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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    3
Total shares held : 
 5,733,824  
% of shares held : 
 12.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -974,278  
% of shares held change : 
   -2.05%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 171,788
 3%
 
Increased Positions :
15
 313,864
 5.47%
 
Unchanged Positions :
19
 311,949
 5.44%
 
Decreased Positions :
49
-1,272,306
-22.19%
 
Closed Positions :
8
-187,624
-3.27%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OPPENHEIMER & CO INC 57 - 2024-03-31 554,934 $20,533,000 3,442
   MinichMacGregor Wealth Management LLC 33 - 2024-03-31 157,571 $5,827,000 7,254
   Signal Advisors Wealth LLC 23 - 2024-03-31 113,558 $4,202,000 10,562
   LPL FINANCIAL CORP 1906 - 2024-03-31 112,756 $4,172,000 18,083
   RAYMOND JAMES & ASSOCIATES 1917 - 2024-03-31 79,239 $2,932,000 4,605
   Kestra Advisory Services LLC 694 - 2023-12-31 70,390 $2,494,000 15,677
   HARBOUR INVESTMENTS INC. 221 - 2023-12-31 59,378 $2,104,000 71
   Sage Capital Advisorsllc 54 - 2024-03-31 35,600 $1,317,000 13,100
   MML INVESTORS SERVICES LLC 1528 - 2023-12-31 20,935 $742,000 6,430
   J P MORGAN CHASE & CO 3749 - 2024-03-31 12,984 $480,000 12,701
   Capital Investment Advisory Services LLC 646 - 2024-03-31 1,425 $53,000 700
   PRINCIPAL SECURITIES INC. 2431 - 2024-03-31 209 $8,000 19
  12 Records found
  1    
  Page 1 of 1
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