|
Institutional
Holders
Total
Institutions:
|
5 1 |
|
Total
shares held :
|
96,088 |
|
% of shares
held :
|
10.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
20,547 |
|
% of shares
held change :
|
2.28% |
|
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. |
93 |
- |
2023-12-31 |
56,207 |
$4,101,000 |
0 |
|
AMARILLO NATIONAL BANK |
54 |
*New |
2024-03-31 |
28,898 |
$702,000 |
28,898 |
|
Ethos Financial Group LLC |
128 |
*New |
2023-12-31 |
19,279 |
$452,000 |
19,279 |
|
Coston McIsaac & Partners |
88 |
- |
2024-03-31 |
9,766 |
$237,000 |
304 |
|
Main Street Group LTD |
70 |
- |
2023-12-31 |
9,898 |
$232,000 |
0 |
|
Strategic Investment Solutions Inc. /IL |
320 |
- |
2023-12-31 |
1,242 |
$29,000 |
1,242 |
|
TUCKER ASSET MANAGEMENT LLC |
315 |
- |
2023-12-31 |
1,132 |
$27,000 |
80 |
|
Livelsberger Financial Advisory |
141 |
- |
2023-12-31 |
869 |
$20,000 |
0 |
|
|
8 Records found
|
1
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Page 1 of 1 |
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