| |
Institutional
Holders
Total
Institutions:
 |
26  6 |
|
|
Total
shares held :
|
2,886,827 |
|
|
% of shares
held :
|
32.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
781,738 |
|
|
% of shares
held change :
|
8.69% |
|
| 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 |
  AE Wealth Management LLC |
93 |
- |
2023-12-31 |
1,655,093 |
$43,794,000 |
442,817 |
|
| Advisor Group Holdings Inc. |
695 |
- |
2023-12-31 |
462,866 |
$12,023,000 |
73,458 |
|
| Allianz Investment Management U.S. LLC |
15 |
- |
2023-12-31 |
200,020 |
$5,193,000 |
0 |
|
| Strategic Blueprint LLC |
78 |
- |
2024-03-31 |
160,268 |
$4,483,000 |
-934 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1625 |
- |
2024-03-31 |
88,240 |
$2,468,000 |
-13,591 |
|
| PFG Advisors |
285 |
- |
2023-12-31 |
34,575 |
$898,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3102 |
- |
2023-12-31 |
28,543 |
$741,000 |
11,211 |
|
| Family Wealth Group LLC |
30 |
- |
2023-12-31 |
24,861 |
$646,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
485 |
- |
2023-12-31 |
23,015 |
$598,000 |
11,170 |
|
| Prosperity Wealth Management Inc. |
54 |
- |
2023-12-31 |
17,413 |
$452,000 |
6,074 |
|
| MULTIFINANCIAL SECURITIES CORP |
1205 |
- |
2023-12-31 |
16,830 |
$437,000 |
4,250 |
|
| Great Lakes Retirement Inc. |
175 |
- |
2023-12-31 |
14,863 |
$386,000 |
-3,664 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2606 |
- |
2024-03-31 |
11,942 |
$334,000 |
1,142 |
|
| Cetera Investment Advisers |
1721 |
- |
2023-12-31 |
12,743 |
$331,000 |
1,544 |
|
| Focus Financial Network Inc. |
508 |
- |
2024-03-31 |
10,385 |
$281,000 |
0 |
|
| Feltz Wealth PLAN Inc. |
266 |
*New |
2023-12-31 |
10,793 |
$280,000 |
10,793 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
605 |
- |
2023-12-31 |
10,385 |
$270,000 |
0 |
|
| Authentikos Wealth Advisory LLC |
56 |
- |
2023-12-31 |
7,769 |
$202,000 |
-1,834 |
|
| UBS Group AG |
5152 |
- |
2023-12-31 |
2,466 |
$64,000 |
2,397 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
339 |
- |
2024-03-31 |
1,982 |
$55,000 |
0 |
|
| J P MORGAN CHASE & CO |
4962 |
*New |
2023-12-31 |
674 |
$18,000 |
674 |
|
| Newbridge Financial Services Group Inc. |
704 |
- |
2024-03-31 |
480 |
$13,000 |
0 |
|
| US BANCORP |
3269 |
*New |
2023-12-31 |
402 |
$10,000 |
402 |
|
| Pineridge Advisors LLC |
|
- |
2023-12-31 |
270 |
$7,000 |
0 |
|
| HANSON MCCLAIN, INC. |
2583 |
*New |
2024-03-31 |
124 |
$3,000 |
124 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
604 |
- |
2023-12-31 |
63 |
$2,000 |
-30 |
|
| Sound Income Strategies LLC |
1030 |
*New |
2024-03-31 |
74 |
$2,000 |
74 |
|
| Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
27 |
$1,000 |
5 |
|
| TUCKER ASSET MANAGEMENT LLC |
984 |
*New |
2023-12-31 |
6 |
$0 |
6 |
|
| Lloyd Advisory Services LLC. |
144 |
*Closed |
2024-03-31 |
0 |
$0 |
-57,958 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6379 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,547 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| B.O.S.S. Retirement Advisors LLC |
188 |
*Closed |
2024-03-31 |
0 |
$0 |
-29,653 |
|
|
33 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
