| |
Institutional
Holders
Total
Institutions:
 |
152  1 |
|
|
Total
shares held :
|
7,313,345 |
|
|
% of shares
held :
|
10.6% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
|
Amount
of shares held :
|
-278,141 |
|
|
% of shares
held change :
|
-0.4% |
|
| 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 |
  FIRST NATIONAL CORP /MA/ /ADV |
26 |
- |
2024-03-31 |
46,156 |
$4,374,000 |
0 |
|
| Williams & Novak LLC |
18 |
- |
2024-03-31 |
16,342 |
$1,549,000 |
0 |
|
| Delta Financial Group Inc. |
58 |
- |
2024-03-31 |
11,900 |
$1,129,000 |
0 |
|
| Financial Gravity Wealth Inc. |
221 |
- |
2023-12-31 |
153,586 |
$1,015,000 |
0 |
|
| AJ WEALTH STRATEGIES LLC |
139 |
- |
2023-06-30 |
9,460 |
$887,000 |
0 |
|
| STEPHENS INC /AR/ |
692 |
- |
2023-12-31 |
6,125 |
$580,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1115 |
- |
2023-12-31 |
5,694 |
$534,000 |
0 |
|
| Capstone Triton Financial Group LLC |
74 |
- |
2024-03-31 |
4,938 |
$468,000 |
0 |
|
| Heritage Trust Co |
215 |
- |
2023-12-31 |
3,958 |
$375,000 |
0 |
|
| TD Waterhouse Canada Inc. |
707 |
- |
2024-03-31 |
2,955 |
$279,000 |
0 |
|
| CHAPIN DAVIS INC. |
210 |
- |
2024-03-31 |
2,201 |
$209,000 |
0 |
|
| Community Bank N.A. |
244 |
- |
2023-12-31 |
1,000 |
$95,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
222 |
- |
2024-03-31 |
811 |
$77,000 |
0 |
|
| DB Wealth Management Group LLC |
193 |
- |
2023-12-31 |
351 |
$33,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3665 |
- |
2023-12-31 |
105 |
$10,000 |
0 |
|
| Sanctuary Wealth Management L.L.C. |
170 |
- |
2023-12-31 |
65 |
$6,000 |
0 |
|
| PROEQUITIES INC. |
1908 |
- |
2024-03-31 |
45 |
$4,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5197 |
- |
2023-12-31 |
25 |
$2,000 |
0 |
|
| Focused Wealth Management Inc |
898 |
- |
2023-12-31 |
3 |
$0 |
0 |
|
|
19 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
|
|
|
