| |
Institutional
Holders
Total
Institutions:
 |
109  1 |
|
|
Total
shares held :
|
1,392,402 |
|
|
% of shares
held :
|
15.47% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 5 |
|
|
Amount
of shares held :
|
149,724 |
|
|
% of shares
held change :
|
1.66% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
2411 |
*New |
2023-12-31 |
68,408 |
$1,919,000 |
68,408 |
|
| Scissortail Wealth Management LLC |
79 |
*New |
2023-12-31 |
23,900 |
$672,000 |
23,900 |
|
| INTL FCSTONE INC. |
208 |
*New |
2024-03-31 |
17,254 |
$540,000 |
17,254 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2105 |
*New |
2024-03-31 |
7,030 |
$220,000 |
7,030 |
|
| Almanack Investment Partners LLC. |
168 |
*New |
2024-03-31 |
6,500 |
$204,000 |
6,500 |
|
| CAPITAL PERFORMANCE ADVISORS LLP |
80 |
*New |
2024-03-31 |
6,462 |
$202,000 |
6,462 |
|
| ADVISORY SERVICES NETWORK, LLC |
1582 |
*New |
2023-12-31 |
3,858 |
$108,000 |
3,858 |
|
| FinTrust Capital Advisors LLC |
537 |
*New |
2024-03-31 |
1,450 |
$45,000 |
1,450 |
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
|
*New |
2023-12-31 |
1,000 |
$28,000 |
1,000 |
|
| Coastal Investment Advisors Inc. |
635 |
*New |
2024-03-31 |
680 |
$21,000 |
680 |
|
| Castleview Partners LLC |
510 |
*New |
2023-12-31 |
384 |
$11,000 |
384 |
|
| MATHER GROUP, INC. |
1195 |
*New |
2024-03-31 |
363 |
$10,000 |
363 |
|
| ICA Group Wealth Management LLC |
1000 |
*New |
2023-12-31 |
200 |
$6,000 |
200 |
|
| Global Wealth Strategies & Associates |
215 |
*New |
2024-03-31 |
188 |
$6,000 |
188 |
|
| BANK OF MONTREAL /CAN/ |
3242 |
*New |
2023-12-31 |
182 |
$5,000 |
182 |
|
| Truvestments Capital LLC |
591 |
*New |
2023-12-31 |
171 |
$5,000 |
171 |
|
| Ahrens Investment Partners LLC |
769 |
*New |
2023-03-31 |
189 |
$5,000 |
189 |
|
| Rockbridge Investment Management LCC |
611 |
*New |
2023-12-31 |
50 |
$1,000 |
50 |
|
|
18 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
|
|
|
