| |
Institutional
Holders
Total
Institutions:
 |
13  8 |
|
|
Total
shares held :
|
223,598 |
|
|
% of shares
held :
|
2.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
88,448 |
|
|
% of shares
held change :
|
0.98% |
|
| 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 |
  Tilson Financial Group Inc. |
5 |
*New |
2024-03-31 |
114,059 |
$8,725,000 |
114,059 |
|
| TCG Advisory Services LLC |
60 |
*New |
2024-03-31 |
98,975 |
$7,571,000 |
98,975 |
|
| NorthLanding Financial Partners LLC |
5 |
*New |
2024-03-31 |
68,998 |
$5,278,000 |
68,998 |
|
| Verum Partners LLC |
|
- |
2024-03-31 |
51,099 |
$3,909,000 |
48,339 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1583 |
- |
2024-03-31 |
34,053 |
$2,605,000 |
30,169 |
|
| HIGHTOWER ADVISORS, LLC |
1326 |
*New |
2024-03-31 |
30,704 |
$2,347,000 |
30,704 |
|
| Lansing Street Advisors |
27 |
*New |
2024-03-31 |
24,365 |
$1,864,000 |
24,365 |
|
| GRAND WEALTH MANAGEMENT LLC |
19 |
*New |
2024-03-31 |
22,690 |
$1,736,000 |
22,690 |
|
| Nicholas Hoffman & Company LLC. |
114 |
*New |
2024-03-31 |
13,796 |
$1,055,000 |
13,796 |
|
| AFS Financial Group LLC |
9 |
*New |
2024-03-31 |
10,550 |
$807,000 |
10,550 |
|
| OMNI 360 Wealth Inc. |
|
*New |
2024-03-31 |
8,625 |
$660,000 |
8,625 |
|
| Patriot Investment Management Inc. |
|
*New |
2024-03-31 |
8,160 |
$624,000 |
8,160 |
|
| SJS Investment Consulting Inc. |
|
*New |
2024-03-31 |
7,153 |
$547,000 |
7,153 |
|
| HBK SORCE ADVISORY LLC |
414 |
*New |
2024-03-31 |
4,625 |
$354,000 |
4,625 |
|
| ESSEX FINANCIAL SERVICES INC |
445 |
*New |
2024-03-31 |
3,470 |
$265,000 |
3,470 |
|
| PRIVATE CAPITAL MANAGEMENT LLC |
|
*New |
2024-03-31 |
3,088 |
$236,000 |
3,088 |
|
| Pasadena Private Wealth LLC |
|
*New |
2024-03-31 |
2,796 |
$214,000 |
2,796 |
|
| Dentgroup LLC |
|
*New |
2024-03-31 |
2,711 |
$207,000 |
2,711 |
|
| Mendota Financial Group LLC |
140 |
*New |
2024-03-31 |
1,065 |
$81,000 |
1,065 |
|
| Advisor Group Holdings Inc. |
5019 |
*New |
2024-03-31 |
397 |
$30,000 |
397 |
|
| Auour Investments LLC |
80 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,692 |
|
| PROEQUITIES INC. |
9255 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
22 Records found
|
1
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