|
Institutional
Holders
Total
Institutions:
|
38 2 |
|
Total
shares held :
|
8,233,558 |
|
% of shares
held :
|
81.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
847,161 |
|
% of shares
held change :
|
8.39% |
|
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 |
Kestra Advisory Services LLC |
212 |
*New |
2023-12-31 |
495,348 |
$12,820,000 |
495,348 |
|
Financial Strategies Group Inc. |
10 |
*New |
2024-03-31 |
416,102 |
$11,222,000 |
416,102 |
|
Belpointe Asset Management LLC |
58 |
*New |
2024-03-31 |
151,434 |
$4,090,000 |
151,434 |
|
FINANCIAL ARCHITECTS INC |
58 |
*New |
2023-06-30 |
97,224 |
$2,365,000 |
97,224 |
|
Patriot Financial Group Insurance Agency LLC |
221 |
*New |
2024-03-31 |
23,851 |
$644,000 |
23,851 |
|
SILVER OAK SECURITIES Inc |
280 |
*New |
2024-03-31 |
12,720 |
$344,000 |
12,720 |
|
HARTLINE INVESTMENT CORP/ |
308 |
*New |
2024-03-31 |
10,085 |
$272,000 |
10,085 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
308 |
*New |
2024-03-31 |
10,085 |
$272,000 |
10,085 |
|
Triumph Capital Management |
193 |
*New |
2024-03-31 |
8,881 |
$240,000 |
8,881 |
|
Allen Mooney & Barnes Investment Advisors LLC |
148 |
*New |
2024-03-31 |
8,807 |
$237,000 |
8,807 |
|
Atomi Financial Group Inc. |
641 |
*New |
2024-03-31 |
8,079 |
$218,000 |
8,079 |
|
Core Wealth Advisors Inc. |
55 |
*New |
2023-12-31 |
5,810 |
$150,000 |
5,810 |
|
ROYAL BANK OF CANADA |
5993 |
*New |
2023-12-31 |
100 |
$3,000 |
100 |
|
|
13 Records found
|
1
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