|
Institutional
Holders
Total
Institutions:
|
38 4 |
|
Total
shares held :
|
1,547,634 |
|
% of shares
held :
|
17.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
97,397 |
|
% of shares
held change :
|
1.08% |
|
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 |
MERRIMAN WEALTH MANAGEMENT, LLC |
21 |
- |
2023-12-31 |
282,835 |
$15,893,000 |
10,772 |
|
Silicon Hills Wealth Management LLC |
4 |
- |
2023-06-30 |
156,466 |
$8,078,000 |
2,228 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
952 |
- |
2024-03-31 |
115,542 |
$7,097,000 |
2,992 |
|
MARINER WEALTH ADVISORS, LLC |
912 |
- |
2023-12-31 |
49,394 |
$2,775,000 |
9,424 |
|
Trellis Wealth Advisors LLC |
11 |
- |
2024-03-31 |
33,949 |
$2,085,000 |
2 |
|
Trademark Financial Management LLC |
14 |
- |
2024-03-31 |
30,021 |
$1,844,000 |
6,877 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1970 |
- |
2024-03-31 |
27,049 |
$1,662,000 |
17,920 |
|
Wealthstream Advisors Inc. |
28 |
- |
2024-03-31 |
23,596 |
$1,449,000 |
390 |
|
PrairieView Partners LLC |
56 |
- |
2024-03-31 |
18,682 |
$1,148,000 |
116 |
|
Hill Investment Group Partners LLC |
34 |
- |
2023-12-31 |
14,688 |
$825,000 |
163 |
|
CITADEL ADVISORS LLC |
3125 |
- |
2023-12-31 |
14,494 |
$814,000 |
14,494 |
|
WMS PARTNERS, LLC |
140 |
- |
2023-12-31 |
10,397 |
$584,000 |
2,122 |
|
ZRC WEALTH MANAGEMENT LLC |
201 |
- |
2024-03-31 |
968 |
$59,000 |
6 |
|
Asset Dedication LLC |
580 |
- |
2024-03-31 |
345 |
$21,000 |
14 |
|
|
14 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
|
|
|