|
Institutional
Holders
Total
Institutions:
|
71 4 |
|
Total
shares held :
|
3,032,282 |
|
% of shares
held :
|
54.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
480,268 |
|
% of shares
held change :
|
8.65% |
|
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 |
FIRST HEARTLAND CONSULTANTS INC |
182 |
*New |
2024-03-31 |
19,593 |
$825,000 |
19,593 |
|
EFFICIENT ADVISORS, LLC |
56 |
*New |
2024-03-31 |
11,021 |
$464,000 |
11,021 |
|
Whitaker-Myers Wealth Managers LTD. |
76 |
*New |
2024-03-31 |
7,051 |
$297,000 |
7,051 |
|
OneAscent Wealth Management LLC |
131 |
*New |
2024-03-31 |
6,710 |
$283,000 |
6,710 |
|
CWM LLC |
2473 |
*New |
2024-03-31 |
879 |
$37,000 |
879 |
|
Ronald Blue Trust Inc. |
1164 |
*New |
2024-03-31 |
573 |
$24,000 |
573 |
|
JFS WEALTH ADVISORS, LLC |
718 |
*New |
2024-03-31 |
326 |
$14,000 |
326 |
|
Smartleaf Asset Management LLC |
1416 |
*New |
2024-03-31 |
33 |
$1,000 |
33 |
|
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8 Records found
|
1
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Page 1 of 1 |
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