| |
Institutional
Holders
Total
Institutions:
 |
12  0 |
|
|
Total
shares held :
|
66,464 |
|
|
% of shares
held :
|
7.38% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
8,992 |
|
|
% of shares
held change :
|
1% |
|
| 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 |
  Financial Gravity Wealth Inc. |
171 |
- |
2023-12-31 |
9,367 |
$1,534,000 |
0 |
|
| Coston McIsaac & Partners |
52 |
- |
2024-03-31 |
12,187 |
$866,000 |
0 |
|
| Ethos Financial Group LLC |
106 |
*New |
2023-12-31 |
9,287 |
$587,000 |
9,287 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
313 |
- |
2022-12-31 |
11,444 |
$566,000 |
5,726 |
|
| WAYNE HUMMER ASSET MANAGEMENT CO |
595 |
- |
2023-12-31 |
7,638 |
$482,000 |
412 |
|
| STEWART & PATTEN CO LLC |
62 |
- |
2024-03-31 |
6,495 |
$462,000 |
0 |
|
| PAUL A. VIOLICH INC |
89 |
- |
2024-03-31 |
4,999 |
$355,000 |
0 |
|
| DIVIDEND GROWTH ADVISORS LLC |
120 |
- |
2023-12-31 |
5,451 |
$344,000 |
-1,225 |
|
| TUCKER ASSET MANAGEMENT LLC |
73 |
- |
2023-12-31 |
5,137 |
$324,000 |
1,917 |
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
295 |
- |
2024-03-31 |
4,442 |
$316,000 |
-516 |
|
| NORTH STAR ASSET MANAGEMENT INC |
272 |
- |
2023-12-31 |
3,394 |
$214,000 |
0 |
|
| Main Street Group LTD |
116 |
- |
2023-12-31 |
1,983 |
$125,000 |
0 |
|
| Livelsberger Financial Advisory |
78 |
- |
2023-12-31 |
934 |
$59,000 |
0 |
|
| Strategic Investment Solutions Inc. /IL |
257 |
- |
2023-12-31 |
703 |
$44,000 |
703 |
|
| ALPHAMARK ADVISORS LLC |
440 |
- |
2024-03-31 |
276 |
$20,000 |
274 |
|
| Game Plan Financial Advisors LLC |
268 |
- |
2024-03-31 |
28 |
$2,000 |
0 |
|
| ORG Partners LLC |
1127 |
*Closed |
2023-12-31 |
0 |
$0 |
-154 |
|
| ROTHSCHILD INVESTMENT CORP /IL |
443 |
*Closed |
2023-09-30 |
0 |
$0 |
-9,128 |
|
|
18 Records found
|
1
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