| |
Institutional
Holders
Total
Institutions:
 |
55  26 |
|
|
Total
shares held :
|
1,254,520 |
|
|
% of shares
held :
|
28.84% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
36 |
|
|
Amount
of shares held :
|
608,900 |
|
|
% of shares
held change :
|
14% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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|
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 |
  UNIQUE WEALTH LLC |
15 |
*New |
2024-03-31 |
101,866 |
$5,130,000 |
101,866 |
|
| Guardian Financial Partners LLC |
19 |
*New |
2024-03-31 |
35,806 |
$1,803,000 |
35,806 |
|
| J2 Capital Management Inc |
12 |
*New |
2023-09-30 |
25,202 |
$1,183,000 |
25,202 |
|
| Jupiter Wealth Management LLC |
54 |
*New |
2024-03-31 |
16,299 |
$804,000 |
16,299 |
|
| WILLNER & HELLER LLC |
41 |
*New |
2023-12-31 |
15,795 |
$761,000 |
15,795 |
|
| Claro Advisors LLC |
175 |
*New |
2024-03-31 |
15,106 |
$761,000 |
15,106 |
|
| NewEdge Wealth LLC |
520 |
*New |
2024-03-31 |
12,319 |
$597,000 |
12,319 |
|
| AMERIPRISE FINANCIAL INC |
3375 |
*New |
2023-12-31 |
10,161 |
$490,000 |
10,161 |
|
| DAVENPORT & CO LLC |
815 |
*New |
2024-03-31 |
9,000 |
$453,000 |
9,000 |
|
| High Net Worth Advisory Group LLC |
127 |
*New |
2024-03-31 |
8,797 |
$443,000 |
8,797 |
|
| Atria Wealth Solutions Inc. |
1394 |
*New |
2023-12-31 |
7,096 |
$342,000 |
7,096 |
|
| Arete Wealth Advisors LLC |
516 |
*New |
2023-12-31 |
7,051 |
$340,000 |
7,051 |
|
| IHT Wealth Management LLC |
738 |
*New |
2023-12-31 |
6,801 |
$328,000 |
6,801 |
|
| H D Vest Advisory Services |
1285 |
*New |
2024-03-31 |
5,963 |
$300,000 |
5,963 |
|
| BB&T CORP |
2339 |
*New |
2023-12-31 |
5,415 |
$261,000 |
5,415 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1217 |
*New |
2023-12-31 |
4,454 |
$215,000 |
4,454 |
|
| HBC Financial Services PLLC |
40 |
*New |
2024-03-31 |
2,800 |
$134,000 |
2,800 |
|
| Goss Wealth Management LLC |
1836 |
*New |
2023-12-31 |
2,770 |
$134,000 |
2,770 |
|
| BANK OF MONTREAL /CAN/ |
3161 |
*New |
2023-12-31 |
320 |
$16,000 |
320 |
|
| Sunbelt Securities Inc. |
1230 |
*New |
2024-03-31 |
200 |
$10,000 |
200 |
|
| Glassman Wealth Services |
165 |
*New |
2024-03-31 |
160 |
$8,000 |
160 |
|
| SRS Capital Advisors Inc. |
989 |
*New |
2023-12-31 |
46 |
$2,000 |
46 |
|
| Global Retirement Partners LLC |
2703 |
*New |
2024-03-31 |
41 |
$2,000 |
41 |
|
| HARBOUR INVESTMENTS INC. |
2774 |
*New |
2023-12-31 |
21 |
$1,000 |
21 |
|
| MORGAN STANLEY |
6985 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
25 Records found
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1
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