| |
Institutional
Holders
Total
Institutions:
 |
52  4 |
|
|
Total
shares held :
|
2,647,322 |
|
|
% of shares
held :
|
9.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
636,185 |
|
|
% of shares
held change :
|
2.17% |
|
| 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 |
  SAGEWORTH TRUST CO |
38 |
- |
2024-03-31 |
58,388 |
$1,924,000 |
0 |
|
| Strategic Blueprint LLC |
211 |
- |
2024-03-31 |
38,194 |
$1,258,000 |
0 |
|
| CENTRAL VALLEY ADVISORS LLC |
57 |
- |
2024-03-31 |
28,186 |
$929,000 |
0 |
|
| MONEY CONCEPTS CAPITAL CORP |
257 |
- |
2024-03-31 |
19,538 |
$644,000 |
0 |
|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
107 |
- |
2023-12-31 |
19,327 |
$605,000 |
0 |
|
| Bedel Financial Consulting Inc. |
138 |
- |
2024-03-31 |
14,593 |
$481,000 |
0 |
|
| H D Vest Advisory Services |
1068 |
- |
2024-03-31 |
14,212 |
$468,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
88 |
- |
2024-03-31 |
10,000 |
$329,000 |
0 |
|
| Berger Financial Group Inc |
266 |
- |
2024-03-31 |
9,594 |
$316,000 |
0 |
|
| Cornerstone Wealth Group LLC |
187 |
- |
2024-03-31 |
9,416 |
$310,000 |
0 |
|
| Miracle Mile Advisors LLC |
408 |
- |
2024-03-31 |
9,015 |
$297,000 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2841 |
- |
2024-03-31 |
8,855 |
$292,000 |
0 |
|
| FC Advisory LLC |
94 |
- |
2024-03-31 |
6,872 |
$226,000 |
0 |
|
| Strata Wealth Advisors LLC |
72 |
- |
2024-03-31 |
6,414 |
$211,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
144 |
- |
2024-03-31 |
6,237 |
$205,000 |
0 |
|
| Emerald Investment Partners LLC |
273 |
- |
2024-03-31 |
5,682 |
$187,000 |
0 |
|
| MORGAN STANLEY |
5706 |
- |
2023-12-31 |
3,500 |
$110,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3110 |
- |
2023-12-31 |
900 |
$28,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
992 |
- |
2024-03-31 |
74 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
5606 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
20 Records found
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