Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HT PARTNERS LLC | COM | 851 | $322,934 | 3,343 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GREAT VALLEY ADVISOR GROUP INC | COM | 852 | $296,373 | 3,327 | 0.00 | 3,327 | +Inf | 06-30-2023 | |
BALENTINE LLC | COM | 853 | $320,615 | 3,319 | 0.00 | 0.00 | 53 | 1.62 | 03-31-2024 |
NORTHROCK PARTNERS LLC | COM | 854 | $286,639 | 3,280 | 0.00 | 0.00 | 248 | 8.18 | 12-31-2023 |