| |
Institutional
Holders
Total
Institutions:
 |
38  1 |
|
|
Total
shares held :
|
1,127,788 |
|
|
% of shares
held :
|
53.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 2 |
|
|
Amount
of shares held :
|
137,351 |
|
|
% of shares
held change :
|
6.54% |
|
| 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 |
  Kozak & Associates Inc. |
1 |
- |
2024-03-31 |
646,599 |
$45,805,000 |
27,470 |
|
| RAYMOND JAMES & ASSOCIATES |
1731 |
- |
2024-03-31 |
56,633 |
$4,010,000 |
18,256 |
|
| Shira Ridge Wealth Management |
25 |
- |
2024-03-31 |
17,935 |
$1,270,000 |
338 |
|
| Atria Wealth Solutions Inc. |
856 |
- |
2024-03-31 |
15,900 |
$1,126,000 |
3,340 |
|
| ADVISORS CAPITAL MANAGEMENT LLC |
289 |
- |
2024-03-31 |
14,263 |
$1,010,000 |
746 |
|
| LPL FINANCIAL CORP |
3269 |
- |
2024-03-31 |
11,971 |
$848,000 |
433 |
|
| Financial Perspectives Inc |
54 |
- |
2024-03-31 |
10,126 |
$717,000 |
922 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2549 |
- |
2024-03-31 |
9,355 |
$662,000 |
1,814 |
|
| REGAL INVESTMENT ADVISORS, LLC |
454 |
- |
2024-03-31 |
4,414 |
$312,000 |
3 |
|
| Aptus Capital Advisors LLC |
871 |
- |
2024-03-31 |
758 |
$54,000 |
758 |
|
| Goss Wealth Management LLC |
2352 |
- |
2024-03-31 |
600 |
$42,000 |
100 |
|
|
11 Records found
|
1
|
Page 1 of 1 |
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