Institutional Owners for EW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SC&H FINANCIAL ADVISORS INC COM 1201 $451,234 4,722 0.00 0.00 0 0.00 03-31-2024
BANK PICTET & CIE (EUROPE) AG COM 1202 $358,375 4,700 0.00 0.00 0 0.00 12-31-2023
WEALTHSTONE INC Equities 1203 $391,000 4,679 0.14 4,679 +Inf 03-31-2021
FAGAN ASSOCIATES INC COM 1204 $324,023 4,677 0.00 0.00 -48 -1.02 09-30-2023
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