|
Institutional
Holders
Total
Institutions:
|
8 2 |
|
Total
shares held :
|
404,468 |
|
% of shares
held :
|
40.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
332,265 |
|
% of shares
held change :
|
32.9% |
|
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 |
ACCESS FINANCIAL SERVICES INC. |
2 |
*New |
2024-03-31 |
590,586 |
$17,744,000 |
590,586 |
|
AE Wealth Management LLC |
325 |
- |
2024-03-31 |
141,477 |
$4,251,000 |
-201,171 |
|
Weaver Consulting Group |
41 |
- |
2024-03-31 |
55,881 |
$1,679,000 |
0 |
|
Change Path LLC |
266 |
*New |
2024-03-31 |
53,811 |
$1,617,000 |
53,811 |
|
Great Lakes Retirement Inc. |
180 |
*New |
2024-03-31 |
12,538 |
$377,000 |
12,538 |
|
Capital Investment Advisory Services LLC |
537 |
- |
2024-03-31 |
3,981 |
$120,000 |
-45 |
|
HARBOUR INVESTMENTS INC. |
1517 |
- |
2023-12-31 |
1,535 |
$43,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
438 |
- |
2024-03-31 |
360 |
$11,000 |
0 |
|
Pineridge Advisors LLC |
327 |
*New |
2024-03-31 |
226 |
$7,000 |
226 |
|
UBS Group AG |
6656 |
- |
2024-03-31 |
67 |
$2,000 |
50 |
|
Richard W. Paul & Associates LLC |
470 |
*New |
2024-03-31 |
25 |
$1,000 |
25 |
|
MORGAN STANLEY |
7341 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
PROEQUITIES INC. |
6912 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
13 Records found
|
1
|
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