Institutional Holders · 13F

First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2024-03-31.

Ownership

Institutions1.0%

Insiders14.1%

Institutions Count1

Institutions 1.0%Insiders 14.1%Float (Other) 84.9%

13F Filers (top 25)1Quarter 2024-03-31

Top-25 Reported Value$294.23KSum of shown holders' market value

Net Position Change0 adds · 0 trimsLargest movers this quarter

Top Holders by Value

1 shown

Filer	Shares	Market Value	Δ Shares	Change
Heritage Wealth AdvisorsCIK 0001591122	48,633	$294.23K	–	no_change

Top Adds (Buyers)

No adds reported this quarter.

Top Trims (Sellers)

No trims reported this quarter.