|
Institutional
Holders
Total
Institutions:
|
11 1 |
|
Total
shares held :
|
1,586,398 |
|
% of shares
held :
|
66.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
27,524 |
|
% of shares
held change :
|
1.15% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Morton Capital Management LLC/CA |
4 |
- |
2024-03-31 |
1,533,500 |
$32,817,000 |
81,692 |
|
BANK OF AMERICA CORP /DE/ |
3976 |
- |
2024-03-31 |
51,412 |
$1,100,000 |
47,015 |
|
Ellsworth Advisors LLC |
92 |
- |
2024-03-31 |
35,742 |
$767,000 |
-12,597 |
|
Goss Wealth Management LLC |
1292 |
*New |
2024-03-31 |
25,079 |
$537,000 |
25,079 |
|
Compass Ion Advisors LLC |
163 |
- |
2024-03-31 |
16,738 |
$358,000 |
1,175 |
|
US BANCORP |
1828 |
- |
2024-03-31 |
13,111 |
$281,000 |
0 |
|
EP WEALTH ADVISORS, INC. |
690 |
- |
2024-03-31 |
11,100 |
$238,000 |
0 |
|
Lehman & Derafelo Financial Resources LLC |
100 |
- |
2022-12-31 |
11,100 |
$230,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
5315 |
- |
2024-03-31 |
44 |
$1,000 |
0 |
|
SIGNATUREFD, LLC |
3080 |
*Closed |
2024-03-31 |
0 |
$0 |
-205 |
|
PROEQUITIES INC. |
5011 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7656 |
- |
2024-03-31 |
15 |
$0 |
-6,781 |
|
Cohanzick Management LLC |
11 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,296 |
|
Westbourne Investment Advisors Inc. |
89 |
- |
2024-03-31 |
29,839 |
$0 |
0 |
|
|
14 Records found
|
1
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