|
Institutional
Holders
Total
Institutions:
|
211 9 |
|
Total
shares held :
|
19,390,723 |
|
% of shares
held :
|
16.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
Amount
of shares held :
|
1,180,619 |
|
% of shares
held change :
|
0.98% |
|
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 |
SMITHFIELD TRUST CO |
51 |
- |
2023-12-31 |
57,280 |
$5,678,000 |
0 |
|
Lido Advisors LLC |
550 |
- |
2023-12-31 |
10,093 |
$1,000,000 |
0 |
|
INSIGHT 2811 INC |
22 |
- |
2023-12-31 |
9,053 |
$897,000 |
0 |
|
Keystone Financial Group |
133 |
- |
2023-12-31 |
6,026 |
$597,000 |
0 |
|
VALMARK ADVISERS INC |
325 |
- |
2023-12-31 |
5,621 |
$557,000 |
0 |
|
Fairbanks Capital Management Inc. |
47 |
- |
2023-12-31 |
4,890 |
$485,000 |
0 |
|
ALESCO ADVISORS LLC |
130 |
- |
2023-12-31 |
4,014 |
$398,000 |
0 |
|
STAPP WEALTH MANAGEMENT PLLC |
15 |
- |
2024-03-31 |
3,881 |
$386,000 |
0 |
|
YCMNET ADVISORS INC |
179 |
- |
2023-12-31 |
2,547 |
$252,000 |
0 |
|
Whalen Wealth Management Inc. |
82 |
- |
2024-03-31 |
2,513 |
$250,000 |
0 |
|
ICA Group Wealth Management LLC |
245 |
- |
2023-12-31 |
2,160 |
$214,000 |
0 |
|
Asset Dedication LLC |
304 |
- |
2024-03-31 |
1,850 |
$184,000 |
0 |
|
Global Retirement Partners LLC |
1047 |
- |
2024-03-31 |
1,062 |
$106,000 |
0 |
|
Spire Wealth Management |
990 |
- |
2024-03-31 |
1,000 |
$99,000 |
0 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
75 |
- |
2024-03-31 |
955 |
$94,000 |
0 |
|
Emerald Investment Partners LLC |
363 |
- |
2024-03-31 |
344 |
$34,000 |
0 |
|
Tyler-Stone Wealth Management |
434 |
- |
2023-12-31 |
300 |
$30,000 |
0 |
|
JDM Financial Group LLC |
104 |
- |
2023-12-31 |
178 |
$18,000 |
0 |
|
Transcendent Capital Group LLC |
274 |
- |
2024-03-31 |
93 |
$9,000 |
0 |
|
Financial Gravity Wealth Inc. |
504 |
- |
2023-12-31 |
15 |
$2,000 |
0 |
|
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20 Records found
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1
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