|
Institutional
Holders
Total
Institutions:
|
85 5 |
|
Total
shares held :
|
3,040,421 |
|
% of shares
held :
|
33.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-590,127 |
|
% of shares
held change :
|
-6.56% |
|
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 |
Cypress Wealth Services LLC |
49 |
- |
2024-03-31 |
35,917 |
$2,071,000 |
0 |
|
Diligent Investors LLC |
51 |
- |
2024-03-31 |
30,673 |
$1,768,000 |
0 |
|
Valtinson Bruner Financial Planning LLC |
49 |
- |
2024-03-31 |
20,165 |
$1,162,000 |
0 |
|
LINCOLN NATIONAL CORP |
549 |
- |
2024-03-31 |
15,578 |
$898,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
918 |
- |
2024-03-31 |
14,713 |
$848,000 |
0 |
|
Pillar Wealth Advisors LLC |
38 |
- |
2024-03-31 |
12,995 |
$749,000 |
0 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
45 |
- |
2023-03-31 |
14,263 |
$683,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
425 |
- |
2024-03-31 |
9,337 |
$538,000 |
0 |
|
Capital Analysts Inc. |
319 |
- |
2024-03-31 |
8,344 |
$481,000 |
0 |
|
S.C. Financial Services Inc. |
52 |
- |
2022-12-31 |
9,337 |
$397,000 |
0 |
|
Keystone Wealth Services LLC |
156 |
- |
2024-03-31 |
6,100 |
$352,000 |
0 |
|
Clear Point Advisors Inc. |
82 |
- |
2024-03-31 |
5,789 |
$334,000 |
0 |
|
H D Vest Advisory Services |
1242 |
- |
2024-03-31 |
5,692 |
$328,000 |
0 |
|
Spectrum Investment Advisors Inc. |
27 |
- |
2024-03-31 |
5,121 |
$295,000 |
0 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
787 |
- |
2024-03-31 |
4,910 |
$283,000 |
0 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
634 |
- |
2024-03-31 |
4,984 |
$275,000 |
0 |
|
Snowden Capital Advisors LLC |
1074 |
- |
2024-03-31 |
3,862 |
$223,000 |
0 |
|
WEDBUSH MORGAN SECURITIES INC |
1067 |
- |
2024-03-31 |
3,647 |
$210,000 |
0 |
|
CWM LLC |
1814 |
- |
2024-03-31 |
1,881 |
$108,000 |
0 |
|
MORGAN STANLEY |
5765 |
- |
2024-03-31 |
1,825 |
$105,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1248 |
- |
2023-12-31 |
1,391 |
$77,000 |
0 |
|
US BANCORP |
2829 |
- |
2024-03-31 |
625 |
$36,000 |
0 |
|
Sugarloaf Wealth Management LLC |
430 |
- |
2024-03-31 |
300 |
$17,000 |
0 |
|
PROEQUITIES INC. |
9075 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
24 Records found
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1
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