|
Institutional
Holders
Total
Institutions:
|
31 10 |
|
Total
shares held :
|
2,490,580 |
|
% of shares
held :
|
2.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
240,389 |
|
% of shares
held change :
|
0.27% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Integrated Wealth Concepts LLC |
48 |
- |
2024-03-31 |
613,541 |
$25,523,000 |
215,354 |
|
HOWARD FINANCIAL SERVICES LTD. |
9 |
- |
2024-03-31 |
456,764 |
$19,001,000 |
83,317 |
|
Team Financial Group LLC |
5 |
- |
2024-03-31 |
205,877 |
$8,564,000 |
34,211 |
|
Armor Investment Advisors LLC |
11 |
- |
2024-03-31 |
126,052 |
$5,244,000 |
22,104 |
|
Advisor Group Holdings Inc. |
1182 |
- |
2024-03-31 |
97,311 |
$4,048,000 |
19,159 |
|
Integrity Wealth Solutions LLC |
10 |
- |
2024-03-31 |
92,647 |
$3,854,000 |
16,309 |
|
ABLE Financial Group LLC |
17 |
- |
2024-03-31 |
86,498 |
$3,598,000 |
5,351 |
|
Goss Wealth Management LLC |
516 |
- |
2024-03-31 |
79,220 |
$3,296,000 |
49 |
|
ENVESTNET ASSET MANAGEMENT INC |
2390 |
- |
2024-03-31 |
63,259 |
$2,632,000 |
39,276 |
|
First Citizens Financial Corp |
30 |
- |
2024-03-31 |
33,578 |
$1,397,000 |
754 |
|
Vantage Financial Partners Ltd. Inc. |
48 |
- |
2024-03-31 |
32,320 |
$1,345,000 |
3,300 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
308 |
- |
2024-03-31 |
18,648 |
$776,000 |
9,589 |
|
Twin Peaks Wealth Advisors LLC |
52 |
- |
2024-03-31 |
17,683 |
$736,000 |
8,181 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2538 |
- |
2024-03-31 |
16,093 |
$670,000 |
2,031 |
|
Financial Advisory Service Inc. |
177 |
- |
2024-03-31 |
15,313 |
$637,000 |
6,009 |
|
SilverOak Wealth Management LLC |
50 |
- |
2024-03-31 |
13,854 |
$576,000 |
1,009 |
|
Dynamic Advisors Solutions LLC |
666 |
- |
2024-03-31 |
9,528 |
$396,000 |
278 |
|
Acorn Wealth Advisors LLC |
113 |
- |
2024-03-31 |
8,487 |
$353,000 |
417 |
|
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18 Records found
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1
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