|
Institutional
Holders
Total
Institutions:
|
16 2 |
|
Total
shares held :
|
1,673,993 |
|
% of shares
held :
|
18.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
309,412 |
|
% of shares
held change :
|
3.44% |
|
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 |
Bridgeworth LLC |
|
- |
2023-12-31 |
905,930 |
$29,145,000 |
-9,904 |
|
Spire Wealth Management |
154 |
- |
2024-03-31 |
156,231 |
$5,271,000 |
-3,949 |
|
Capital Investment Advisory Services LLC |
69 |
- |
2024-03-31 |
95,030 |
$3,206,000 |
-51,809 |
|
Mowery & Schoenfeld Wealth Management LLC |
5 |
- |
2024-03-31 |
87,238 |
$2,943,000 |
-680 |
|
Koshinski Asset Management Inc. |
122 |
- |
2024-03-31 |
52,726 |
$1,779,000 |
-29,322 |
|
Arcus Capital Partners LLC |
32 |
- |
2024-03-31 |
45,660 |
$1,541,000 |
-270 |
|
Dynamic Advisors Solutions LLC |
755 |
- |
2024-03-31 |
9,030 |
$305,000 |
-317 |
|
Advisor Group Holdings Inc. |
4938 |
- |
2024-03-31 |
1,000 |
$34,000 |
-5,270 |
|
UBS Group AG |
6694 |
- |
2024-03-31 |
60 |
$2,000 |
-165 |
|
|
9 Records found
|
1
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Page 1 of 1 |
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