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Get Institutions for : 
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$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    5
Total shares held : 
 1,181,435  
% of shares held : 
 13.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 402,342  
% of shares held change : 
   4.47%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 201,743
 17.08%
 
Increased Positions :
11
 484,090
 40.97%
 
Unchanged Positions :
11
 9,313
 0.79%
 
Decreased Positions :
13
-124,806
-10.56%
 
Closed Positions :
18
-158,685
-13.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ferguson Shapiro LLC 6 *New 2024-03-31 195,938 $8,778,000 195,938
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 51 *New 2024-03-31 93,895 $4,206,000 93,895
   Park Edge Advisors LLC 26 *New 2024-03-31 38,293 $1,716,000 38,293
   Fortis Group Advisors LLC 129 *New 2024-03-31 11,108 $498,000 11,108
   GLOBAL ENDOWMENT MANAGEMENT, LP 118 *New 2024-03-31 8,400 $376,000 8,400
   Mutual Advisors LLC 1000 *New 2024-03-31 4,780 $214,000 4,780
   Private Advisor Group LLC 2169 *New 2024-03-31 2,725 $122,000 2,725
   PALISADE ASSET MANAGEMENT, LLC 268 *New 2024-03-31 1,130 $51,000 1,130
   Global Trust Asset Management LLC 327 *New 2024-03-31 400 $18,000 400
   Venturi Wealth Management LLC 1117 *New 2024-03-31 100 $4,000 100
   Atlantic Trust Group LLC 2936 *New 2024-03-31 5 $0 5
   Cape Investment Advisory Inc. 1220 *New 2023-12-31 7 $0 7
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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