|
Institutional
Holders
Total
Institutions:
|
42 1 |
|
Total
shares held :
|
1,728,014 |
|
% of shares
held :
|
19.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-109,837 |
|
% of shares
held change :
|
-1.22% |
|
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 |
LPL FINANCIAL CORP |
1030 |
- |
2024-03-31 |
470,610 |
$16,464,000 |
16,969 |
|
H D Vest Advisory Services |
324 |
- |
2024-03-31 |
128,961 |
$4,512,000 |
7,452 |
|
Key Financial Inc |
23 |
- |
2024-03-31 |
118,233 |
$4,136,000 |
7,914 |
|
Private Advisor Group LLC |
539 |
- |
2024-03-31 |
113,786 |
$3,981,000 |
1,859 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
929 |
- |
2024-03-31 |
102,766 |
$3,595,000 |
6,217 |
|
Kestra Advisory Services LLC |
754 |
- |
2024-03-31 |
77,498 |
$2,711,000 |
6,410 |
|
MULTIFINANCIAL SECURITIES CORP |
804 |
- |
2024-03-31 |
58,494 |
$2,046,000 |
13,324 |
|
Midwest Financial Group LLC |
22 |
- |
2024-03-31 |
53,664 |
$1,877,000 |
2,853 |
|
JANNEY MONTGOMERY SCOTT LLC |
1297 |
- |
2024-03-31 |
41,825 |
$1,463,000 |
2,075 |
|
Advisor Group Holdings Inc. |
2149 |
- |
2024-03-31 |
34,686 |
$1,214,000 |
6,216 |
|
FINANCIAL NETWORK |
1405 |
- |
2024-03-31 |
30,853 |
$1,079,000 |
9,100 |
|
Sigma Planning Corp |
666 |
- |
2024-03-31 |
17,626 |
$617,000 |
11,237 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
372 |
- |
2024-03-31 |
16,606 |
$581,000 |
921 |
|
DRIVE WEALTH MANAGEMENT LLC |
138 |
- |
2024-03-31 |
13,681 |
$479,000 |
2,756 |
|
ENVESTNET ASSET MANAGEMENT INC |
3482 |
- |
2024-03-31 |
12,794 |
$448,000 |
3,129 |
|
RAYMOND JAMES & ASSOCIATES |
3147 |
- |
2024-03-31 |
11,718 |
$410,000 |
5,578 |
|
DHJJ Financial Advisors Ltd. |
108 |
- |
2024-03-31 |
8,957 |
$313,000 |
182 |
|
VitalStone Financial LLC |
138 |
- |
2024-03-31 |
2,625 |
$92,000 |
2,293 |
|
|
18 Records found
|
1
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