|
Institutional
Holders
Total
Institutions:
|
18 1 |
|
Total
shares held :
|
5,846,809 |
|
% of shares
held :
|
15.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-1,134,249 |
|
% of shares
held change :
|
-2.95% |
|
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 |
Aptus Capital Advisors LLC |
8 |
- |
2024-03-31 |
4,254,398 |
$88,534,000 |
809,872 |
|
Sugarloaf Wealth Management LLC |
8 |
- |
2024-03-31 |
956,239 |
$19,899,000 |
121,581 |
|
Waterloo Capital L.P. |
10 |
- |
2024-03-31 |
649,881 |
$13,524,000 |
67,390 |
|
Integrated Wealth Concepts LLC |
130 |
- |
2024-03-31 |
601,069 |
$12,508,000 |
473,650 |
|
FIRST HEARTLAND CONSULTANTS INC |
37 |
- |
2024-03-31 |
353,982 |
$7,366,000 |
-16,835 |
|
SILVER OAK SECURITIES Inc |
40 |
- |
2024-03-31 |
175,165 |
$3,645,000 |
16,257 |
|
ENVESTNET ASSET MANAGEMENT INC |
2281 |
*New |
2024-03-31 |
150,168 |
$3,125,000 |
150,168 |
|
Park Place Capital Corp |
18 |
*New |
2024-03-31 |
147,987 |
$3,080,000 |
147,987 |
|
One + One Wealth Management LLC |
27 |
- |
2024-03-31 |
100,750 |
$2,097,000 |
47,155 |
|
MBE Wealth Management LLC |
13 |
- |
2024-03-31 |
86,961 |
$1,810,000 |
22,527 |
|
Second Line Capital LLC |
38 |
- |
2023-12-31 |
85,581 |
$1,711,000 |
0 |
|
ATRIA INVESTMENTS LLC |
844 |
*New |
2023-12-31 |
56,293 |
$1,125,000 |
56,293 |
|
Atomi Financial Group Inc. |
222 |
- |
2024-03-31 |
38,496 |
$801,000 |
4,400 |
|
United Advisor Group LLC |
89 |
*New |
2024-03-31 |
38,501 |
$801,000 |
38,501 |
|
Signal Advisors Wealth LLC |
182 |
*New |
2024-03-31 |
21,177 |
$441,000 |
21,177 |
|
OLD MISSION CAPITAL LLC |
627 |
*New |
2024-03-31 |
19,017 |
$396,000 |
19,017 |
|
MARIPAU WEALTH MANAGEMENT LLC |
88 |
*New |
2024-03-31 |
14,763 |
$307,000 |
14,763 |
|
Advisor Resource Council |
205 |
*New |
2024-03-31 |
11,154 |
$223,000 |
11,154 |
|
Coppell Advisory Solutions LLC |
304 |
*New |
2023-12-31 |
7,132 |
$143,000 |
7,132 |
|
Global Retirement Partners LLC |
933 |
- |
2024-03-31 |
6,544 |
$136,000 |
1,917 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
279 |
- |
2024-03-31 |
5,481 |
$114,000 |
-2,031 |
|
UBS Group AG |
6487 |
- |
2024-03-31 |
122 |
$3,000 |
-29 |
|
PROEQUITIES INC. |
3529 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6000 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,568 |
|
MORGAN STANLEY |
7450 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
S.C. Financial Services Inc. |
136 |
*Closed |
2022-12-31 |
0 |
$0 |
-16,078 |
|
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26 Records found
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1
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