| |
Institutional
Holders
Total
Institutions:
 |
16  0 |
|
|
Total
shares held :
|
436,096 |
|
|
% of shares
held :
|
4.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
|
Amount
of shares held :
|
-26,158 |
|
|
% of shares
held change :
|
 -0.29% |
|
| 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 |
  Holistic Planning LLC |
|
- |
2024-03-31 |
182,700 |
$5,300,000 |
118,427 |
|
| OxenFree Capital LLC |
9 |
- |
2024-03-31 |
131,845 |
$3,825,000 |
7,735 |
|
| Feltz Wealth PLAN Inc. |
82 |
- |
2023-12-31 |
130,637 |
$3,483,000 |
10,313 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1020 |
- |
2024-03-31 |
104,373 |
$3,028,000 |
104,373 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1502 |
*New |
2024-03-31 |
35,050 |
$1,017,000 |
35,050 |
|
| INTL FCSTONE INC. |
163 |
- |
2024-03-31 |
32,903 |
$954,000 |
115 |
|
| Safeguard Financial LLC |
35 |
- |
2024-03-31 |
29,727 |
$862,000 |
153 |
|
| Everhart Financial Group Inc. |
72 |
- |
2023-12-31 |
29,516 |
$787,000 |
-231 |
|
| ESSEX FINANCIAL SERVICES INC |
449 |
*New |
2024-03-31 |
8,940 |
$259,000 |
8,940 |
|
| Venture Visionary Partners LLC |
438 |
- |
2023-12-31 |
9,663 |
$258,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3468 |
*New |
2024-03-31 |
7,939 |
$230,000 |
7,939 |
|
| MCKINLEY CARTER WEALTH SERVICES, INC. |
289 |
*New |
2024-03-31 |
7,245 |
$210,000 |
7,245 |
|
| Advisor Group Holdings Inc. |
3893 |
- |
2023-12-31 |
7,589 |
$202,000 |
1,192 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
128 |
*New |
2023-12-31 |
2,050 |
$55,000 |
2,050 |
|
| McIlrath & Eck LLC |
251 |
- |
2023-12-31 |
2,006 |
$53,000 |
0 |
|
| ROYAL BANK OF CANADA |
5285 |
- |
2023-12-31 |
1,940 |
$52,000 |
-1,640 |
|
| FinTrust Capital Advisors LLC |
614 |
*New |
2024-03-31 |
1,181 |
$34,000 |
1,181 |
|
| HARBOUR INVESTMENTS INC. |
1679 |
- |
2023-12-31 |
1,138 |
$30,000 |
543 |
|
| Castleview Partners LLC |
469 |
*New |
2023-12-31 |
551 |
$15,000 |
551 |
|
| INDIANA TRUST & INVESTMENT MANAGEMENT CO |
400 |
- |
2024-03-31 |
260 |
$8,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| UBS Group AG |
7518 |
*Closed |
2023-12-31 |
0 |
$0 |
-51 |
|
| MORGAN STANLEY |
7694 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| CITADEL ADVISORS LLC |
6385 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,630 |
|
|
24 Records found
|
1
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