|
Institutional
Holders
Total
Institutions:
|
58 12 |
|
Total
shares held :
|
3,441,970 |
|
% of shares
held :
|
38.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
810,128 |
|
% of shares
held change :
|
9% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Wealthquest Corp |
8 |
- |
2024-03-31 |
798,762 |
$38,412,000 |
-82,326 |
|
Boothe Investment Group Inc. |
|
- |
2024-03-31 |
443,929 |
$21,349,000 |
-135,065 |
|
Kestra Advisory Services LLC |
375 |
- |
2024-03-31 |
165,178 |
$7,943,000 |
-1,564 |
|
Stratos Wealth Advisors LLC |
86 |
- |
2024-03-31 |
100,294 |
$4,823,000 |
-310 |
|
JANE STREET GROUP LLC |
1432 |
- |
2024-03-31 |
87,966 |
$4,230,000 |
-71,497 |
|
ENVESTNET ASSET MANAGEMENT INC |
2438 |
- |
2024-03-31 |
51,172 |
$2,461,000 |
-25,196 |
|
J.W. COLE ADVISORS INC. |
304 |
- |
2024-03-31 |
25,199 |
$1,212,000 |
-2,425 |
|
WEALTH BUILDERS |
102 |
- |
2024-03-31 |
22,764 |
$1,095,000 |
-7,822 |
|
Flagship Private Wealth LLC |
30 |
- |
2024-03-31 |
21,041 |
$1,012,000 |
-18,287 |
|
Private Advisor Group LLC |
1165 |
- |
2024-03-31 |
20,400 |
$981,000 |
-1,566 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
217 |
- |
2024-03-31 |
17,879 |
$859,000 |
-2,433 |
|
F/M Investments LLC |
40 |
- |
2024-03-31 |
11,474 |
$552,000 |
-58,644 |
|
FINANCIAL NETWORK |
2102 |
- |
2024-03-31 |
7,900 |
$380,000 |
-2,120 |
|
Financial Guidance Group Inc. |
48 |
- |
2024-03-31 |
6,170 |
$297,000 |
-79 |
|
Vontobel Holding Ltd. |
986 |
- |
2024-03-31 |
4,545 |
$219,000 |
-1,055 |
|
HARBOUR INVESTMENTS INC. |
897 |
- |
2023-12-31 |
3,727 |
$180,000 |
-300 |
|
WELLS FARGO & CO/MN |
4162 |
- |
2024-03-31 |
2,811 |
$135,000 |
-3,420 |
|
Parallel Advisors LLC |
1179 |
- |
2024-03-31 |
2,000 |
$96,000 |
-1,320 |
|
FMR LLC |
5579 |
- |
2024-03-31 |
1 |
$0 |
-654 |
|
|
19 Records found
|
1
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