| |
Institutional
Holders
Total
Institutions:
 |
69  5 |
|
|
Total
shares held :
|
4,474,443 |
|
|
% of shares
held :
|
49.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 6 |
|
|
Amount
of shares held :
|
955,977 |
|
|
% of shares
held change :
|
10.62% |
|
| 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 |
  Orgel Wealth Management LLC |
12 |
*New |
2024-03-31 |
2,034,771 |
$119,932,000 |
2,034,771 |
|
| BEACON FINANCIAL GROUP |
14 |
*New |
2024-03-31 |
188,333 |
$11,101,000 |
188,333 |
|
| CFO4Life L.P. |
28 |
*New |
2022-12-31 |
76,347 |
$3,390,000 |
76,347 |
|
| SILVER OAK SECURITIES Inc |
73 |
*New |
2024-03-31 |
36,811 |
$2,170,000 |
36,811 |
|
| Howard Capital Management Inc. |
53 |
*New |
2024-03-31 |
11,465 |
$676,000 |
11,465 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
726 |
*New |
2023-12-31 |
10,986 |
$597,000 |
10,986 |
|
| Beaumont Financial Advisors LLC |
274 |
*New |
2024-03-31 |
5,095 |
$300,000 |
5,095 |
|
| JOHNSON INVESTMENT COUNSEL INC |
718 |
*New |
2024-03-31 |
3,479 |
$205,000 |
3,479 |
|
| Atlantic Trust Group LLC |
2567 |
*New |
2024-03-31 |
60 |
$4,000 |
60 |
|
| SIGNATUREFD, LLC |
2684 |
*New |
2024-03-31 |
45 |
$3,000 |
45 |
|
|
10 Records found
|
1
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Page 1 of 1 |
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