| |
Institutional
Holders
Total
Institutions:
 |
29  2 |
|
|
Total
shares held :
|
1,453,127 |
|
|
% of shares
held :
|
20.76% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
|
Amount
of shares held :
|
70,059 |
|
|
% of shares
held change :
|
 1% |
|
| 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 |
  David Kennon Inc |
8 |
- |
2024-03-31 |
378,919 |
$7,925,000 |
-3,507 |
|
| WEALTHTRUST AXIOM LLC |
61 |
- |
2024-03-31 |
59,554 |
$1,246,000 |
-4,000 |
|
| LPL FINANCIAL CORP |
3044 |
- |
2024-03-31 |
52,049 |
$1,089,000 |
-406 |
|
| J.W. COLE ADVISORS INC. |
611 |
- |
2024-03-31 |
17,908 |
$375,000 |
-68 |
|
| Steward Partners Investment Advisory LLC |
1219 |
- |
2023-12-31 |
14,350 |
$296,000 |
-623 |
|
| SEQUENT ASSET MANAGEMENT, LLC |
62 |
- |
2024-03-31 |
12,050 |
$252,000 |
-450 |
|
| ADELL HARRIMAN & CARPENTER INC |
156 |
- |
2024-03-31 |
11,900 |
$249,000 |
-600 |
|
| BANK OF MONTREAL /CAN/ |
2609 |
- |
2023-12-31 |
10,000 |
$206,000 |
-22,920 |
|
| BANK OF AMERICA CORP /DE/ |
5184 |
- |
2023-12-31 |
6,260 |
$129,000 |
-3,417 |
|
| Larson Financial Group LLC |
564 |
- |
2024-03-31 |
4,203 |
$88,000 |
-237 |
|
|
10 Records found
|
1
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Page 1 of 1 |
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