| |
Institutional
Holders
Total
Institutions:
 |
41  2 |
|
|
Total
shares held :
|
2,346,963 |
|
|
% of shares
held :
|
2.61% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
-46,690 |
|
|
% of shares
held change :
|
-0.05% |
|
| 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 |
  GDS Wealth Management |
29 |
- |
2024-03-31 |
600,864 |
$12,444,000 |
98,160 |
|
| Elevated Capital Advisors LLC |
36 |
- |
2024-03-31 |
139,236 |
$2,884,000 |
51,232 |
|
| Equitable Holdings Inc. |
390 |
- |
2023-12-31 |
102,515 |
$2,175,000 |
5,594 |
|
| ALTFEST L J & CO INC |
64 |
- |
2024-03-31 |
92,325 |
$1,912,000 |
24,417 |
|
| LPL FINANCIAL CORP |
2586 |
- |
2024-03-31 |
86,474 |
$1,791,000 |
7,392 |
|
| Chicago Partners Investment Group LLC |
290 |
- |
2024-03-31 |
57,930 |
$1,163,000 |
532 |
|
| ICA Group Wealth Management LLC |
398 |
- |
2023-12-31 |
3,982 |
$84,000 |
3,982 |
|
| Coppell Advisory Solutions LLC |
501 |
- |
2023-12-31 |
2,298 |
$49,000 |
2,216 |
|
| Scarborough Advisors LLC |
139 |
- |
2024-03-31 |
1,281 |
$27,000 |
26 |
|
|
9 Records found
|
1
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