| |
Institutional
Holders
Total
Institutions:
 |
15  14 |
|
|
Total
shares held :
|
168,868 |
|
|
% of shares
held :
|
1.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
|
Amount
of shares held :
|
168,541 |
|
|
% of shares
held change :
|
1.87% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Berger Financial Group Inc |
120 |
- |
2024-03-31 |
60,323 |
$1,619,000 |
4,495 |
|
| PERSONAL CFO SOLUTIONS LLC |
251 |
*New |
2023-12-31 |
17,558 |
$454,000 |
17,558 |
|
| Crown Wealth Group LLC |
|
*New |
2023-12-31 |
17,230 |
$446,000 |
17,230 |
|
| BERSON & CORRADO INVESTMENT ADVISORS, LLC |
|
*New |
2023-12-31 |
16,753 |
$433,000 |
16,753 |
|
| FIRST CITY CAPITAL MANAGEMENT INC |
|
*New |
2023-12-31 |
13,245 |
$343,000 |
13,245 |
|
| Global Strategic Investment Solutions LLC |
|
*New |
2023-12-31 |
12,805 |
$331,000 |
12,805 |
|
| WPWealth LLP |
|
*New |
2023-12-31 |
10,765 |
$278,000 |
10,765 |
|
| KFG WEALTH MANAGEMENT LLC |
132 |
- |
2024-03-31 |
9,664 |
$259,000 |
0 |
|
| LINCOLN NATIONAL CORP |
|
*New |
2023-12-31 |
8,787 |
$227,000 |
8,787 |
|
| DHJJ Financial Advisors Ltd. |
171 |
*New |
2024-03-31 |
5,220 |
$140,000 |
5,220 |
|
| Capital Investment Advisory Services LLC |
580 |
- |
2024-03-31 |
3,200 |
$86,000 |
0 |
|
| IFP Advisors Inc |
|
*New |
2023-12-31 |
1,465 |
$38,000 |
1,465 |
|
| Sugarloaf Wealth Management LLC |
441 |
- |
2024-03-31 |
600 |
$16,000 |
0 |
|
| Advisor Group Holdings Inc. |
5530 |
*New |
2023-12-31 |
582 |
$15,000 |
582 |
|
| PRINCIPAL SECURITIES INC. |
|
- |
2023-12-31 |
327 |
$8,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2736 |
*New |
2023-12-31 |
59 |
$2,000 |
59 |
|
|
16 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
