| |
Institutional
Holders
Total
Institutions:
 |
8  0 |
|
|
Total
shares held :
|
98,828 |
|
|
% of shares
held :
|
10.98% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
25,225 |
|
|
% of shares
held change :
|
2.8% |
|
| 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 |
  Ethos Financial Group LLC |
108 |
- |
2024-03-31 |
18,097 |
$613,000 |
59 |
|
| Financial Gravity Wealth Inc. |
277 |
- |
2023-12-31 |
49,975 |
$394,000 |
0 |
|
| ARVEST TRUST CO N A |
|
- |
2023-12-31 |
9,421 |
$301,000 |
0 |
|
| TOWER BRIDGE ADVISORS |
179 |
- |
2024-03-31 |
7,768 |
$263,000 |
25 |
|
| Strategic Investment Solutions Inc. /IL |
109 |
- |
2023-12-31 |
7,400 |
$237,000 |
7,400 |
|
| FULTON BANK, N.A. |
511 |
*New |
2024-03-31 |
6,117 |
$207,000 |
6,117 |
|
| Livelsberger Financial Advisory |
45 |
- |
2023-12-31 |
5,244 |
$168,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
137 |
- |
2023-12-31 |
3,690 |
$118,000 |
1,758 |
|
| DIVIDEND GROWTH ADVISORS LLC |
185 |
- |
2023-12-31 |
3,183 |
$102,000 |
46 |
|
| Main Street Group LTD |
215 |
- |
2023-12-31 |
1,625 |
$52,000 |
0 |
|
| Coston McIsaac & Partners |
210 |
- |
2024-03-31 |
1,444 |
$48,000 |
1 |
|
|
11 Records found
|
1
|
Page 1 of 1 |
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