|
Institutional
Holders
Total
Institutions:
|
71 4 |
|
Total
shares held :
|
6,509,609 |
|
% of shares
held :
|
72.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
888,426 |
|
% of shares
held change :
|
9.87% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
VALMARK ADVISERS INC |
177 |
*New |
2024-03-31 |
62,581 |
$1,879,000 |
62,581 |
|
MULTIFINANCIAL SECURITIES CORP |
1891 |
*New |
2024-03-31 |
10,558 |
$317,000 |
10,558 |
|
Schwallier Wealth Management LLC |
25 |
*New |
2024-03-31 |
8,046 |
$242,000 |
8,046 |
|
Continuum Advisory LLC |
517 |
*New |
2024-03-31 |
2,728 |
$83,000 |
2,728 |
|
JFS WEALTH ADVISORS, LLC |
716 |
*New |
2024-03-31 |
471 |
$14,000 |
471 |
|
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5 Records found
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1
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Page 1 of 1 |
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