | 1651 | $925,120 | 2,450 | 0.00 | 0.05 | -33 | -1.33 | 09-30-2023 |
GENEVA PARTNERS LLC | COM | 1652 | $1,486,137 | 2,447 | 0.00 | 2,447 | +Inf | 03-31-2024 | |
AMERITAS ADVISORY SERVICES LLC | COM | 1653 | $1,410,568 | 2,433 | 0.00 | 0.00 | -2,257 | -48.12 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 1654 | $425,000 | 2,430 | 0.02 | 2,430 | +Inf | 06-30-2022 |