| |
Institutional
Holders
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:
|
|
|
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 |
  Ignite Planners LLC |
64 |
- |
2024-03-31 |
41,632 |
$1,540,000 |
0 |
|
| Pinnacle Wealth Planning Services Inc. |
77 |
- |
2024-03-31 |
35,481 |
$1,313,000 |
0 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
762 |
- |
2023-12-31 |
15,450 |
$547,000 |
0 |
|
| EPG Wealth Management LLC |
157 |
- |
2023-12-31 |
14,115 |
$510,000 |
0 |
|
| Lakeridge Wealth Management LLC |
64 |
- |
2024-03-31 |
13,045 |
$483,000 |
0 |
|
| Strategic Blueprint LLC |
411 |
- |
2024-03-31 |
11,212 |
$415,000 |
0 |
|
| Resources Investment Advisors Inc. |
843 |
- |
2024-03-31 |
9,805 |
$363,000 |
0 |
|
| WMG Financial Advisors LLC |
90 |
- |
2024-03-31 |
8,304 |
$307,000 |
0 |
|
| Q3 Asset Management |
41 |
- |
2024-03-31 |
7,312 |
$270,000 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2034 |
- |
2024-03-31 |
6,603 |
$244,000 |
0 |
|
| CASCADE INVESTMENT GROUP INC. |
117 |
- |
2023-12-31 |
6,735 |
$239,000 |
0 |
|
| MCKINLEY CARTER WEALTH SERVICES, INC. |
281 |
- |
2024-03-31 |
6,080 |
$225,000 |
0 |
|
| Octavia Wealth Advisors LLC |
197 |
- |
2024-03-31 |
6,080 |
$225,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
81 |
- |
2024-03-31 |
6,035 |
$223,000 |
0 |
|
| COMERICA BANK |
2384 |
- |
2023-12-31 |
3,872 |
$137,000 |
0 |
|
| MTM Investment Management LLC |
228 |
- |
2024-03-31 |
1,000 |
$37,000 |
0 |
|
| AdvisorNet Financial Inc |
1019 |
- |
2024-03-31 |
650 |
$24,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
411 |
- |
2024-03-31 |
350 |
$13,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
542 |
- |
2024-03-31 |
215 |
$8,000 |
0 |
|
|
19 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
|
|
|
