| |
Institutional
Holders
Total
Institutions:
 |
6  3 |
|
|
Total
shares held :
|
677,242 |
|
|
% of shares
held :
|
7.52% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
|
Amount
of shares held :
|
29,211 |
|
|
% of shares
held change :
|
0.32% |
|
| 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 |
3 |
- |
2024-03-31 |
633,886 |
$52,162,000 |
-34,583 |
|
| OneAscent Wealth Management LLC |
67 |
*New |
2024-03-31 |
6,018 |
$495,000 |
6,018 |
|
| Envestnet Portfolio Solutions Inc. |
1208 |
- |
2024-03-31 |
4,809 |
$396,000 |
1,684 |
|
| Advisor Group Holdings Inc. |
3114 |
- |
2024-03-31 |
4,756 |
$391,000 |
2,648 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2653 |
*New |
2024-03-31 |
3,778 |
$311,000 |
3,778 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3743 |
*New |
2023-12-31 |
3,125 |
$226,000 |
3,125 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3504 |
*New |
2024-03-31 |
2,667 |
$219,000 |
2,667 |
|
| CWM LLC |
2445 |
*New |
2024-03-31 |
472 |
$39,000 |
472 |
|
| UBS Group AG |
|
*New |
2023-12-31 |
410 |
$30,000 |
410 |
|
| PROEQUITIES INC. |
9856 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| HARBOUR INVESTMENTS INC. |
3222 |
- |
2023-12-31 |
5 |
$0 |
0 |
|
|
11 Records found
|
1
|
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