|
Institutional
Holders
Total
Institutions:
|
46 0 |
|
Total
shares held :
|
1,251,902 |
|
% of shares
held :
|
13.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-141,549 |
|
% of shares
held change :
|
-1.57% |
|
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 |
Tradition Wealth Management LLC |
54 |
- |
2023-12-31 |
158,993 |
$3,999,000 |
-5,303 |
|
GLOVISTA INVESTMENTS LLC |
19 |
- |
2023-12-31 |
138,712 |
$3,483,000 |
-3,514 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
26 |
- |
2024-03-31 |
81,854 |
$2,055,000 |
-3,997 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1928 |
- |
2024-03-31 |
61,119 |
$1,535,000 |
-1,617 |
|
Advisor Group Holdings Inc. |
2018 |
- |
2024-03-31 |
54,346 |
$1,365,000 |
-28,466 |
|
LINCOLN NATIONAL CORP |
468 |
- |
2024-03-31 |
47,069 |
$1,182,000 |
-9,043 |
|
BKD WEALTH ADVISORS LLC |
220 |
- |
2024-03-31 |
35,933 |
$902,000 |
-7,578 |
|
Michael S. Ryan Inc. |
21 |
- |
2024-03-31 |
23,251 |
$584,000 |
-673 |
|
ENVESTNET ASSET MANAGEMENT INC |
3287 |
- |
2023-12-31 |
20,628 |
$519,000 |
-16,662 |
|
WPWealth LLP |
41 |
- |
2023-12-31 |
20,003 |
$503,000 |
-787 |
|
Valtinson Bruner Financial Planning LLC |
83 |
- |
2024-03-31 |
16,217 |
$407,000 |
-21,552 |
|
SageView Advisory Group LLC |
364 |
- |
2024-03-31 |
15,746 |
$386,000 |
-30,728 |
|
JANNEY MONTGOMERY SCOTT LLC |
2255 |
- |
2024-03-31 |
13,248 |
$333,000 |
-984 |
|
LPL FINANCIAL CORP |
4110 |
- |
2024-03-31 |
11,914 |
$299,000 |
-1,578 |
|
HIGHTOWER ADVISORS, LLC |
2639 |
- |
2024-03-31 |
11,921 |
$299,000 |
-2,298 |
|
Wealth Alliance |
443 |
- |
2024-03-31 |
10,008 |
$251,000 |
-2,247 |
|
FINANCIAL NETWORK |
2402 |
- |
2023-12-31 |
9,443 |
$237,000 |
-5,268 |
|
H D Vest Advisory Services |
1472 |
- |
2024-03-31 |
8,897 |
$223,000 |
-712 |
|
Steward Partners Investment Advisory LLC |
1415 |
- |
2023-12-31 |
7,167 |
$180,000 |
-67 |
|
Sunbelt Securities Inc. |
777 |
- |
2024-03-31 |
2,833 |
$71,000 |
-2,110 |
|
|
20 Records found
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