|
Institutional
Holders
Total
Institutions:
|
176 6 |
|
Total
shares held :
|
13,013,302 |
|
% of shares
held :
|
11.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-576,715 |
|
% of shares
held change :
|
-0.53% |
|
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 |
Clarity Asset Management Inc. |
4 |
*New |
2024-03-31 |
180,973 |
$13,805,000 |
180,973 |
|
RETIREMENT CAPITAL STRATEGIES |
28 |
*New |
2024-03-31 |
30,135 |
$2,299,000 |
30,135 |
|
MULTIFINANCIAL SECURITIES CORP |
837 |
*New |
2024-03-31 |
25,270 |
$1,928,000 |
25,270 |
|
MERCER GLOBAL ADVISORS INC /ADV |
945 |
*New |
2024-03-31 |
13,603 |
$1,037,000 |
13,603 |
|
Sandbox Financial Partners LLC |
60 |
*New |
2024-03-31 |
6,626 |
$505,000 |
6,626 |
|
Capital Analysts Inc. |
329 |
*New |
2024-03-31 |
5,821 |
$444,000 |
5,821 |
|
M&T BANK CORP |
1240 |
*New |
2024-03-31 |
4,861 |
$371,000 |
4,861 |
|
United Advisor Group LLC |
144 |
*New |
2024-03-31 |
4,664 |
$356,000 |
4,664 |
|
Toroso Investments LLC |
1412 |
*New |
2024-03-31 |
3,619 |
$276,000 |
3,619 |
|
GTS SECURITIES LLC |
1044 |
*New |
2024-03-31 |
3,524 |
$269,000 |
3,524 |
|
Householder Group Estate & Retirement Specialist L |
213 |
*New |
2024-03-31 |
3,353 |
$256,000 |
3,353 |
|
DUBUQUE BANK & TRUST CO |
198 |
*New |
2023-09-30 |
3,877 |
$233,000 |
3,877 |
|
Diversified LLC |
169 |
*New |
2024-03-31 |
2,723 |
$208,000 |
2,723 |
|
Rollins Financial |
94 |
*New |
2023-12-31 |
3,000 |
$208,000 |
3,000 |
|
PFG Investments LLC |
889 |
*New |
2024-03-31 |
2,724 |
$208,000 |
2,724 |
|
Paulson Wealth Management Inc. |
139 |
*New |
2024-03-31 |
2,701 |
$206,000 |
2,701 |
|
Occidental Asset Management LLC |
188 |
*New |
2024-03-31 |
2,689 |
$205,000 |
2,689 |
|
Fermata Advisors LLC |
201 |
*New |
2024-03-31 |
2,637 |
$201,000 |
2,637 |
|
Coastal Investment Advisors Inc. |
445 |
*New |
2024-03-31 |
1,892 |
$144,000 |
1,892 |
|
CWM LLC |
2125 |
*New |
2024-03-31 |
843 |
$64,000 |
843 |
|
DAGCO INC. |
134 |
*New |
2024-03-31 |
502 |
$38,000 |
502 |
|
Orion Capital Management LLC |
306 |
*New |
2024-03-31 |
301 |
$23,000 |
301 |
|
Continuum Advisory LLC |
1157 |
*New |
2024-03-31 |
43 |
$3,000 |
43 |
|
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23 Records found
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1
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