| |
Institutional
Holders
Total
Institutions:
 |
54  9 |
|
|
Total
shares held :
|
2,079,383 |
|
|
% of shares
held :
|
14.34% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
|
Amount
of shares held :
|
-751,557 |
|
|
% of shares
held change :
|
-5.18% |
|
| 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 |
  Ignite Planners LLC |
116 |
- |
2024-06-30 |
28,179 |
$737,000 |
0 |
|
| 1776 WEALTH LLC |
73 |
- |
2024-06-30 |
22,835 |
$594,000 |
0 |
|
| Octavia Wealth Advisors LLC |
132 |
- |
2024-06-30 |
16,610 |
$432,000 |
0 |
|
| Harvest Investment Services LLC |
156 |
- |
2024-06-30 |
10,812 |
$281,000 |
0 |
|
| Rockefeller Capital Management L.P. |
1573 |
- |
2024-06-30 |
10,000 |
$260,000 |
0 |
|
| Cypress Wealth Services LLC |
211 |
- |
2024-06-30 |
9,873 |
$257,000 |
0 |
|
| Capital Analysts Inc. |
432 |
- |
2024-06-30 |
9,176 |
$239,000 |
0 |
|
| Clear Point Advisors Inc. |
125 |
- |
2024-06-30 |
5,049 |
$131,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
1679 |
- |
2024-06-30 |
4,025 |
$105,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5248 |
- |
2024-06-30 |
3,454 |
$90,000 |
0 |
|
| Larson Financial Group LLC |
723 |
- |
2024-06-30 |
2,731 |
$71,000 |
0 |
|
| ALPHAMARK ADVISORS LLC |
484 |
- |
2024-06-30 |
535 |
$14,000 |
0 |
|
| CWM LLC |
3430 |
- |
2024-06-30 |
443 |
$12,000 |
0 |
|
|
13 Records found
|
1
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Page 1 of 1 |
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