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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    12
Total shares held : 
 1,638,030  
% of shares held : 
 18.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 -126,742  
% of shares held change : 
   -1.41%  
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 :
2
 37,437
 2.29%
 
Increased Positions :
10
 139,771
 8.53%
 
Unchanged Positions :
18
 215,506
 13.16%
 
Decreased Positions :
17
-119,204
-7.28%
 
Closed Positions :
14
-184,746
-11.28%
 
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
   Tanglewood Legacy Advisors LLC 3 - 2024-03-31 183,293 $6,832,000 -1,060
   COMMONWEALTH EQUITY SERVICES LLC. 1361 - 2024-03-31 98,534 $3,673,000 -13,766
   Advisor Group Holdings Inc. 1690 - 2024-03-31 53,588 $1,998,000 -25,420
   Mutual Advisors LLC 384 - 2024-03-31 35,364 $1,318,000 -4,840
   FINANCIAL NETWORK 1393 - 2024-03-31 29,588 $1,103,000 -16,779
   BB&T CORP 1596 - 2024-03-31 26,724 $996,000 -15,159
   Ignite Planners LLC 94 - 2024-03-31 22,402 $835,000 -1,277
   ENVESTNET ASSET MANAGEMENT INC 3246 - 2024-03-31 17,797 $663,000 -121,663
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2185 - 2024-03-31 14,830 $553,000 -2,695
   Integrity Financial Corp /WA 61 - 2024-03-31 14,234 $531,000 -3,168
   Advance Capital Management Inc. 93 - 2024-03-31 11,676 $435,000 -6,997
   Atria Wealth Solutions Inc. 1338 - 2024-03-31 11,320 $422,000 -101
   TOWNSQUARE CAPITAL LLC 945 - 2024-03-31 9,500 $354,000 -3
   Spire Wealth Management 644 - 2024-03-31 8,581 $320,000 -1,871
   Main Street Financial Solutions LLC 410 - 2024-03-31 8,136 $303,000 -1,100
   AE Wealth Management LLC 995 - 2024-03-31 7,007 $261,000 -304
   PROEQUITIES INC. 901 - 2024-03-31 2,737 $102,000 -26,461
   DHJJ Financial Advisors Ltd. 249 - 2024-03-31 1,585 $59,000 -150
   Luken Investment Analytics LLC 116 - 2024-03-31 95 $4,000 -233,069
   NBC SECURITIES INC. 1941 - 2024-03-31 77 $2,000 -407
  20 Records found
  1    
  Page 1 of 1
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