|
Institutional
Holders
Total
Institutions:
|
5 3 |
|
Total
shares held :
|
106,390 |
|
% of shares
held :
|
1.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
105,450 |
|
% of shares
held change :
|
1.17% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Peak Asset Management LLC |
32 |
*New |
2024-03-31 |
70,615 |
$3,970,000 |
70,615 |
|
J P MORGAN CHASE & CO |
2709 |
- |
2024-03-31 |
56,389 |
$3,171,000 |
16,177 |
|
Altus Wealth Group LLC |
39 |
*New |
2024-03-31 |
22,534 |
$1,267,000 |
22,534 |
|
Paragon Advisors LLC |
60 |
- |
2024-03-31 |
19,319 |
$1,086,000 |
-315 |
|
Advisor Group Holdings Inc. |
2268 |
- |
2024-03-31 |
18,856 |
$1,060,000 |
3,420 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
189 |
- |
2024-03-31 |
7,450 |
$419,000 |
-23,601 |
|
Orion Capital Management LLC |
434 |
- |
2024-03-31 |
57 |
$3,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
6663 |
*Closed |
2023-12-31 |
0 |
$0 |
-200 |
|
PROEQUITIES INC. |
8964 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
9 Records found
|
1
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