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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    7
Total shares held : 
 993,282  
% of shares held : 
 11.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 75,900  
% of shares held change : 
   0.84%  
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 :
12
 143,090
 14.41%
 
Increased Positions :
16
 29,561
 2.98%
 
Unchanged Positions :
22
 106,452
 10.72%
 
Decreased Positions :
17
-44,479
-4.48%
 
Closed Positions :
5
-52,272
-5.26%
 
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
   Journey Advisory Group LLC 51 *New 2024-03-31 32,162 $4,404,000 32,162
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2652 *New 2024-03-31 2,908 $398,000 2,908
   RAYMOND JAMES & ASSOCIATES 3198 *New 2024-03-31 2,750 $377,000 2,750
   MELFA WEALTH MANAGEMENT LLC 127 *New 2024-03-31 1,826 $250,000 1,826
   CREATIVE PLANNING 2382 *New 2023-12-31 1,662 $210,000 1,662
   Adviser Investments LLC 516 *New 2024-03-31 1,489 $204,000 1,489
   GLENMEDE TRUST CO NA 1208 *New 2023-12-31 594 $75,000 594
   Coppell Advisory Solutions LLC 495 *New 2023-12-31 394 $50,000 394
   FSA Wealth Management LLC 165 *New 2023-12-31 300 $38,000 300
   First Capital Advisors Group LLC. 411 *New 2023-06-30 181 $21,000 181
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2480 *New 2023-12-31 100 $13,000 100
   JNBA FINANCIAL ADVISORS 441 *New 2024-03-31 95 $13,000 95
   FMR LLC 4564 *New 2023-12-31 11 $1,000 11
  13 Records found
  1    
  Page 1 of 1
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