|
Institutional
Holders
Total
Institutions:
|
39 1 |
|
Total
shares held :
|
524,107 |
|
% of shares
held :
|
59.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-19,692 |
|
% of shares
held change :
|
-2.25% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Milestone Advisory Partners |
9 |
*New |
2023-09-30 |
40,768 |
$3,921,000 |
40,768 |
|
Buckingham Strategic Partners |
520 |
*New |
2024-03-31 |
2,219 |
$248,000 |
2,219 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2979 |
*New |
2024-03-31 |
2,073 |
$232,000 |
2,073 |
|
St. James Investment Advisors LLC |
56 |
*New |
2022-12-31 |
1,651 |
$162,000 |
1,651 |
|
Coppell Advisory Solutions LLC |
539 |
*New |
2023-12-31 |
393 |
$41,000 |
393 |
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5 Records found
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1
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Page 1 of 1 |
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