|
Institutional
Holders
Total
Institutions:
|
36 3 |
|
Total
shares held :
|
807,908 |
|
% of shares
held :
|
64.63% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
26,240 |
|
% of shares
held change :
|
2.1% |
|
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 |
RETIREMENT CAPITAL STRATEGIES |
37 |
*New |
2024-03-31 |
18,013 |
$1,151,000 |
18,013 |
|
We Are One Seven LLC |
427 |
*New |
2024-03-31 |
11,215 |
$717,000 |
11,215 |
|
Howard Capital Management Inc. |
57 |
*New |
2024-03-31 |
8,794 |
$562,000 |
8,794 |
|
KKM Financial LLC |
119 |
*New |
2024-03-31 |
4,836 |
$309,000 |
4,836 |
|
Tactive Advisors LLC |
113 |
*New |
2024-03-31 |
3,779 |
$242,000 |
3,779 |
|
Founders Financial Alliance LLC |
457 |
*New |
2024-03-31 |
221 |
$14,000 |
221 |
|
|
6 Records found
|
1
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Page 1 of 1 |
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