|
Institutional
Holders
Total
Institutions:
|
82 0 |
|
Total
shares held :
|
3,446,520 |
|
% of shares
held :
|
9.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
173,505 |
|
% of shares
held change :
|
0.47% |
|
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 |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
13 |
- |
2024-03-31 |
163,123 |
$6,589,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
372 |
- |
2024-03-31 |
65,776 |
$2,657,000 |
0 |
|
Ignite Planners LLC |
85 |
- |
2024-03-31 |
23,636 |
$954,000 |
0 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
156 |
- |
2024-03-31 |
23,485 |
$949,000 |
0 |
|
Sage Capital Advisorsllc |
67 |
- |
2024-03-31 |
21,607 |
$873,000 |
0 |
|
Lakeridge Wealth Management LLC |
45 |
- |
2024-03-31 |
17,007 |
$687,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
314 |
- |
2023-12-31 |
16,635 |
$644,000 |
0 |
|
SNS Financial Group LLC |
113 |
- |
2024-03-31 |
12,658 |
$511,000 |
0 |
|
Icon Wealth Advisors LLC |
191 |
- |
2023-12-31 |
13,064 |
$506,000 |
0 |
|
Icon Wealth Partners LLC |
178 |
- |
2023-09-30 |
13,064 |
$464,000 |
0 |
|
Donald L. Hagan LLC |
78 |
- |
2024-03-31 |
10,190 |
$412,000 |
0 |
|
Beacon Pointe Advisors LLC |
984 |
- |
2023-12-31 |
9,440 |
$366,000 |
0 |
|
Vivaldi Capital Management LLC |
173 |
- |
2023-12-31 |
7,315 |
$288,000 |
0 |
|
Capital Asset Advisory Services LLC |
295 |
- |
2024-03-31 |
5,554 |
$223,000 |
0 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1138 |
- |
2024-03-31 |
5,400 |
$218,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
874 |
- |
2024-03-31 |
3,076 |
$124,000 |
0 |
|
MTM Investment Management LLC |
207 |
- |
2024-03-31 |
2,095 |
$85,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
238 |
- |
2024-03-31 |
1,525 |
$62,000 |
0 |
|
SOA Wealth Advisors LLC. |
317 |
- |
2024-03-31 |
1,151 |
$46,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1591 |
- |
2024-03-31 |
1,150 |
$46,000 |
0 |
|
MORGAN STANLEY |
6137 |
- |
2023-12-31 |
690 |
$27,000 |
0 |
|
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21 Records found
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1
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