|
Institutional
Holders
Total
Institutions:
|
19 5 |
|
Total
shares held :
|
1,287,930 |
|
% of shares
held :
|
14.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
277,725 |
|
% of shares
held change :
|
3.09% |
|
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 |
AE Wealth Management LLC |
125 |
- |
2023-12-31 |
1,009,517 |
$32,825,000 |
144,623 |
|
Lloyd Advisory Services LLC. |
5 |
- |
2024-03-31 |
342,198 |
$13,212,000 |
224,524 |
|
Weaver Consulting Group |
65 |
- |
2024-03-31 |
26,086 |
$896,000 |
0 |
|
Great Lakes Retirement Inc. |
144 |
- |
2023-12-31 |
23,594 |
$753,000 |
-5,656 |
|
SFI Advisors LLC |
49 |
*New |
2023-12-31 |
14,496 |
$463,000 |
14,496 |
|
Authentikos Wealth Advisory LLC |
44 |
- |
2023-12-31 |
11,913 |
$380,000 |
-3,087 |
|
Capital Investment Advisory Services LLC |
437 |
- |
2024-03-31 |
7,244 |
$249,000 |
88 |
|
OLD MISSION CAPITAL LLC |
804 |
*New |
2023-12-31 |
6,996 |
$223,000 |
6,996 |
|
Family Wealth Group LLC |
90 |
- |
2023-12-31 |
6,768 |
$216,000 |
0 |
|
INSIGHT 2811 INC |
72 |
- |
2023-12-31 |
6,729 |
$215,000 |
0 |
|
WOLVERINE TRADING LLC |
1014 |
*New |
2023-12-31 |
6,728 |
$215,000 |
6,728 |
|
Advisor Group Holdings Inc. |
4222 |
- |
2023-12-31 |
3,996 |
$128,000 |
-3,996 |
|
DHJJ Financial Advisors Ltd. |
248 |
- |
2024-03-31 |
1,725 |
$59,000 |
-100 |
|
Pineridge Advisors LLC |
|
- |
2023-12-31 |
553 |
$18,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
537 |
- |
2023-12-31 |
136 |
$4,000 |
-62 |
|
Sound Income Strategies LLC |
933 |
*New |
2024-03-31 |
114 |
$4,000 |
114 |
|
J P MORGAN CHASE & CO |
5323 |
*New |
2023-12-31 |
89 |
$3,000 |
89 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
44 |
$1,000 |
10 |
|
HANSON MCCLAIN, INC. |
3130 |
*New |
2024-03-31 |
35 |
$1,000 |
35 |
|
TUCKER ASSET MANAGEMENT LLC |
988 |
*New |
2023-12-31 |
9 |
$0 |
9 |
|
PROEQUITIES INC. |
6914 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7499 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
UBS Group AG |
7985 |
*Closed |
2023-12-31 |
0 |
$0 |
-57 |
|
B.O.S.S. Retirement Advisors LLC |
203 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,182 |
|
|
24 Records found
|
1
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