Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRYN MAWR TRUST CO | COMMON STOCK | 651 | $10,900,871 | 41,379 | 0.00 | 0.51 | 484 | 1.18 | 09-30-2023 |
MAINSTREET INVESTMENT ADVISORS LLC | COM | 652 | $12,205,242 | 41,163 | 0.00 | 0.00 | -3,272 | -7.36 | 12-31-2023 |
USCA RIA LLC | COM | 653 | $9,445,000 | 40,890 | 0.57 | 0.61 | -190 | -0.46 | 06-30-2021 |
HIGHTOWER TRUST COMPANY NA | COM | 654 | $10,677,985 | 40,751 | 0.00 | 1.04 | -62 | -0.15 | 03-31-2023 |