|
Institutional
Holders
Total
Institutions:
|
36 1 |
|
Total
shares held :
|
1,323,767 |
|
% of shares
held :
|
80.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
127,904 |
|
% of shares
held change :
|
7.75% |
|
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 |
BANK OF NEW YORK MELLON CORP |
2079 |
- |
2024-03-31 |
189,483 |
$7,994,000 |
4,772 |
|
Pinnacle Wealth Planning Services Inc. |
13 |
- |
2023-12-31 |
169,024 |
$7,089,000 |
1,737 |
|
Treasure Coast Financial Planning |
11 |
- |
2024-03-31 |
127,159 |
$5,365,000 |
4,393 |
|
FLOW TRADERS U.S. LLC |
123 |
- |
2023-12-31 |
88,342 |
$3,705,000 |
44,088 |
|
Main Street Financial Solutions LLC |
54 |
- |
2024-03-31 |
81,274 |
$3,429,000 |
4,905 |
|
JANE STREET GROUP LLC |
2237 |
- |
2023-12-31 |
56,456 |
$2,368,000 |
1,118 |
|
ARVEST INVESTMENTS INC. |
55 |
- |
2024-03-31 |
55,732 |
$2,351,000 |
688 |
|
UBS Group AG |
2750 |
- |
2023-12-31 |
51,900 |
$2,177,000 |
44,705 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
36,047 |
$1,512,000 |
4,396 |
|
1620 INVESTMENT ADVISORS INC. |
22 |
- |
2023-12-31 |
25,228 |
$1,058,000 |
1,019 |
|
SENTINEL PENSION ADVISORS INC |
55 |
- |
2023-12-31 |
14,350 |
$602,000 |
253 |
|
Swisher Financial Concepts Inc. |
39 |
- |
2024-03-31 |
11,256 |
$472,000 |
1,251 |
|
VALMARK ADVISERS INC |
361 |
- |
2023-12-31 |
10,379 |
$435,000 |
361 |
|
Vertex Planning Partners LLC |
132 |
- |
2023-12-31 |
6,135 |
$257,000 |
775 |
|
MORGAN STANLEY |
6914 |
- |
2023-12-31 |
12 |
$1,000 |
12 |
|
|
15 Records found
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1
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