| |
Institutional
Holders
Total
Institutions:
 |
91  1 |
|
|
Total
shares held :
|
2,229,310 |
|
|
% of shares
held :
|
39.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
-127,210 |
|
|
% of shares
held change :
|
-2.28% |
|
| 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 |
  Heritage Wealth Advisors |
30 |
*New |
2024-03-31 |
190,917 |
$20,765,000 |
190,917 |
|
| RETIREMENT CAPITAL STRATEGIES |
21 |
*New |
2024-03-31 |
45,065 |
$3,092,000 |
45,065 |
|
| Sawtooth Asset Management Inc. |
305 |
*New |
2023-12-31 |
27,281 |
$1,888,000 |
27,281 |
|
| Simplicity WealthLLC |
377 |
*New |
2024-03-31 |
25,394 |
$1,742,000 |
25,394 |
|
| Change Path LLC |
350 |
*New |
2024-03-31 |
16,597 |
$1,139,000 |
16,597 |
|
| Cetera Investment Advisers |
2365 |
*New |
2024-03-31 |
9,732 |
$668,000 |
9,732 |
|
| MAYPORT LLC |
76 |
*New |
2024-03-31 |
4,046 |
$278,000 |
4,046 |
|
| VALMARK ADVISERS INC |
501 |
*New |
2024-03-31 |
3,141 |
$216,000 |
3,141 |
|
| MATHER GROUP, INC. |
883 |
*New |
2024-03-31 |
680 |
$47,000 |
680 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3074 |
*New |
2024-03-31 |
15 |
$1,000 |
15 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
1231 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
11 Records found
|
1
|
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