| |
Institutional
Holders
Total
Institutions:
 |
84  4 |
|
|
Total
shares held :
|
5,965,018 |
|
|
% of shares
held :
|
6.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
812,021 |
|
|
% of shares
held change :
|
0.9% |
|
| 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 |
  Fundamentun LLC |
76 |
*New |
2024-03-31 |
86,427 |
$3,565,000 |
86,427 |
|
| Foster Group Inc. |
101 |
*New |
2024-03-31 |
18,130 |
$748,000 |
18,130 |
|
| WPWealth LLP |
36 |
*New |
2024-03-31 |
14,095 |
$581,000 |
14,095 |
|
| Onyx Financial Advisors LLC |
11 |
*New |
2024-03-31 |
11,214 |
$463,000 |
11,214 |
|
| M&T BANK CORP |
1444 |
*New |
2024-03-31 |
5,562 |
$229,000 |
5,562 |
|
| KFG WEALTH MANAGEMENT LLC |
143 |
*New |
2024-03-31 |
5,502 |
$227,000 |
5,502 |
|
| MATHER GROUP, INC. |
813 |
*New |
2024-03-31 |
1,585 |
$65,000 |
1,585 |
|
| Spire Wealth Management |
1130 |
*New |
2024-03-31 |
1,559 |
$64,000 |
1,559 |
|
| Private Ocean LLC |
278 |
*New |
2024-03-31 |
851 |
$35,000 |
851 |
|
| SJS Investment Consulting Inc. |
415 |
*New |
2024-03-31 |
167 |
$7,000 |
167 |
|
| GRADIENT INVESTMENTS LLC |
1889 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
11 Records found
|
1
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