|
Institutional
Holders
Total
Institutions:
|
41 2 |
|
Total
shares held :
|
1,276,731 |
|
% of shares
held :
|
14.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
172,797 |
|
% of shares
held change :
|
1.92% |
|
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 |
Trellis Wealth Advisors LLC |
13 |
- |
2024-03-31 |
26,486 |
$1,508,000 |
0 |
|
MB Generational Wealth LLC |
16 |
- |
2024-03-31 |
21,926 |
$1,248,000 |
0 |
|
Diversified Portfolios Inc. |
83 |
- |
2024-03-31 |
11,424 |
$650,000 |
0 |
|
Plancorp LLC |
218 |
- |
2024-03-31 |
5,840 |
$332,000 |
0 |
|
Kelman-Lazarov Inc. |
87 |
- |
2024-03-31 |
4,921 |
$280,000 |
0 |
|
Tortoise Investment Management LLC |
191 |
- |
2024-03-31 |
4,500 |
$256,000 |
0 |
|
Passive Capital Management LLC. |
51 |
- |
2023-03-31 |
4,670 |
$236,000 |
0 |
|
Evanson Asset Management LLC |
279 |
- |
2024-03-31 |
3,877 |
$221,000 |
0 |
|
GRAND WEALTH MANAGEMENT LLC |
46 |
- |
2024-03-31 |
3,520 |
$200,000 |
0 |
|
Advisor Group Holdings Inc. |
4807 |
- |
2024-03-31 |
737 |
$42,000 |
0 |
|
WealthCollab LLC |
190 |
- |
2024-03-31 |
630 |
$36,000 |
0 |
|
Asset Dedication LLC |
523 |
- |
2024-03-31 |
507 |
$29,000 |
0 |
|
Signature Resources Capital Management LLC |
127 |
- |
2024-03-31 |
484 |
$26,000 |
0 |
|
PROEQUITIES INC. |
8317 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
14 Records found
|
1
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