|
Institutional
Holders
Total
Institutions:
|
152 5 |
|
Total
shares held :
|
12,995,725 |
|
% of shares
held :
|
84.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-55 |
|
Amount
of shares held :
|
-1,338,504 |
|
% of shares
held change :
|
-8.71% |
|
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 |
Tradition Wealth Management LLC |
42 |
*New |
2024-03-31 |
182,082 |
$6,116,000 |
182,082 |
|
Outlook Wealth Advisors LLC |
16 |
*New |
2024-03-31 |
129,247 |
$4,341,000 |
129,247 |
|
NovaPoint Capital LLC |
49 |
*New |
2024-03-31 |
65,817 |
$2,211,000 |
65,817 |
|
Lloyd Advisory Services LLC. |
50 |
*New |
2024-03-31 |
40,179 |
$1,436,000 |
40,179 |
|
ARS Wealth Advisors Group LLC |
59 |
*New |
2024-03-31 |
33,752 |
$1,134,000 |
33,752 |
|
Hartland & Co. LLC |
218 |
*New |
2024-03-31 |
32,791 |
$1,102,000 |
32,791 |
|
Cornerstone Wealth Group LLC |
125 |
*New |
2024-03-31 |
28,708 |
$964,000 |
28,708 |
|
JT Stratford LLC |
192 |
*New |
2024-03-31 |
14,024 |
$471,000 |
14,024 |
|
Per Stirling Capital Management LLC. |
153 |
*New |
2024-03-31 |
13,382 |
$450,000 |
13,382 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
314 |
*New |
2024-03-31 |
11,986 |
$403,000 |
11,986 |
|
GeoWealth Management LLC |
524 |
*New |
2024-03-31 |
10,357 |
$348,000 |
10,357 |
|
Core Wealth Advisors Inc. |
51 |
*New |
2024-03-31 |
7,964 |
$268,000 |
7,964 |
|
U.S. Capital Wealth Advisors LLC |
596 |
*New |
2024-03-31 |
7,701 |
$259,000 |
7,701 |
|
Csenge Advisory Group |
598 |
*New |
2024-03-31 |
7,504 |
$252,000 |
7,504 |
|
Global Strategic Investment Solutions LLC |
146 |
*New |
2024-03-31 |
6,151 |
$207,000 |
6,151 |
|
Belpointe Asset Management LLC |
730 |
*New |
2024-03-31 |
6,065 |
$204,000 |
6,065 |
|
BROWN BROTHERS HARRIMAN & CO |
605 |
*New |
2024-03-31 |
3,840 |
$129,000 |
3,840 |
|
Anfield Capital Management LLC |
144 |
*New |
2024-03-31 |
340 |
$11,000 |
340 |
|
CWM LLC |
3361 |
*New |
2024-03-31 |
255 |
$9,000 |
255 |
|
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19 Records found
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1
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