| |
Institutional
Holders
Total
Institutions:
 |
33  5 |
|
|
Total
shares held :
|
444,825 |
|
|
% of shares
held :
|
4.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
94,261 |
|
|
% of shares
held change :
|
1.05% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GREAT VALLEY ADVISOR GROUP INC. |
230 |
- |
2024-03-31 |
104,499 |
$2,679,000 |
2,821 |
|
| LPL FINANCIAL CORP |
2441 |
- |
2024-03-31 |
84,644 |
$2,170,000 |
45,834 |
|
| Procyon Private Wealth Partners LLC |
141 |
- |
2024-03-31 |
84,364 |
$2,163,000 |
11,764 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1588 |
- |
2024-03-31 |
47,375 |
$1,215,000 |
7,456 |
|
| S. R. Schill & Associates |
45 |
- |
2024-03-31 |
20,281 |
$520,000 |
2,706 |
|
| BANK OF MONTREAL /CAN/ |
2101 |
- |
2023-12-31 |
17,240 |
$443,000 |
17,193 |
|
| FLOW TRADERS U.S. LLC |
502 |
- |
2023-12-31 |
17,199 |
$436,000 |
3,586 |
|
| Claro Advisors LLC |
280 |
- |
2024-03-31 |
14,360 |
$368,000 |
678 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
549 |
- |
2024-03-31 |
10,500 |
$269,000 |
500 |
|
| DB Wealth Management Group LLC |
183 |
- |
2023-12-31 |
1,513 |
$38,000 |
833 |
|
|
10 Records found
|
1
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