|
Institutional
Holders
Total
Institutions:
|
31 1 |
|
Total
shares held :
|
336,062 |
|
% of shares
held :
|
22.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
75,488 |
|
% of shares
held change :
|
5.03% |
|
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 |
WCG Wealth Advisors LLC |
141 |
- |
2024-03-31 |
33,871 |
$1,582,000 |
466 |
|
Colorado Capital Management Inc. |
32 |
- |
2024-03-31 |
33,109 |
$1,547,000 |
3,326 |
|
Equitable Holdings Inc. |
576 |
- |
2024-03-31 |
25,342 |
$1,184,000 |
102 |
|
Clayton Financial Group LLC |
42 |
- |
2024-03-31 |
18,617 |
$870,000 |
2,446 |
|
MARINER WEALTH ADVISORS, LLC |
1728 |
- |
2024-03-31 |
15,796 |
$738,000 |
9 |
|
CLS INVESTMENT FIRM LLC |
884 |
- |
2022-12-31 |
18,078 |
$665,000 |
606 |
|
SUMMIT INVESTMENT ADVISORS INC |
1575 |
- |
2024-03-31 |
2,739 |
$128,000 |
10 |
|
PROEQUITIES INC. |
843 |
- |
2024-03-31 |
2,663 |
$124,000 |
98 |
|
HAZLETT BURT & WATSON INC. |
334 |
- |
2024-03-31 |
983 |
$47,000 |
5 |
|
|
9 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|