| |
Institutional
Holders
Total
Institutions:
 |
37  6 |
|
|
Total
shares held :
|
1,786,473 |
|
|
% of shares
held :
|
19.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
|
Amount
of shares held :
|
728,585 |
|
|
% of shares
held change :
|
8.1% |
|
| 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 |
  Perigon Wealth Management LLC |
215 |
*New |
2024-03-31 |
65,861 |
$2,712,000 |
65,861 |
|
| Total Clarity Wealth Management Inc. |
135 |
*New |
2024-03-31 |
13,841 |
$570,000 |
13,841 |
|
| Consolidated Portfolio Review Corp |
161 |
*New |
2024-03-31 |
12,120 |
$499,000 |
12,120 |
|
| PFG Investments LLC |
528 |
*New |
2024-03-31 |
12,120 |
$499,000 |
12,120 |
|
| Cetera Investment Advisers |
1557 |
*New |
2023-12-31 |
10,860 |
$433,000 |
10,860 |
|
| RAYMOND JAMES & ASSOCIATES |
3431 |
*New |
2024-03-31 |
6,121 |
$252,000 |
6,121 |
|
| MATHER GROUP, INC. |
606 |
*New |
2024-03-31 |
3,633 |
$145,000 |
3,633 |
|
| Eagle Bay Advisors LLC |
589 |
*New |
2024-03-31 |
250 |
$10,000 |
250 |
|
| Glass Jacobson Investment Advisors llc |
614 |
*New |
2024-03-31 |
110 |
$5,000 |
110 |
|
|
9 Records found
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1
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