Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARKS GROUP WEALTH MANAGEMENT INC | COM | 551 | $9,551,163 | 59,762 | 0.00 | 0.00 | -1,414 | -2.31 | 03-31-2024 |
SYCOMORE ASSET MANAGEMENT | FISERV | 552 | $6,494,000 | 59,398 | 0.95 | 1.35 | 2,222 | 3.89 | 09-30-2021 |
GREAT VALLEY ADVISOR GROUP INC | COM | 553 | $7,395,107 | 58,619 | 0.00 | 0.13 | 31,964 | 119.92 | 06-30-2023 |
TOCQUEVILLE ASSET MANAGEMENT LP | COM | 554 | $7,758,122 | 58,402 | 0.00 | 0.00 | -1,965 | -3.26 | 12-31-2023 |