|
Institutional
Holders
Total
Institutions:
|
27 1 |
|
Total
shares held :
|
2,167,518 |
|
% of shares
held :
|
21.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-88,070 |
|
% of shares
held change :
|
-0.87% |
|
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 |
KFG WEALTH MANAGEMENT LLC |
3 |
- |
2024-03-31 |
472,811 |
$13,950,000 |
15,824 |
|
AIRE ADVISORS LLC |
11 |
- |
2024-03-31 |
378,357 |
$11,163,000 |
2,509 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
876 |
- |
2024-03-31 |
281,741 |
$8,313,000 |
15,041 |
|
Lineweaver Wealth Advisors LLC |
17 |
- |
2024-03-31 |
196,560 |
$5,799,000 |
15,573 |
|
ENVESTNET ASSET MANAGEMENT INC |
2793 |
- |
2024-03-31 |
46,485 |
$1,372,000 |
6,077 |
|
Cetera Investment Advisers |
1925 |
- |
2024-03-31 |
40,695 |
$1,201,000 |
21,470 |
|
FINANCIAL NETWORK |
1756 |
- |
2024-03-31 |
21,870 |
$645,000 |
949 |
|
SOUTHERN CAPITAL ADVISORS LLC |
36 |
- |
2024-03-31 |
20,077 |
$592,000 |
6,118 |
|
Cape Investment Advisory Inc. |
96 |
- |
2023-12-31 |
11,904 |
$336,000 |
1,500 |
|
Atria Wealth Solutions Inc. |
1715 |
- |
2024-03-31 |
7,745 |
$229,000 |
560 |
|
FSA Advisors Inc. |
120 |
- |
2024-03-31 |
7,653 |
$226,000 |
118 |
|
J P MORGAN CHASE & CO |
4218 |
- |
2024-03-31 |
6,539 |
$193,000 |
5,398 |
|
UBS Group AG |
5092 |
- |
2024-03-31 |
3,029 |
$89,000 |
2,327 |
|
|
13 Records found
|
1
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