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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
   Armbruster Capital Management Inc. 6 - 2024-03-31 180,470 $24,712,000 -3,044
   Systelligence LLC 1 - 2024-03-31 129,005 $17,665,000 -323
   Symmetry Partner LLC 35 - 2024-03-31 78,747 $10,783,000 -5,961
   Hobart Private Capital LLC 13 - 2024-03-31 59,836 $8,193,000 -44,311
   Foundations Investment Advisors LLC 94 - 2023-12-31 58,251 $7,418,000 -9,131
   PURE FINANCIAL ADVISORS, INC. 63 - 2024-03-31 45,670 $6,254,000 -1,157
   Professional Financial Advisors LLC 19 - 2024-03-31 23,822 $3,262,000 -160
   Strategic Blueprint LLC 158 - 2024-03-31 13,407 $1,836,000 -40
   Envestnet Portfolio Solutions Inc. 783 - 2024-03-31 9,025 $1,236,000 -2,000
   Andesa Financial Management Inc. 72 - 2022-12-31 6,000 $629,000 -6,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3159 - 2024-03-31 4,507 $617,000 -1,208
   Private Advisor Group LLC 1502 - 2024-03-31 3,715 $509,000 -3,685
   ROYAL BANK OF CANADA 3697 - 2023-12-31 3,734 $473,000 -156
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 231 - 2024-03-31 2,125 $291,000 -75
   Synergy Financial Management LLC 104 - 2024-03-31 2,049 $281,000 -1,104
   HPM Partners LLC - 2023-12-31 2,096 $265,000 -54
   Beaird Harris Wealth Management LLC 133 - 2023-12-31 966 $122,000 -9
   St. James Investment Advisors LLC 98 - 2022-12-31 7 $1,000 -51
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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