|
Institutional
Holders
Total
Institutions:
|
92 10 |
|
Total
shares held :
|
5,546,917 |
|
% of shares
held :
|
61.63% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
Amount
of shares held :
|
441,145 |
|
% of shares
held change :
|
4.9% |
|
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 |
COLONY GROUP, LLC |
414 |
*New |
2023-12-31 |
51,844 |
$1,272,000 |
51,844 |
|
MARINER WEALTH ADVISORS, LLC |
1339 |
*New |
2023-12-31 |
46,651 |
$1,145,000 |
46,651 |
|
PAX Financial Group LLC |
78 |
*New |
2023-12-31 |
45,665 |
$1,118,000 |
45,665 |
|
AlphaStar Capital Management LLC |
141 |
*New |
2024-03-31 |
32,642 |
$795,000 |
32,642 |
|
River Street Advisors LLC |
84 |
*New |
2024-03-31 |
18,594 |
$453,000 |
18,594 |
|
WEALTHSOURCE PARTNERS LLC |
369 |
*New |
2023-12-31 |
15,622 |
$383,000 |
15,622 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
184 |
*New |
2024-03-31 |
11,024 |
$268,000 |
11,024 |
|
Strategic Financial Group LLC |
|
*New |
2023-12-31 |
10,450 |
$256,000 |
10,450 |
|
SIGNATUREFD, LLC |
918 |
*New |
2024-03-31 |
6,740 |
$164,000 |
6,740 |
|
YHB INVESTMENT ADVISORS, INC. |
470 |
*New |
2024-03-31 |
1,800 |
$44,000 |
1,800 |
|
First Command Advisory Services Inc. |
296 |
*New |
2024-03-31 |
1,152 |
$28,000 |
1,152 |
|
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11 Records found
|
1
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Page 1 of 1 |
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