|
Institutional
Holders
Total
Institutions:
|
102 11 |
|
Total
shares held :
|
5,181,401 |
|
% of shares
held :
|
57.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
1,034,917 |
|
% of shares
held change :
|
11.5% |
|
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 |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
12 |
- |
2024-03-31 |
158,342 |
$7,083,000 |
0 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
98 |
- |
2024-03-31 |
60,465 |
$2,705,000 |
0 |
|
Tanglewood Legacy Advisors LLC |
30 |
- |
2024-03-31 |
22,099 |
$989,000 |
0 |
|
Oder Investment Management LLC |
38 |
- |
2024-03-31 |
19,960 |
$893,000 |
0 |
|
Clear Point Advisors Inc. |
43 |
- |
2024-03-31 |
17,084 |
$764,000 |
0 |
|
LINCOLN NATIONAL CORP |
631 |
- |
2024-03-31 |
15,110 |
$676,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1535 |
- |
2024-03-31 |
11,863 |
$531,000 |
0 |
|
Main Street Financial Solutions LLC |
319 |
- |
2024-03-31 |
10,210 |
$457,000 |
0 |
|
Schulz Wealth LTD. |
33 |
- |
2024-03-31 |
10,110 |
$452,000 |
0 |
|
ForthRight Wealth Management LLC |
49 |
- |
2024-03-31 |
7,385 |
$330,000 |
0 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
156 |
- |
2024-03-31 |
6,959 |
$311,000 |
0 |
|
Catalina Capital Group LLC |
190 |
- |
2024-03-31 |
6,075 |
$272,000 |
0 |
|
SECURED RETIREMENT ADVISORS LLC |
98 |
- |
2024-03-31 |
5,349 |
$239,000 |
0 |
|
MCCORMACK ADVISORS INTERNATIONAL |
974 |
- |
2024-03-31 |
5,235 |
$234,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1913 |
- |
2024-03-31 |
5,200 |
$233,000 |
0 |
|
LVZ Advisors Inc. |
126 |
- |
2024-03-31 |
5,123 |
$229,000 |
0 |
|
Mutual Advisors LLC |
994 |
- |
2024-03-31 |
4,893 |
$219,000 |
0 |
|
Brookstone Capital Management |
845 |
- |
2024-03-31 |
4,853 |
$217,000 |
0 |
|
MORGAN STANLEY |
5619 |
- |
2024-03-31 |
3,425 |
$153,000 |
0 |
|
Capital Analysts Inc. |
529 |
- |
2024-03-31 |
2,496 |
$112,000 |
0 |
|
Archer Investment Corp |
292 |
- |
2024-03-31 |
2,325 |
$104,000 |
0 |
|
Turtle Creek Wealth Advisors LLC |
158 |
- |
2024-03-31 |
2,238 |
$100,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
1969 |
- |
2024-03-31 |
1,490 |
$67,000 |
0 |
|
Larson Financial Group LLC |
651 |
- |
2024-03-31 |
1,290 |
$58,000 |
0 |
|
|
24 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|