| |
Institutional
Holders
Total
Institutions:
 |
3  207 |
|
|
Total
shares held :
|
2,895,359 |
|
|
% of shares
held :
|
3.22% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-210 |
|
|
Amount
of shares held :
|
-75,056,857 |
|
|
% of shares
held change :
|
-83.4% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Laurel Wealth Advisors Inc. |
73 |
*New |
2022-12-31 |
131,666 |
$3,252,000 |
131,666 |
|
| BFT FINANCIAL GROUP LLC |
53 |
- |
2023-06-30 |
102,341 |
$2,539,000 |
13,792 |
|
| QUANTITATIVE ADVANTAGE LLC |
92 |
*New |
2023-03-31 |
36,631 |
$909,000 |
36,631 |
|
| IFP Advisors Inc |
443 |
- |
2023-12-31 |
30,869 |
$765,000 |
-146 |
|
| Sargent Bickham Lagudis LLC |
166 |
- |
2022-12-31 |
21,655 |
$535,000 |
16,677 |
|
| ARGI INVESTMENT SERVICES, LLC |
310 |
- |
2022-12-31 |
20,730 |
$512,000 |
-390 |
|
| BerganKDV Wealth Management LLC |
208 |
- |
2023-06-30 |
10,834 |
$269,000 |
0 |
|
| Ulrich Consultants & Investment Group LLC |
21 |
- |
2023-06-30 |
10,113 |
$251,000 |
0 |
|
| Old Port Advisors |
183 |
- |
2023-09-30 |
9,308 |
$231,000 |
-1,113 |
|
| Steward Financial Group LLC |
109 |
- |
2023-09-30 |
3,149 |
$78,000 |
0 |
|
| Day & Ennis LLC |
124 |
*Closed |
2023-12-31 |
0 |
$0 |
-563,026 |
|
| Sawtooth Asset Management Inc. |
1078 |
*Closed |
2023-12-31 |
0 |
$0 |
-79,454 |
|
| WEALTHSOURCE PARTNERS LLC |
513 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,725 |
|
| AJ WEALTH STRATEGIES LLC |
310 |
*Closed |
2023-06-30 |
0 |
$0 |
-59,358 |
|
| Granite Bay Wealth Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-2,668,921 |
|
| Ronald Blue Trust Inc. |
2706 |
*Closed |
2024-03-31 |
0 |
$0 |
-195,569 |
|
| DB Wealth Management Group LLC |
382 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,114 |
|
| HARBOUR INVESTMENTS INC. |
3183 |
*Closed |
2023-12-31 |
0 |
$0 |
-623 |
|
|
18 Records found
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1
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