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Institutional
Holders
Total
Institutions:
|
11 5 |
|
Total
shares held :
|
146,048 |
|
% of shares
held :
|
0% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
50,776 |
|
% of shares
held change :
|
0% |
|
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 |
NICOLET ADVISORY SERVICES LLC |
99 |
*New |
2024-03-31 |
9,380 |
$953,000 |
9,380 |
|
Holistic Financial Partners |
38 |
*New |
2024-03-31 |
6,678 |
$651,000 |
6,678 |
|
General Partner Inc. |
53 |
*New |
2024-03-31 |
5,390 |
$526,000 |
5,390 |
|
J. W. Coons Advisors LLC |
170 |
*New |
2024-03-31 |
4,137 |
$403,000 |
4,137 |
|
WEST OAK CAPITAL LLC |
85 |
*New |
2024-03-31 |
3,835 |
$374,000 |
3,835 |
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5 Records found
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1
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Page 1 of 1 |
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