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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    6
Total shares held : 
4,074,113  
% of shares held : 
45.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  18  
Amount of shares held : 
1,203,939  
% of shares held change : 
  13.38%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 147,264
 3.61%
 
Increased Positions :
22
 1,290,881
 31.68%
 
Unchanged Positions :
6
 18,317
 0.45%
 
Decreased Positions :
10
-99,588
-2.44%
 
Closed Positions :
4
-134,618
-3.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HBW Advisory Services LLC 155 - 2024-03-31 30,357 $692,000 0
   JANNEY MONTGOMERY SCOTT LLC 2114 - 2024-03-31 18,075 $410,000 0
   Collaborative Wealth Managment Inc. 100 - 2023-12-31 16,787 $382,000 0
   Iron Horse Wealth Management LLC 104 - 2024-03-31 1,600 $36,000 0
   Advisor Group Holdings Inc. 5237 - 2023-12-31 1,250 $28,000 0
   TUCKER ASSET MANAGEMENT LLC 592 - 2023-12-31 220 $5,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 220 $5,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Larson Financial Group LLC - 2024-03-31 1 $0 0

  9 Records found
  1    
  Page 1 of 1
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