|
Institutional
Holders
Total
Institutions:
|
85 10 |
|
Total
shares held :
|
4,390,106 |
|
% of shares
held :
|
48.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
1,612,311 |
|
% of shares
held change :
|
17.91% |
|
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 |
SMI Advisory Services LLC |
32 |
- |
2024-03-31 |
109,616 |
$3,835,000 |
-486,975 |
|
AdvisorNet Financial Inc |
62 |
- |
2024-03-31 |
106,061 |
$3,751,000 |
-156 |
|
BKD WEALTH ADVISORS LLC |
176 |
- |
2024-03-31 |
46,087 |
$1,630,000 |
-6,481 |
|
BCJ Capital Management LLC |
185 |
- |
2024-03-31 |
21,424 |
$758,000 |
-6,374 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
335 |
- |
2024-03-31 |
19,239 |
$680,000 |
-100 |
|
Koshinski Asset Management Inc. |
323 |
- |
2024-03-31 |
13,685 |
$484,000 |
-9,520 |
|
Resources Investment Advisors Inc. |
836 |
- |
2024-03-31 |
10,576 |
$374,000 |
-583 |
|
CoreCap Advisors LLC |
424 |
- |
2023-12-31 |
9,753 |
$335,000 |
-569 |
|
AE Wealth Management LLC |
929 |
- |
2024-03-31 |
9,157 |
$324,000 |
-26,143 |
|
Valtinson Bruner Financial Planning LLC |
93 |
- |
2024-03-31 |
8,654 |
$306,000 |
-1,288 |
|
TFB Advisors LLC |
200 |
- |
2024-03-31 |
8,760 |
$300,000 |
-2,405 |
|
CITADEL ADVISORS LLC |
4335 |
- |
2024-03-31 |
7,321 |
$259,000 |
-7,288 |
|
Collaborative Wealth Managment Inc. |
142 |
- |
2024-03-31 |
6,595 |
$233,000 |
-4,629 |
|
Alera Investment Advisors LLC |
153 |
- |
2024-03-31 |
6,506 |
$230,000 |
-1,731 |
|
HARBOUR INVESTMENTS INC. |
1159 |
- |
2023-12-31 |
2,702 |
$93,000 |
-238 |
|
J P MORGAN CHASE & CO |
6256 |
- |
2024-03-31 |
2,604 |
$0 |
-3,697 |
|
|
16 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
|
|
|