| |
Institutional
Holders
Total
Institutions:
 |
22  1 |
|
|
Total
shares held :
|
529,016 |
|
|
% of shares
held :
|
5.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
115,413 |
|
|
% of shares
held change :
|
1.28% |
|
| 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 |
  Shira Ridge Wealth Management |
4 |
- |
2024-03-31 |
179,297 |
$8,471,000 |
49,207 |
|
| BANK OF NEW YORK MELLON CORP |
2081 |
- |
2024-03-31 |
168,317 |
$7,952,000 |
67,501 |
|
| LPL FINANCIAL CORP |
1779 |
- |
2024-03-31 |
104,731 |
$4,948,000 |
2,502 |
|
| PFS INVESTMENTS INC. |
234 |
- |
2023-06-30 |
109,957 |
$4,653,000 |
4,537 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3072 |
- |
2024-03-31 |
19,146 |
$905,000 |
333 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1218 |
- |
2024-03-31 |
18,536 |
$876,000 |
262 |
|
| FINANCIAL NETWORK |
1841 |
- |
2024-03-31 |
12,010 |
$567,000 |
656 |
|
| CALDWELL SUTTER CAPITAL INC. |
371 |
- |
2024-03-31 |
880 |
$42,000 |
528 |
|
| UBS Group AG |
5378 |
- |
2024-03-31 |
896 |
$42,000 |
693 |
|
|
9 Records found
|
1
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Page 1 of 1 |
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