| |
Institutional
Holders
Total
Institutions:
 |
36  2 |
|
|
Total
shares held :
|
1,897,202 |
|
|
% of shares
held :
|
79.05% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
-14,596 |
|
|
% of shares
held change :
|
 -0.61% |
|
| 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 |
  CFO4Life L.P. |
47 |
*New |
2022-12-31 |
47,747 |
$2,045,000 |
47,747 |
|
| RAYMOND JAMES & ASSOCIATES |
2387 |
*New |
2024-03-31 |
22,521 |
$1,359,000 |
22,521 |
|
| GOLDMAN SACHS GROUP INC/ |
3537 |
*New |
2023-12-31 |
18,356 |
$971,000 |
18,356 |
|
| TD Waterhouse Canada Inc. |
651 |
*New |
2024-03-31 |
6,690 |
$399,000 |
6,690 |
|
| Envestnet Portfolio Solutions Inc. |
1417 |
*New |
2024-03-31 |
4,439 |
$268,000 |
4,439 |
|
| Stonehearth Capital Management LLC |
71 |
*New |
2024-03-31 |
3,602 |
$217,000 |
3,602 |
|
| Sunbelt Securities Inc. |
504 |
*New |
2024-03-31 |
3,512 |
$212,000 |
3,512 |
|
| Global Retirement Partners LLC |
1891 |
*New |
2024-03-31 |
268 |
$16,000 |
268 |
|
| SIGNATUREFD, LLC |
2682 |
*New |
2024-03-31 |
51 |
$3,000 |
51 |
|
| Coppell Advisory Solutions LLC |
1895 |
*New |
2023-12-31 |
9 |
$0 |
9 |
|
|
10 Records found
|
1
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Page 1 of 1 |
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