| |
Institutional
Holders
Total
Institutions:
 |
114  8 |
|
|
Total
shares held :
|
5,812,024 |
|
|
% of shares
held :
|
64.58% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-36 |
|
|
Amount
of shares held :
|
-2,062,987 |
|
|
% of shares
held change :
|
-22.92% |
|
| 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 |
  Fragasso Group Inc. |
78 |
- |
2024-03-31 |
48,930 |
$2,098,000 |
0 |
|
| Apollon Wealth Management LLC |
365 |
- |
2024-03-31 |
33,200 |
$1,424,000 |
0 |
|
| Sloy Dahl & Holst LLC |
22 |
- |
2024-03-31 |
31,125 |
$1,335,000 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1259 |
- |
2024-03-31 |
21,767 |
$933,000 |
0 |
|
| Lion Street Advisors LLC |
65 |
- |
2024-03-31 |
19,769 |
$803,000 |
0 |
|
| 1776 WEALTH LLC |
48 |
- |
2024-03-31 |
18,620 |
$798,000 |
0 |
|
| Aurora Private Wealth Inc. |
47 |
- |
2024-03-31 |
16,406 |
$702,000 |
0 |
|
| Onyx Bridge Wealth Group LLC |
136 |
- |
2024-03-31 |
13,518 |
$576,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
49 |
- |
2024-03-31 |
13,412 |
$575,000 |
0 |
|
| Kingsview Wealth Management LLC |
683 |
- |
2024-03-31 |
10,717 |
$460,000 |
0 |
|
| EPG Wealth Management LLC |
179 |
- |
2024-03-31 |
10,345 |
$444,000 |
0 |
|
| BCGM Wealth Management LLC |
96 |
- |
2024-03-31 |
10,000 |
$429,000 |
0 |
|
| PROSPERA FINANCIAL SERVICES |
715 |
- |
2023-12-31 |
10,306 |
$419,000 |
0 |
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
68 |
- |
2024-03-31 |
9,698 |
$418,000 |
0 |
|
| Octavia Wealth Advisors LLC |
136 |
- |
2024-03-31 |
9,637 |
$413,000 |
0 |
|
| Clear Point Advisors Inc. |
74 |
- |
2024-03-31 |
9,465 |
$406,000 |
0 |
|
| Mutual Advisors LLC |
760 |
- |
2024-03-31 |
9,433 |
$404,000 |
0 |
|
| Schulz Wealth LTD. |
41 |
- |
2024-03-31 |
7,867 |
$337,000 |
0 |
|
| VALMARK ADVISERS INC |
435 |
- |
2024-03-31 |
7,283 |
$312,000 |
0 |
|
| Cypress Wealth Services LLC |
193 |
- |
2024-03-31 |
7,211 |
$309,000 |
0 |
|
| HBW Advisory Services LLC |
234 |
- |
2024-03-31 |
7,444 |
$302,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
232 |
- |
2022-12-31 |
8,361 |
$290,000 |
0 |
|
| Beacon Financial Advisory LLC |
187 |
- |
2024-03-31 |
6,475 |
$278,000 |
0 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
1053 |
- |
2024-03-31 |
6,254 |
$268,000 |
0 |
|
| Marshall Financial Group LLC |
155 |
- |
2024-03-31 |
6,030 |
$259,000 |
0 |
|
| AIFG Consultants Ltd. |
40 |
- |
2024-03-31 |
5,570 |
$239,000 |
0 |
|
| Grant Street Asset Management Inc. |
57 |
- |
2024-03-31 |
5,554 |
$238,000 |
0 |
|
| Savvy Advisors Inc. |
190 |
- |
2024-03-31 |
5,497 |
$236,000 |
0 |
|
| Financial Network Wealth Advisors LLC |
109 |
- |
2024-03-31 |
5,158 |
$221,000 |
0 |
|
| SOA Wealth Advisors LLC. |
224 |
- |
2024-03-31 |
2,971 |
$127,000 |
0 |
|
| Archer Investment Corp |
271 |
- |
2024-03-31 |
2,860 |
$123,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
186 |
- |
2024-03-31 |
2,703 |
$116,000 |
0 |
|
| Larson Financial Group LLC |
700 |
- |
2024-03-31 |
1,115 |
$48,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2712 |
- |
2024-03-31 |
81 |
$3,000 |
0 |
|
|
34 Records found
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1
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