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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
39  0 |
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Total
shares held :
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1,249,762 |
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% of shares
held :
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83.88% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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4 |
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Amount
of shares held :
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66,762 |
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|
% of shares
held change :
|
4.48% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Precision Wealth Strategies LLC |
1 |
- |
2024-03-31 |
241,329 |
$14,695,000 |
0 |
|
| LINCOLN NATIONAL CORP |
223 |
- |
2024-03-31 |
55,000 |
$3,349,000 |
0 |
|
| Ratio Wealth Group |
34 |
- |
2023-12-31 |
36,790 |
$2,842,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
1090 |
- |
2023-12-31 |
23,885 |
$1,845,000 |
0 |
|
| Wealth Alliance |
92 |
- |
2024-03-31 |
28,474 |
$1,734,000 |
0 |
|
| Rockefeller Capital Management L.P. |
1027 |
- |
2023-12-31 |
18,360 |
$1,418,000 |
0 |
|
| Keystone Wealth Services LLC |
83 |
- |
2024-03-31 |
15,558 |
$947,000 |
0 |
|
| Mason & Associates Inc |
57 |
- |
2024-03-31 |
9,700 |
$591,000 |
0 |
|
| MULTIFINANCIAL SECURITIES CORP |
1250 |
- |
2023-12-31 |
5,230 |
$404,000 |
0 |
|
| Synergy Financial Management LLC |
101 |
- |
2024-03-31 |
5,225 |
$318,000 |
0 |
|
| Outlook Wealth Advisors LLC |
206 |
- |
2024-03-31 |
4,996 |
$304,000 |
0 |
|
| Lokken Investment Group LLC |
105 |
- |
2023-12-31 |
3,399 |
$263,000 |
0 |
|
| YALE CAPITAL CORP |
398 |
- |
2024-03-31 |
4,200 |
$256,000 |
0 |
|
| FULTON BANK, N.A. |
471 |
- |
2024-03-31 |
4,060 |
$247,000 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3022 |
- |
2024-03-31 |
3,582 |
$218,000 |
0 |
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| Integrated Advisors Network LLC |
670 |
- |
2024-03-31 |
3,350 |
$204,000 |
0 |
|
| Advisor Group Holdings Inc. |
4354 |
- |
2024-03-31 |
1,313 |
$80,000 |
0 |
|
| CAMBRIDGE TRUST CO |
425 |
- |
2023-12-31 |
593 |
$46,000 |
0 |
|
| PROEQUITIES INC. |
2413 |
- |
2024-03-31 |
0 |
$0 |
0 |
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19 Records found
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1
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