|
Institutional
Holders
Total
Institutions:
|
29 2 |
|
Total
shares held :
|
1,453,127 |
|
% of shares
held :
|
20.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
70,059 |
|
% of shares
held change :
|
1% |
|
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 |
David Kennon Inc |
8 |
- |
2024-03-31 |
378,919 |
$7,925,000 |
-3,507 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
901 |
- |
2024-03-31 |
375,264 |
$7,849,000 |
135,875 |
|
Kestra Advisory Services LLC |
634 |
- |
2024-03-31 |
172,824 |
$3,615,000 |
6,570 |
|
Advisor Group Holdings Inc. |
1640 |
- |
2024-03-31 |
102,372 |
$2,142,000 |
28,166 |
|
Concurrent Investment Advisors LLC |
255 |
- |
2024-03-31 |
88,273 |
$1,846,000 |
27,259 |
|
OLD MISSION CAPITAL LLC |
264 |
- |
2024-03-31 |
78,456 |
$1,641,000 |
-22,083 |
|
BEAM Asset Management LLC |
26 |
- |
2024-03-31 |
73,760 |
$1,543,000 |
782 |
|
Element Wealth LLC |
26 |
- |
2024-03-31 |
63,873 |
$1,336,000 |
43 |
|
WEALTHTRUST AXIOM LLC |
61 |
- |
2024-03-31 |
59,554 |
$1,246,000 |
-4,000 |
|
LPL FINANCIAL CORP |
3044 |
- |
2024-03-31 |
52,049 |
$1,089,000 |
-406 |
|
CITADEL ADVISORS LLC |
3415 |
- |
2024-03-31 |
33,161 |
$694,000 |
33,161 |
|
MML INVESTORS SERVICES LLC |
1824 |
- |
2024-03-31 |
22,331 |
$467,000 |
560 |
|
J.W. COLE ADVISORS INC. |
611 |
- |
2024-03-31 |
17,908 |
$375,000 |
-68 |
|
TCG Advisory Services LLC |
325 |
*New |
2024-03-31 |
16,567 |
$347,000 |
16,567 |
|
Steward Partners Investment Advisory LLC |
1259 |
- |
2024-03-31 |
14,151 |
$296,000 |
-199 |
|
SEQUENT ASSET MANAGEMENT, LLC |
62 |
- |
2024-03-31 |
12,050 |
$252,000 |
-450 |
|
Envestnet Portfolio Solutions Inc. |
1448 |
- |
2024-03-31 |
11,983 |
$251,000 |
0 |
|
ADELL HARRIMAN & CARPENTER INC |
156 |
- |
2024-03-31 |
11,900 |
$249,000 |
-600 |
|
Soltis Investment Advisors LLC |
278 |
*New |
2024-03-31 |
10,569 |
$221,000 |
10,569 |
|
NATIONAL BANK OF CANADA /FI/ |
1261 |
- |
2024-03-31 |
9,000 |
$191,000 |
0 |
|
FMR LLC |
2989 |
- |
2024-03-31 |
6,771 |
$142,000 |
6,230 |
|
BANK OF AMERICA CORP /DE/ |
5100 |
- |
2024-03-31 |
6,142 |
$128,000 |
-118 |
|
Larson Financial Group LLC |
564 |
- |
2024-03-31 |
4,203 |
$88,000 |
-237 |
|
ROYAL BANK OF CANADA |
4993 |
- |
2024-03-31 |
2,047 |
$43,000 |
164 |
|
Clarity Asset Management Inc. |
149 |
- |
2024-03-31 |
480 |
$10,000 |
6 |
|
Spectrum Wealth Counsel LLC |
305 |
- |
2024-03-31 |
288 |
$6,000 |
0 |
|
Sunbelt Securities Inc. |
1479 |
- |
2024-03-31 |
110 |
$2,000 |
0 |
|
MORGAN STANLEY |
6823 |
- |
2024-03-31 |
71 |
$2,000 |
1 |
|
PROEQUITIES INC. |
3243 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6207 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
JANE STREET GROUP LLC |
5637 |
*Closed |
2024-03-31 |
0 |
$0 |
-112,927 |
|
BANK OF MONTREAL /CAN/ |
3540 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,000 |
|
New England Capital Financial Advisors LLC |
420 |
*Closed |
2024-03-31 |
0 |
$0 |
-423 |
|
|
33 Records found
|
1
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