| |
Institutional
Holders
Total
Institutions:
 |
14  1 |
|
|
Total
shares held :
|
181,399 |
|
|
% of shares
held :
|
2.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
26,852 |
|
|
% of shares
held change :
|
0.3% |
|
| 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 |
  OneAscent Financial Services LLC |
143 |
*New |
2024-03-31 |
36,786 |
$822,000 |
36,786 |
|
| Buckingham Strategic Partners |
317 |
- |
2024-03-31 |
27,185 |
$608,000 |
-1,319 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2697 |
- |
2024-03-31 |
25,374 |
$567,000 |
-5,136 |
|
| GTS SECURITIES LLC |
842 |
*New |
2024-03-31 |
19,374 |
$433,000 |
19,374 |
|
| Moloney Securities Asset Management LLC |
285 |
- |
2024-03-31 |
19,000 |
$425,000 |
2,000 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2712 |
- |
2024-03-31 |
12,823 |
$287,000 |
1,300 |
|
| Valtinson Bruner Financial Planning LLC |
94 |
- |
2024-03-31 |
12,810 |
$286,000 |
0 |
|
| Advisor Group Holdings Inc. |
3416 |
- |
2024-03-31 |
11,923 |
$266,000 |
1,366 |
|
| CPA Asset Management LLC |
73 |
- |
2024-03-31 |
10,654 |
$238,000 |
0 |
|
| Farther Finance Advisors LLC |
819 |
*New |
2024-03-31 |
6,353 |
$141,000 |
6,353 |
|
| J P MORGAN CHASE & CO |
4632 |
*New |
2024-03-31 |
2,688 |
$60,000 |
2,688 |
|
| AdvisorNet Financial Inc |
1134 |
- |
2024-03-31 |
715 |
$16,000 |
4 |
|
| Geneos Wealth Management Inc. |
1570 |
- |
2024-03-31 |
398 |
$9,000 |
0 |
|
| BerganKDV Wealth Management LLC |
633 |
- |
2023-06-30 |
200 |
$4,000 |
0 |
|
| UBS Group AG |
6657 |
- |
2024-03-31 |
92 |
$2,000 |
-343 |
|
| MORGAN STANLEY |
7124 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| JANE STREET GROUP LLC |
5431 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,256 |
|
| PROEQUITIES INC. |
5064 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6261 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,040 |
|
|
19 Records found
|
1
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