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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    36
Total shares held : 
 5,760,158  
% of shares held : 
 64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   70  
Amount of shares held : 
 3,489,260  
% of shares held change : 
   38.77%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
38
 1,144,326
 19.87%
 
Increased Positions :
47
 2,394,560
 41.57%
 
Unchanged Positions :
16
 366,221
 6.36%
 
Decreased Positions :
13
-24,474
-0.42%
 
Closed Positions :
2
-25,152
-0.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mason & Associates Inc 1 *New 2024-03-31 1,714,085 $70,637,000 1,714,085
   WEALTHSOURCE PARTNERS LLC 86 *New 2023-12-31 77,336 $3,015,000 77,336
   MBL Wealth LLC 107 *New 2024-03-31 16,695 $688,000 16,695
   GOLDMAN SACHS GROUP INC/ 4019 *New 2024-03-31 9,244 $381,000 9,244
   BANK OF THE WEST 192 *New 2022-12-31 11,000 $349,000 11,000
   SWMG LLC 75 *New 2024-03-31 8,113 $334,000 8,113
   KINGSWOOD WEALTH ADVISORS LLC 464 *New 2024-03-31 7,416 $306,000 7,416
   Simplicity WealthLLC 969 *New 2024-03-31 6,282 $259,000 6,282
   Pinnacle Wealth Planning Services Inc. 363 *New 2024-03-31 5,944 $245,000 5,944
   RFG Advisory Group LLC 668 *New 2024-03-31 5,365 $221,000 5,365
   CoreCap Advisors LLC 543 *New 2023-12-31 5,292 $206,000 5,292
   UBS Group AG 4835 *New 2024-03-31 3,821 $157,000 3,821
   NORTH STAR INVESTMENT MANAGEMENT CORP. 466 *New 2024-03-31 3,368 $139,000 3,368
   BENJAMIN EDWARDS INC 389 *New 2024-03-31 3,094 $128,000 3,094
   HANSON MCCLAIN, INC. 3143 *New 2024-03-31 17 $1,000 17
  15 Records found
  1    
  Page 1 of 1
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