Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREAT VALLEY ADVISOR GROUP INC | COM NEW | 251 | $106,335 | 18,429 | 0.00 | 18,429 | +Inf | 06-30-2023 | |
SHORE POINT ADVISORS LLC | COM NEW | 252 | $83,593 | 18,133 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STRATEGIC ADVISORS LLC | COM NEW | 253 | $88,098 | 17,655 | 0.00 | 0.00 | 1,500 | 9.29 | 12-31-2023 |
HIGHTOWER ADVISORS LLC | COM NEW | 254 | $80,000 | 17,406 | 0.00 | 0.00 | -3,578 | -17.05 | 03-31-2024 |