|
Institutional
Holders
Total
Institutions:
|
56 0 |
|
Total
shares held :
|
5,984,934 |
|
% of shares
held :
|
66.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
2,174,414 |
|
% of shares
held change :
|
24.16% |
|
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 |
79 |
- |
2024-03-31 |
45,433 |
$1,007,000 |
0 |
|
Main Street Financial Solutions LLC |
280 |
- |
2024-03-31 |
26,314 |
$583,000 |
0 |
|
Visionary Wealth Advisors |
339 |
- |
2024-03-31 |
19,887 |
$441,000 |
0 |
|
Fragasso Group Inc. |
185 |
- |
2024-03-31 |
17,502 |
$388,000 |
0 |
|
S.C. Financial Services Inc. |
69 |
- |
2022-12-31 |
17,836 |
$330,000 |
0 |
|
Streettalk Advisors LLC |
348 |
- |
2024-03-31 |
14,045 |
$311,000 |
0 |
|
PROSPERA FINANCIAL SERVICES |
866 |
- |
2023-12-31 |
13,546 |
$288,000 |
0 |
|
Clear Point Advisors Inc. |
87 |
- |
2024-03-31 |
12,834 |
$284,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
348 |
- |
2022-12-31 |
5,676 |
$105,000 |
0 |
|
SOA Wealth Advisors LLC. |
242 |
- |
2024-03-31 |
4,568 |
$101,000 |
0 |
|
PROEQUITIES INC. |
939 |
- |
2024-03-31 |
4,253 |
$94,000 |
0 |
|
Capital Investment Advisory Services LLC |
670 |
- |
2024-03-31 |
1,955 |
$43,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1764 |
- |
2024-03-31 |
1,420 |
$31,000 |
0 |
|
Fairman Group LLC |
121 |
- |
2024-03-31 |
1,091 |
$24,000 |
0 |
|
Sunbelt Securities Inc. |
1102 |
- |
2024-03-31 |
750 |
$17,000 |
0 |
|
Capital Analysts Inc. |
848 |
- |
2024-03-31 |
743 |
$16,000 |
0 |
|
COMERICA BANK |
3279 |
- |
2024-03-31 |
238 |
$5,000 |
0 |
|
CWM LLC |
3672 |
- |
2024-03-31 |
247 |
$5,000 |
0 |
|
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18 Records found
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1
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