|
Institutional
Holders
Total
Institutions:
|
133 1 |
|
Total
shares held :
|
10,103,699 |
|
% of shares
held :
|
63.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
Amount
of shares held :
|
-499,766 |
|
% of shares
held change :
|
-3.16% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Steward Financial Group LLC |
6 |
- |
2023-09-30 |
406,081 |
$12,369,000 |
-257,720 |
|
Miracle Mile Advisors LLC |
80 |
- |
2024-03-31 |
259,598 |
$8,868,000 |
-10,627 |
|
MERCER GLOBAL ADVISORS INC /ADV |
425 |
- |
2024-03-31 |
168,004 |
$5,739,000 |
-133,172 |
|
Belpointe Asset Management LLC |
64 |
- |
2024-03-31 |
111,787 |
$3,819,000 |
-5,217 |
|
STEPHENS INC /AR/ |
303 |
- |
2024-03-31 |
105,565 |
$3,606,000 |
-2,200 |
|
TOWNSQUARE CAPITAL LLC |
378 |
- |
2024-03-31 |
81,994 |
$2,801,000 |
-12,173 |
|
Stratos Wealth Advisors LLC |
148 |
- |
2024-03-31 |
79,903 |
$2,729,000 |
-1,058 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
39 |
- |
2024-03-31 |
62,174 |
$2,124,000 |
-310 |
|
WEALTHSOURCE PARTNERS LLC |
141 |
- |
2023-12-31 |
53,070 |
$1,733,000 |
-6,600 |
|
Lineweaver Wealth Advisors LLC |
66 |
- |
2024-03-31 |
37,785 |
$1,291,000 |
-431 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2303 |
- |
2024-03-31 |
35,632 |
$1,217,000 |
-13,149 |
|
Keystone Wealth Services LLC |
72 |
- |
2024-03-31 |
31,089 |
$1,062,000 |
-12 |
|
MML INVESTORS SERVICES LLC |
1436 |
- |
2024-03-31 |
28,518 |
$974,000 |
-8,639 |
|
Cape Investment Advisory Inc. |
47 |
- |
2023-12-31 |
28,700 |
$937,000 |
-3,100 |
|
Bedel Financial Consulting Inc. |
117 |
- |
2024-03-31 |
18,348 |
$627,000 |
-211 |
|
CWM LLC |
1077 |
- |
2024-03-31 |
16,464 |
$562,000 |
-3,854 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
692 |
- |
2024-03-31 |
12,209 |
$417,000 |
-1,249 |
|
SILVER OAK SECURITIES Inc |
284 |
- |
2024-03-31 |
9,762 |
$333,000 |
-2,636 |
|
Mutual Advisors LLC |
902 |
- |
2024-03-31 |
7,812 |
$267,000 |
-90 |
|
CREATIVE PLANNING |
2371 |
- |
2024-03-31 |
7,441 |
$254,000 |
-2,941 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
569 |
- |
2024-03-31 |
6,960 |
$238,000 |
-2,670 |
|
Soltis Investment Advisors LLC |
287 |
- |
2024-03-31 |
5,992 |
$205,000 |
-277,885 |
|
J P MORGAN CHASE & CO |
4617 |
- |
2024-03-31 |
1,849 |
$63,000 |
-473,151 |
|
UBS Group AG |
5695 |
- |
2024-03-31 |
600 |
$20,000 |
-1,685 |
|
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24 Records found
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1
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Page 1 of 1 |
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