|
Institutional
Holders
Total
Institutions:
|
48 4 |
|
Total
shares held :
|
1,150,928 |
|
% of shares
held :
|
69.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
16,625 |
|
% of shares
held change :
|
1.01% |
|
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 |
CLEAN YIELD GROUP |
54 |
- |
2024-03-31 |
52,971 |
$1,257,000 |
-2,165 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
30 |
- |
2023-03-31 |
29,708 |
$698,000 |
-5,979 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2617 |
- |
2024-03-31 |
25,964 |
$616,000 |
-2,359 |
|
Advisor Group Holdings Inc. |
2927 |
- |
2024-03-31 |
20,863 |
$495,000 |
-2,310 |
|
Golden State Equity Partners |
223 |
- |
2023-12-31 |
16,819 |
$401,000 |
-4,650 |
|
RETIREMENT CAPITAL STRATEGIES |
53 |
- |
2024-03-31 |
16,029 |
$380,000 |
-8,413 |
|
NOTTINGHAM ADVISORS INC |
110 |
- |
2024-03-31 |
13,836 |
$328,000 |
-28 |
|
Congress Wealth Management LLC / DE / |
500 |
- |
2024-03-31 |
13,314 |
$316,000 |
-339 |
|
ETFIDEA LLC |
111 |
- |
2024-03-31 |
8,640 |
$205,000 |
-2,343 |
|
MORGAN STANLEY |
6030 |
- |
2024-03-31 |
1,915 |
$45,000 |
-1,901 |
|
HANSON MCCLAIN, INC. |
2029 |
- |
2024-03-31 |
514 |
$12,000 |
-1,190 |
|
Smartleaf Asset Management LLC |
914 |
- |
2024-03-31 |
311 |
$7,000 |
-788 |
|
WELLS FARGO & CO/MN |
5772 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
13 Records found
|
1
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