|
Institutional
Holders
Total
Institutions:
|
100 13 |
|
Total
shares held :
|
4,118,063 |
|
% of shares
held :
|
58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-62 |
|
Amount
of shares held :
|
-2,065,399 |
|
% of shares
held change :
|
-29.09% |
|
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 |
Fiduciary Planning LLC |
3 |
- |
2024-03-31 |
573,252 |
$25,953,000 |
-3,632 |
|
Stratos Wealth Advisors LLC |
11 |
- |
2024-03-31 |
497,489 |
$22,524,000 |
-37,246 |
|
HARBOUR INVESTMENTS INC. |
84 |
- |
2023-12-31 |
124,618 |
$5,317,000 |
-100 |
|
Onyx Bridge Wealth Group LLC |
24 |
- |
2024-03-31 |
114,996 |
$5,133,000 |
-1,883 |
|
Main Street Financial Solutions LLC |
60 |
- |
2024-03-31 |
71,219 |
$3,224,000 |
-715 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
55 |
- |
2022-12-31 |
67,865 |
$2,414,000 |
-101,001 |
|
CAPTRUST FINANCIAL ADVISORS |
787 |
- |
2024-03-31 |
45,362 |
$2,054,000 |
-1,591 |
|
Valtinson Bruner Financial Planning LLC |
34 |
- |
2024-03-31 |
45,008 |
$2,038,000 |
-133,183 |
|
Marshall Financial Group LLC |
62 |
- |
2024-03-31 |
32,767 |
$1,484,000 |
-1,556 |
|
Truadvice LLC |
57 |
- |
2023-09-30 |
32,781 |
$1,308,000 |
-3,885 |
|
WEDBUSH MORGAN SECURITIES INC |
386 |
- |
2024-03-31 |
21,951 |
$994,000 |
-18,444 |
|
Grant Street Asset Management Inc. |
29 |
- |
2024-03-31 |
21,661 |
$981,000 |
-388 |
|
AE Wealth Management LLC |
691 |
- |
2024-03-31 |
18,129 |
$821,000 |
-181 |
|
Opes Wealth Management LLC |
67 |
- |
2024-03-31 |
16,447 |
$745,000 |
-3 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
42 |
- |
2024-03-31 |
15,381 |
$696,000 |
-8,199 |
|
Sovereign Financial Group Inc. |
136 |
- |
2024-03-31 |
12,565 |
$569,000 |
-305 |
|
Resources Investment Advisors Inc. |
794 |
- |
2024-03-31 |
9,387 |
$425,000 |
-5,648 |
|
Echo Wealth Management LLC |
30 |
- |
2024-03-31 |
8,985 |
$407,000 |
-1,675 |
|
We Are One Seven LLC |
703 |
- |
2024-03-31 |
7,025 |
$318,000 |
-300 |
|
Key Client Fiduciary Advisors LLC |
137 |
- |
2024-03-31 |
6,600 |
$299,000 |
-375 |
|
LINCOLN NATIONAL CORP |
972 |
- |
2024-03-31 |
6,265 |
$284,000 |
-4,080 |
|
NBC SECURITIES INC. |
724 |
- |
2024-03-31 |
4,782 |
$216,000 |
-74 |
|
CoreCap Advisors LLC |
548 |
- |
2023-12-31 |
4,792 |
$204,000 |
-80,184 |
|
MORGAN STANLEY |
5574 |
- |
2024-03-31 |
3,778 |
$171,000 |
-158 |
|
AdvisorNet Financial Inc |
565 |
- |
2024-03-31 |
2,850 |
$129,000 |
-401 |
|
Aptus Capital Advisors LLC |
775 |
- |
2024-03-31 |
2,750 |
$125,000 |
-1,726 |
|
IFP Advisors Inc |
1167 |
- |
2023-12-31 |
2,652 |
$113,000 |
-454 |
|
COMERICA BANK |
2738 |
- |
2024-03-31 |
1,173 |
$53,000 |
-2,368 |
|
WELLS FARGO & CO/MN |
4675 |
- |
2024-03-31 |
1,090 |
$49,000 |
-5,481 |
|
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29 Records found
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1
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