| |
Institutional
Holders
Total
Institutions:
 |
28  0 |
|
|
Total
shares held :
|
1,743,063 |
|
|
% of shares
held :
|
1.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
-395,085 |
|
|
% of shares
held change :
|
 -0.44% |
|
| 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 |
  Fermata Advisors LLC |
23 |
*New |
2024-03-31 |
228,275 |
$5,120,000 |
228,275 |
|
| DAVIDSON D A & CO |
513 |
*New |
2024-03-31 |
93,410 |
$2,095,000 |
93,410 |
|
| Simplicity WealthLLC |
569 |
*New |
2024-03-31 |
37,183 |
$834,000 |
37,183 |
|
| Aptus Capital Advisors LLC |
467 |
*New |
2024-03-31 |
25,944 |
$582,000 |
25,944 |
|
| FLOW TRADERS U.S. LLC |
425 |
*New |
2024-03-31 |
24,061 |
$540,000 |
24,061 |
|
| STIFEL FINANCIAL CORP |
2668 |
*New |
2024-03-31 |
20,003 |
$449,000 |
20,003 |
|
| Elwood & Goetz Wealth Advisory Group LLC |
72 |
*New |
2024-03-31 |
12,100 |
$271,000 |
12,100 |
|
| Atria Wealth Solutions Inc. |
1787 |
*New |
2024-03-31 |
9,212 |
$207,000 |
9,212 |
|
|
8 Records found
|
1
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Page 1 of 1 |
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