Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP INC | 08-10-2023 | 06-30-2023 | 703 | 2,386,095,669 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEC ENERGY GROUP INC | COM | 451 | $684,629 | 7,759 | 0.00 | 0.03 | 2,143 | 38.16 | 06-30-2023 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 452 | $679,204 | 16,538 | 0.00 | 0.03 | 5,043 | 43.87 | 06-30-2023 |
| AMERICAN ELEC PWR CO INC | COM | 453 | $674,828 | 8,017 | 0.00 | 0.04 | 684 | 9.33 | 06-30-2023 |
| REGENERON PHARMACEUTICALS | COM | 454 | $672,936 | 936 | 0.00 | 936 | +Inf | 06-30-2023 |
