| |
Institutional
Holders
Total
Institutions:
 |
19  1 |
|
|
Total
shares held :
|
430,422 |
|
|
% of shares
held :
|
4.78% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 2 |
|
|
Amount
of shares held :
|
-12,795 |
|
|
% of shares
held change :
|
-0.14% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
  OxenFree Capital LLC |
5 |
- |
2024-03-31 |
229,153 |
$6,871,000 |
14,908 |
|
| FINANCIAL MANAGEMENT NETWORK INC |
29 |
- |
2024-03-31 |
108,666 |
$3,150,000 |
49,838 |
|
| Feltz Wealth PLAN Inc. |
137 |
- |
2023-12-31 |
48,684 |
$1,414,000 |
2,994 |
|
| INTL FCSTONE INC. |
127 |
- |
2024-03-31 |
45,497 |
$1,364,000 |
4,429 |
|
| Holistic Planning LLC |
|
- |
2024-03-31 |
32,520 |
$975,000 |
19,761 |
|
| PDS Planning Inc |
|
- |
2024-03-31 |
13,262 |
$398,000 |
34 |
|
| ESSEX FINANCIAL SERVICES INC |
428 |
- |
2024-03-31 |
9,771 |
$293,000 |
2,575 |
|
| CREATIVE PLANNING |
2167 |
- |
2023-12-31 |
9,164 |
$266,000 |
0 |
|
| Safeguard Financial LLC |
68 |
- |
2024-03-31 |
8,567 |
$257,000 |
19 |
|
| Everhart Financial Group Inc. |
212 |
- |
2023-12-31 |
8,227 |
$239,000 |
-36 |
|
| Advisor Group Holdings Inc. |
4004 |
- |
2023-12-31 |
6,043 |
$176,000 |
-12 |
|
| Parallel Advisors LLC |
1612 |
- |
2023-12-31 |
1,200 |
$35,000 |
0 |
|
| CWM LLC |
2694 |
- |
2024-03-31 |
913 |
$27,000 |
32 |
|
| ICA Group Wealth Management LLC |
750 |
- |
2023-12-31 |
620 |
$18,000 |
620 |
|
| JNBA FINANCIAL ADVISORS |
455 |
- |
2024-03-31 |
363 |
$11,000 |
244 |
|
| Smartleaf Asset Management LLC |
|
*New |
2024-03-31 |
363 |
$11,000 |
363 |
|
| INDIANA TRUST & INVESTMENT MANAGEMENT CO |
438 |
- |
2024-03-31 |
150 |
$4,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2801 |
*New |
2023-12-31 |
42 |
$1,000 |
42 |
|
| BANK OF AMERICA CORP /DE/ |
6091 |
*New |
2023-12-31 |
23 |
$1,000 |
23 |
|
| IFP Advisors Inc |
2855 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,476 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ROYAL BANK OF CANADA |
6530 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,501 |
|
| UBS Group AG |
7791 |
- |
2023-12-31 |
17 |
$0 |
4 |
|
| CITADEL ADVISORS LLC |
6383 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,452 |
|
|
24 Records found
|
1
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