| |
Institutional
Holders
Total
Institutions:
 |
84  4 |
|
|
Total
shares held :
|
5,965,018 |
|
|
% of shares
held :
|
6.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
812,021 |
|
|
% of shares
held change :
|
0.9% |
|
| 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 |
  Heirloom Wealth Management |
1 |
- |
2024-03-31 |
844,463 |
$34,834,000 |
143,560 |
|
| Larson Financial Group LLC |
21 |
- |
2024-03-31 |
356,821 |
$14,719,000 |
24,329 |
|
| Rather & Kittrell Inc. |
10 |
- |
2024-03-31 |
267,236 |
$11,023,000 |
53,341 |
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
18 |
- |
2024-03-31 |
256,193 |
$10,568,000 |
2,154 |
|
| Five Oceans Advisors |
5 |
- |
2024-03-31 |
215,034 |
$8,870,000 |
1,208 |
|
| Leading Edge Financial Planning LLC |
10 |
- |
2024-03-31 |
186,454 |
$7,691,000 |
30,669 |
|
| Austin Wealth Management LLC |
17 |
- |
2024-03-31 |
180,480 |
$7,358,000 |
5,930 |
|
| Core Wealth Management Inc. |
5 |
- |
2024-03-31 |
174,366 |
$7,193,000 |
9,625 |
|
| Sensible Financial Planning & Management LLC. |
16 |
- |
2024-03-31 |
155,460 |
$6,413,000 |
22,892 |
|
| Geometric Wealth Advisors |
4 |
- |
2024-03-31 |
142,741 |
$5,888,000 |
7,608 |
|
| BetterWealth LLC |
11 |
- |
2024-03-31 |
130,278 |
$5,374,000 |
5,211 |
|
| Physician Wealth Solutions Inc. |
11 |
- |
2024-03-31 |
116,215 |
$4,794,000 |
33,536 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
684 |
- |
2024-03-31 |
111,953 |
$4,618,000 |
21,159 |
|
| Plan Group Financial LLC |
14 |
- |
2024-03-31 |
103,873 |
$4,285,000 |
12,759 |
|
| IFP Advisors Inc |
108 |
- |
2023-12-31 |
96,681 |
$3,991,000 |
38,194 |
|
| Sterling Financial Planning Inc. |
18 |
- |
2024-03-31 |
95,528 |
$3,941,000 |
16,988 |
|
| Level Financial Advisors Inc. |
17 |
- |
2024-03-31 |
79,060 |
$3,261,000 |
44,710 |
|
| Hemington Wealth Management |
16 |
- |
2024-03-31 |
77,439 |
$3,195,000 |
1,336 |
|
| Krilogy Financial LLC |
90 |
- |
2024-03-31 |
69,989 |
$2,887,000 |
3,959 |
|
| AWM CAPITAL LLC |
27 |
- |
2024-03-31 |
62,617 |
$2,583,000 |
6,811 |
|
| Saxony Capital Management LLC |
11 |
- |
2024-03-31 |
57,306 |
$2,364,000 |
6,710 |
|
| Spinnaker Investment Group LLC |
17 |
- |
2024-03-31 |
54,162 |
$2,234,000 |
10,211 |
|
| CITADEL ADVISORS LLC |
2381 |
- |
2024-03-31 |
49,512 |
$2,042,000 |
49,512 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1762 |
- |
2024-03-31 |
49,112 |
$2,026,000 |
1,123 |
|
| Midwest Heritage Bank FSB |
18 |
- |
2024-03-31 |
44,302 |
$1,827,000 |
10,008 |
|
| Goss Wealth Management LLC |
784 |
- |
2024-03-31 |
37,175 |
$1,533,000 |
324 |
|
| Shearwater Capital LLC |
14 |
- |
2024-03-31 |
35,304 |
$1,456,000 |
2,480 |
|
| BCU Wealth Advisors LLC |
13 |
- |
2024-03-31 |
35,135 |
$1,449,000 |
3,678 |
|
| SageView Advisory Group LLC |
148 |
- |
2024-03-31 |
35,127 |
$1,449,000 |
35,127 |
|
| Henrickson Nauta Wealth Advisors Inc. |
19 |
- |
2024-03-31 |
31,357 |
$1,274,000 |
3,673 |
|
| NWAM LLC |
222 |
- |
2024-03-31 |
24,503 |
$1,011,000 |
400 |
|
| TCP Asset Management LLC |
34 |
- |
2024-03-31 |
22,545 |
$930,000 |
1,642 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
433 |
- |
2024-03-31 |
18,531 |
$764,000 |
1,373 |
|
| Equitable Holdings Inc. |
795 |
- |
2024-03-31 |
12,281 |
$507,000 |
6,121 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3416 |
- |
2024-03-31 |
11,823 |
$488,000 |
295 |
|
| LAM GROUP INC. |
59 |
- |
2024-03-31 |
10,130 |
$418,000 |
10 |
|
| Glass Jacobson Investment Advisors llc |
155 |
- |
2024-03-31 |
9,457 |
$390,000 |
44 |
|
| Visionary Horizons LLC |
64 |
- |
2024-03-31 |
9,140 |
$373,000 |
1,115 |
|
| ROYAL BANK OF CANADA |
4007 |
- |
2024-03-31 |
5,697 |
$235,000 |
2,422 |
|
| Meredith Wealth Planning |
39 |
- |
2024-03-31 |
5,511 |
$227,000 |
18 |
|
| Aspire Private Capital LLC |
311 |
- |
2024-03-31 |
545 |
$22,000 |
121 |
|
| Coppell Advisory Solutions LLC |
1167 |
- |
2023-12-31 |
97 |
$4,000 |
85 |
|
|
42 Records found
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1
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