| |
Institutional
Holders
Total
Institutions:
 |
28  3 |
|
|
Total
shares held :
|
847,379 |
|
|
% of shares
held :
|
9.42% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
|
Amount
of shares held :
|
299,446 |
|
|
% of shares
held change :
|
3.33% |
|
| 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 |
  Brookstone Capital Management |
172 |
- |
2024-03-31 |
239,523 |
$7,247,000 |
10,792 |
|
| Sunbelt Securities Inc. |
32 |
- |
2024-03-31 |
181,204 |
$5,482,000 |
159,149 |
|
| Cambridge Advisors Inc. |
26 |
- |
2024-03-31 |
94,429 |
$2,857,000 |
-569 |
|
| D.B. Root & Company LLC |
24 |
- |
2024-03-31 |
79,857 |
$2,416,000 |
25,842 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1636 |
- |
2024-03-31 |
79,804 |
$2,415,000 |
5,101 |
|
| Valtinson Bruner Financial Planning LLC |
39 |
- |
2024-03-31 |
54,283 |
$1,642,000 |
0 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
198 |
- |
2024-03-31 |
45,756 |
$1,384,000 |
2,560 |
|
| Capital Investment Advisory Services LLC |
154 |
- |
2024-03-31 |
44,957 |
$1,360,000 |
22 |
|
| Capstone Triton Financial Group LLC |
49 |
- |
2024-03-31 |
33,880 |
$1,025,000 |
-1,455 |
|
| Krilogy Financial LLC |
164 |
- |
2024-03-31 |
26,205 |
$793,000 |
-1,300 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3165 |
- |
2024-03-31 |
25,494 |
$771,000 |
8,997 |
|
| PRINCIPAL SECURITIES INC. |
578 |
- |
2024-03-31 |
20,692 |
$626,000 |
6,951 |
|
| Advisor Group Holdings Inc. |
2959 |
- |
2024-03-31 |
15,706 |
$475,000 |
12,214 |
|
| BEDEL FINANCIAL CONSULTING INC |
133 |
- |
2023-09-30 |
16,762 |
$443,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
1567 |
- |
2024-03-31 |
14,015 |
$424,000 |
0 |
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
98 |
- |
2024-03-31 |
12,214 |
$370,000 |
-220 |
|
| Bedel Financial Consulting Inc. |
171 |
- |
2024-03-31 |
11,870 |
$359,000 |
-3,674 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2286 |
- |
2024-03-31 |
10,486 |
$317,000 |
-46 |
|
| CITADEL ADVISORS LLC |
4243 |
*New |
2024-03-31 |
9,452 |
$286,000 |
9,452 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
628 |
- |
2024-03-31 |
9,312 |
$282,000 |
901 |
|
| FINANCIAL NETWORK |
2425 |
- |
2024-03-31 |
8,052 |
$244,000 |
949 |
|
| Cetera Investment Advisers |
3181 |
*New |
2024-03-31 |
8,052 |
$244,000 |
8,052 |
|
| FSA Advisors Inc. |
119 |
- |
2024-03-31 |
7,607 |
$230,000 |
117 |
|
| HIGHTOWER ADVISORS, LLC |
2887 |
*New |
2024-03-31 |
7,041 |
$214,000 |
7,041 |
|
| Aptus Capital Advisors LLC |
750 |
*New |
2024-03-31 |
4,875 |
$147,000 |
4,875 |
|
| J P MORGAN CHASE & CO |
4594 |
- |
2024-03-31 |
2,284 |
$69,000 |
720 |
|
| Transcendent Capital Group LLC |
192 |
*New |
2024-03-31 |
1,391 |
$42,000 |
1,391 |
|
| Steward Partners Investment Advisory LLC |
2689 |
- |
2024-03-31 |
439 |
$13,000 |
0 |
|
| Financial Gravity Wealth Inc. |
439 |
*New |
2024-03-31 |
371 |
$11,000 |
371 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
698 |
- |
2024-03-31 |
45 |
$1,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5563 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,656 |
|
| DHJJ Financial Advisors Ltd. |
714 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| IFP Advisors Inc |
3123 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
| OLD MISSION CAPITAL LLC |
1080 |
*Closed |
2024-03-31 |
0 |
$0 |
-38,982 |
|
| PROEQUITIES INC. |
9013 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| UBS Group AG |
8463 |
*Closed |
2024-03-31 |
0 |
$0 |
-799 |
|
| GTS SECURITIES LLC |
1792 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,359 |
|
| Clear Point Advisors Inc. |
536 |
*New |
2024-03-31 |
10 |
$0 |
10 |
|
|
38 Records found
|
1
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