| |
Institutional
Holders
Total
Institutions:
 |
71  4 |
|
|
Total
shares held :
|
3,032,282 |
|
|
% of shares
held :
|
54.64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
480,268 |
|
|
% of shares
held change :
|
8.65% |
|
| 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 |
  Change Path LLC |
25 |
- |
2024-03-31 |
434,599 |
$18,301,000 |
66,114 |
|
| LPL FINANCIAL CORP |
1466 |
- |
2024-03-31 |
187,441 |
$7,893,000 |
37,167 |
|
| Geneos Wealth Management Inc. |
74 |
- |
2024-03-31 |
157,976 |
$6,652,000 |
156,418 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
60 |
- |
2024-03-31 |
90,886 |
$3,827,000 |
1,195 |
|
| J.W. COLE ADVISORS INC. |
123 |
- |
2024-03-31 |
89,124 |
$3,753,000 |
624 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1028 |
- |
2024-03-31 |
71,007 |
$2,990,000 |
15,562 |
|
| Bare Financial Services Inc |
14 |
- |
2024-03-31 |
69,022 |
$2,744,000 |
57,581 |
|
| Legacy Wealth Asset Management LLC |
34 |
- |
2024-03-31 |
50,249 |
$2,116,000 |
2,891 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1884 |
- |
2024-03-31 |
42,823 |
$1,803,000 |
3,573 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1693 |
- |
2024-03-31 |
42,193 |
$1,777,000 |
985 |
|
| Belpointe Asset Management LLC |
167 |
- |
2024-03-31 |
36,948 |
$1,556,000 |
8,302 |
|
| Kestra Advisory Services LLC |
1011 |
- |
2024-03-31 |
34,831 |
$1,467,000 |
26,160 |
|
| Atria Wealth Solutions Inc. |
767 |
- |
2024-03-31 |
32,639 |
$1,374,000 |
1,509 |
|
| GOLDMAN SACHS GROUP INC/ |
3462 |
- |
2024-03-31 |
28,384 |
$1,195,000 |
1,115 |
|
| WIN ADVISORS INC |
32 |
- |
2024-03-31 |
27,615 |
$1,163,000 |
611 |
|
| TrueWealth Advisors LLC |
51 |
- |
2024-03-31 |
24,168 |
$1,018,000 |
664 |
|
| Stewardship Advisors LLC |
45 |
- |
2024-03-31 |
22,350 |
$941,000 |
110 |
|
| UBS Group AG |
3653 |
- |
2024-03-31 |
20,029 |
$843,000 |
18,604 |
|
| INTL FCSTONE INC. |
186 |
- |
2024-03-31 |
17,726 |
$746,000 |
326 |
|
| Arete Wealth Advisors LLC |
256 |
- |
2024-03-31 |
16,854 |
$710,000 |
289 |
|
| PFG FINANCIAL ADVISORS |
129 |
- |
2024-03-31 |
14,922 |
$628,000 |
1,106 |
|
| Sound Stewardship LLC |
35 |
- |
2024-03-31 |
14,231 |
$599,000 |
983 |
|
| H D Vest Advisory Services |
980 |
- |
2024-03-31 |
13,255 |
$558,000 |
3,196 |
|
| Advisory Alpha LLC |
210 |
- |
2024-03-31 |
12,132 |
$511,000 |
2,219 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2808 |
- |
2024-03-31 |
11,636 |
$490,000 |
3,152 |
|
| OneAscent Financial Services LLC |
280 |
- |
2024-03-31 |
7,305 |
$308,000 |
1,788 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
107 |
- |
2024-03-31 |
6,268 |
$264,000 |
1,146 |
|
| MML INVESTORS SERVICES LLC |
2344 |
- |
2024-03-31 |
4,784 |
$201,000 |
4,784 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
807 |
- |
2024-03-31 |
3,440 |
$145,000 |
7 |
|
| Larson Financial Group LLC |
557 |
- |
2024-03-31 |
2,189 |
$92,000 |
3 |
|
| Bank of New Hampshire |
295 |
- |
2024-03-31 |
1,460 |
$61,000 |
145 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2057 |
- |
2024-03-31 |
1,366 |
$58,000 |
2 |
|
| MORGAN STANLEY |
5967 |
- |
2024-03-31 |
1,271 |
$54,000 |
139 |
|
| FMR LLC |
4314 |
- |
2024-03-31 |
119 |
$5,000 |
119 |
|
|
34 Records found
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1
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