| |
Institutional
Holders
Total
Institutions:
 |
18  1 |
|
|
Total
shares held :
|
2,349,248 |
|
|
% of shares
held :
|
26.1% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 2 |
|
|
Amount
of shares held :
|
-6,612 |
|
|
% of shares
held change :
|
-0.07% |
|
| 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 |
  Fermata Advisors LLC |
33 |
- |
2024-03-31 |
142,918 |
$3,710,000 |
5,340 |
|
| LINCOLN NATIONAL CORP |
461 |
- |
2024-03-31 |
46,327 |
$1,203,000 |
1,498 |
|
| GTS SECURITIES LLC |
538 |
- |
2024-03-31 |
36,223 |
$940,000 |
14,878 |
|
| Polaris Wealth Advisers LLC |
137 |
- |
2023-09-30 |
15,277 |
$374,000 |
15,277 |
|
| Cribstone Capital Management LLC |
239 |
- |
2022-12-31 |
493 |
$12,000 |
11 |
|
| Parallel Advisors LLC |
2267 |
- |
2024-03-31 |
424 |
$11,000 |
6 |
|
|
6 Records found
|
1
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Page 1 of 1 |
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