|
Institutional
Holders
Total
Institutions:
|
76 5 |
|
Total
shares held :
|
2,448,804 |
|
% of shares
held :
|
67.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-383,665 |
|
% of shares
held change :
|
-10.62% |
|
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 |
HPM Partners LLC |
1126 |
*New |
2024-03-31 |
34,850 |
$1,395,000 |
34,850 |
|
Castellan Group LLC |
55 |
*New |
2024-03-31 |
13,400 |
$537,000 |
13,400 |
|
RFG Advisory Group LLC |
500 |
*New |
2024-03-31 |
12,564 |
$503,000 |
12,564 |
|
Tradition Wealth Management LLC |
257 |
*New |
2024-03-31 |
9,798 |
$392,000 |
9,798 |
|
FINANCIAL ARCHITECTS INC |
281 |
*New |
2023-06-30 |
7,427 |
$266,000 |
7,427 |
|
Souders Financial Advisors |
151 |
*New |
2024-03-31 |
5,857 |
$235,000 |
5,857 |
|
Keystone Wealth Services LLC |
209 |
*New |
2024-03-31 |
5,269 |
$211,000 |
5,269 |
|
Anfield Capital Management LLC |
90 |
*New |
2024-03-31 |
1,600 |
$64,000 |
1,600 |
|
HANSON MCCLAIN, INC. |
1268 |
*New |
2024-03-31 |
1,356 |
$54,000 |
1,356 |
|
Continuum Advisory LLC |
889 |
*New |
2024-03-31 |
315 |
$13,000 |
315 |
|
J P MORGAN CHASE & CO |
5003 |
*New |
2024-03-31 |
300 |
$12,000 |
300 |
|
CWM LLC |
3360 |
*New |
2024-03-31 |
234 |
$9,000 |
234 |
|
|
12 Records found
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1
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Page 1 of 1 |
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