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 |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | 751 | $282,803 | 2,136 | 0.00 | 2,136 | +Inf | 06-30-2023 | |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 752 | $281,527 | 12,364 | 0.00 | 0.17 | -105,857 | -89.54 | 06-30-2023 |
| NORFOLK SOUTHN CORP | COM | 753 | $278,853 | 1,231 | 0.00 | 0.01 | 100 | 8.84 | 06-30-2023 |
| DIAGEO PLC | SPON ADR NEW | 754 | $278,446 | 1,603 | 0.00 | 1,603 | +Inf | 06-30-2023 |
