| |
Institutional
Holders
Total
Institutions:
 |
36  1 |
|
|
Total
shares held :
|
1,788,302 |
|
|
% of shares
held :
|
7.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 1 |
|
|
Amount
of shares held :
|
-228,424 |
|
|
% of shares
held change :
|
-0.91% |
|
| 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 |
  Synergy Financial Management LLC |
37 |
*New |
2024-03-31 |
73,768 |
$4,360,000 |
73,768 |
|
| CITADEL ADVISORS LLC |
2997 |
*New |
2024-03-31 |
18,134 |
$1,072,000 |
18,134 |
|
| Brendel Financial Advisors LLC |
|
*New |
2024-03-31 |
9,931 |
$587,000 |
9,931 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2249 |
*New |
2024-03-31 |
8,592 |
$508,000 |
8,592 |
|
| HUDOCK MOYER WEALTH RESOURCES, LLC |
136 |
*New |
2024-03-31 |
3,532 |
$209,000 |
3,532 |
|
| COMERICA BANK |
3105 |
*New |
2024-03-31 |
224 |
$13,000 |
224 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
2254 |
*New |
2024-03-31 |
34 |
$2,000 |
34 |
|
| Cribstone Capital Management LLC |
462 |
*New |
2022-12-31 |
4 |
$0 |
4 |
|
|
8 Records found
|
1
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Page 1 of 1 |
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