|
Institutional
Holders
Total
Institutions:
|
84 0 |
|
Total
shares held :
|
4,048,633 |
|
% of shares
held :
|
7.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-218,476 |
|
% of shares
held change :
|
-0.42% |
|
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 |
AJ WEALTH STRATEGIES LLC |
104 |
- |
2023-06-30 |
30,382 |
$1,550,000 |
0 |
|
Regis Acquisition Inc. |
25 |
- |
2023-12-31 |
19,560 |
$1,071,000 |
0 |
|
CWM LLC |
822 |
- |
2024-03-31 |
17,292 |
$1,050,000 |
0 |
|
ATLAS CAPITAL ADVISORS LLC |
149 |
- |
2024-03-31 |
13,480 |
$819,000 |
0 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
331 |
- |
2023-12-31 |
13,552 |
$742,000 |
0 |
|
MCCORMACK ADVISORS INTERNATIONAL |
695 |
- |
2024-03-31 |
8,670 |
$527,000 |
0 |
|
Navis Wealth Advisors LLC |
39 |
- |
2024-03-31 |
8,546 |
$519,000 |
0 |
|
Empower Advisory Group LLC |
332 |
- |
2024-03-31 |
7,027 |
$427,000 |
0 |
|
Bienville Capital Management LLC |
68 |
- |
2023-12-31 |
6,600 |
$361,000 |
0 |
|
Cetera Investment Advisers |
1743 |
- |
2023-12-31 |
5,835 |
$320,000 |
0 |
|
JBR Co Financial Management Inc |
77 |
- |
2024-03-31 |
4,400 |
$267,000 |
0 |
|
SOUNDMARK WEALTH MANAGEMENT LLC |
57 |
- |
2024-03-31 |
4,396 |
$267,000 |
0 |
|
Global Retirement Partners LLC |
711 |
- |
2024-03-31 |
4,096 |
$249,000 |
0 |
|
Cresset Asset Management LLC |
1576 |
- |
2023-12-31 |
4,376 |
$240,000 |
0 |
|
AYRSHIRE ASSOCIATES INC |
169 |
- |
2023-12-31 |
4,382 |
$240,000 |
0 |
|
PACIFIC SUN FINANCIAL CORP |
164 |
- |
2024-03-31 |
3,900 |
$237,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
191 |
- |
2024-03-31 |
3,330 |
$202,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1502 |
- |
2023-12-31 |
2,696 |
$148,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
151 |
- |
2024-03-31 |
2,330 |
$134,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2795 |
- |
2023-12-31 |
2,144 |
$118,000 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
298 |
- |
2023-06-30 |
1,462 |
$75,000 |
0 |
|
HHM Wealth Advisors LLC |
260 |
- |
2023-12-31 |
1,170 |
$64,000 |
0 |
|
TOTH FINANCIAL ADVISORY CORP |
348 |
- |
2024-03-31 |
490 |
$30,000 |
0 |
|
First Pacific Financial |
203 |
- |
2024-03-31 |
456 |
$28,000 |
0 |
|
Sargent Bickham Lagudis LLC |
639 |
- |
2022-12-31 |
346 |
$16,000 |
0 |
|
Qube Research & Technologies Ltd |
3107 |
- |
2023-12-31 |
285 |
$16,000 |
0 |
|
Newbridge Financial Services Group Inc. |
1017 |
- |
2024-03-31 |
34 |
$2,000 |
0 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
501 |
- |
2023-12-31 |
1 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2380 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
DHJJ Financial Advisors Ltd. |
809 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
|
30 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
|
|
|