| |
Institutional
Holders
Total
Institutions:
 |
170  3 |
|
|
Total
shares held :
|
17,663,459 |
|
|
% of shares
held :
|
31.01% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
87,220 |
|
|
% of shares
held change :
|
0.15% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.42 |
|
|
Last
Quarter's Ending
Price :
|
$11.31 |
|
|
Last
Quarter's Average
Price :
|
$10.63 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.76 (7.15%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Financial Gravity Wealth Inc. |
170 |
- |
2023-12-31 |
472,055 |
$1,535,000 |
0 |
|
| APOLLO MANAGEMENT HOLDINGS, L.P. |
34 |
- |
2023-12-31 |
63,262 |
$715,000 |
0 |
|
| Belpointe Asset Management LLC |
409 |
- |
2023-12-31 |
37,722 |
$427,000 |
0 |
|
| EWG Elevate Inc. |
94 |
- |
2024-03-31 |
29,434 |
$324,000 |
0 |
|
| DFPG INVESTMENTS INC. |
568 |
- |
2023-12-31 |
21,473 |
$235,000 |
0 |
|
| SWMG LLC |
94 |
- |
2023-12-31 |
19,374 |
$219,000 |
0 |
|
| Sheaff Brock Investment Advisors LLC |
402 |
- |
2023-12-31 |
18,616 |
$211,000 |
0 |
|
| Sontag Advisory LLC |
619 |
- |
2023-12-31 |
16,687 |
$189,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
92 |
- |
2024-03-31 |
16,865 |
$186,000 |
0 |
|
| GSA CAPITAL PARTNERS LLP |
1353 |
- |
2023-12-31 |
15,547 |
$176,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1443 |
- |
2023-12-31 |
13,335 |
$151,000 |
0 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
966 |
- |
2023-12-31 |
12,646 |
$143,000 |
0 |
|
| Strong Tower Advisory Services |
80 |
- |
2024-03-31 |
12,503 |
$139,000 |
0 |
|
| Virtue Capital Management LLC |
327 |
- |
2023-12-31 |
10,786 |
$120,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
152 |
- |
2024-03-31 |
10,594 |
$117,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
9,637 |
$109,000 |
0 |
|
| PROEQUITIES INC. |
990 |
- |
2023-12-31 |
6,364 |
$73,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
647 |
- |
2023-12-31 |
5,000 |
$57,000 |
0 |
|
| HUNTINGTON NATIONAL BANK |
754 |
- |
2023-12-31 |
4,704 |
$53,000 |
0 |
|
| Joseph Group Capital Management |
64 |
- |
2023-12-31 |
4,131 |
$47,000 |
0 |
|
| Tyler-Stone Wealth Management |
364 |
- |
2023-12-31 |
3,863 |
$44,000 |
0 |
|
| SIGNATUREFD, LLC |
1612 |
- |
2023-12-31 |
3,309 |
$37,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
541 |
- |
2022-12-31 |
3,034 |
$30,000 |
0 |
|
| Arlington Trust Co LLC |
327 |
- |
2024-03-31 |
2,100 |
$23,000 |
0 |
|
| Sunbelt Securities Inc. |
1053 |
- |
2024-03-31 |
2,000 |
$22,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1778 |
- |
2024-03-31 |
1,689 |
$19,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2450 |
- |
2023-12-31 |
1,562 |
$18,000 |
0 |
|
| GROUP ONE TRADING, L.P. |
1442 |
- |
2023-12-31 |
800 |
$9,000 |
0 |
|
| SOA Wealth Advisors LLC. |
555 |
- |
2024-03-31 |
854 |
$9,000 |
0 |
|
| Kozak & Associates Inc. |
278 |
- |
2023-12-31 |
484 |
$5,000 |
0 |
|
| Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
285 |
$3,000 |
0 |
|
|
31 Records found
|
1
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