|
Institutional
Holders
Total
Institutions:
|
5 2 |
|
Total
shares held :
|
79,799 |
|
% of shares
held :
|
0.89% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
13,057 |
|
% of shares
held change :
|
0.15% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Holistic Financial Partners |
22 |
*New |
2024-03-31 |
73,569 |
$1,525,000 |
73,569 |
|
ENVESTNET ASSET MANAGEMENT INC |
2893 |
*New |
2024-03-31 |
57,695 |
$1,196,000 |
57,695 |
|
Cetera Investment Advisers |
2003 |
*New |
2024-03-31 |
52,004 |
$1,078,000 |
52,004 |
|
FINANCIAL NETWORK |
1422 |
*New |
2024-03-31 |
51,092 |
$1,059,000 |
51,092 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2552 |
*New |
2024-03-31 |
31,890 |
$661,000 |
31,890 |
|
Change Path LLC |
487 |
- |
2024-03-31 |
31,230 |
$647,000 |
9,801 |
|
Virtue Capital Management LLC |
257 |
- |
2024-03-31 |
17,810 |
$371,000 |
-300 |
|
Advisor Group Holdings Inc. |
3361 |
- |
2024-03-31 |
13,708 |
$284,000 |
-6,499 |
|
ADVISORY SERVICES NETWORK, LLC |
1172 |
*New |
2024-03-31 |
13,550 |
$281,000 |
13,550 |
|
Steward Partners Investment Advisory LLC |
2492 |
- |
2024-03-31 |
1,002 |
$21,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1396 |
*New |
2024-03-31 |
431 |
$9,000 |
431 |
|
PROEQUITIES INC. |
2776 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6485 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,051 |
|
|
13 Records found
|
1
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