| |
Institutional
Holders
Total
Institutions:
 |
29  6 |
|
|
Total
shares held :
|
1,102,230 |
|
|
% of shares
held :
|
12.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
492,330 |
|
|
% of shares
held change :
|
5.47% |
|
| 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 |
  Global Strategic Investment Solutions LLC |
20 |
- |
2023-12-31 |
526,689 |
$12,461,000 |
420,523 |
|
| WPWealth LLP |
23 |
- |
2023-12-31 |
55,877 |
$1,322,000 |
-7,617 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
120 |
- |
2022-12-31 |
42,149 |
$938,000 |
5,149 |
|
| BKD WEALTH ADVISORS LLC |
230 |
- |
2024-03-31 |
33,913 |
$817,000 |
-7,011 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2283 |
- |
2023-12-31 |
33,743 |
$798,000 |
13,271 |
|
| GOLDMAN SACHS GROUP INC/ |
3645 |
*New |
2023-12-31 |
31,909 |
$755,000 |
31,909 |
|
| Pillar Wealth Advisors LLC |
41 |
- |
2023-12-31 |
26,517 |
$627,000 |
0 |
|
| Advisor Group Holdings Inc. |
2993 |
- |
2023-12-31 |
25,202 |
$596,000 |
16,960 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3707 |
- |
2023-12-31 |
22,119 |
$523,000 |
22,119 |
|
| BERSON & CORRADO INVESTMENT ADVISORS, LLC |
67 |
*New |
2023-12-31 |
14,299 |
$338,000 |
14,299 |
|
| Tradition Wealth Management LLC |
257 |
- |
2023-12-31 |
14,226 |
$337,000 |
0 |
|
| H D Vest Advisory Services |
1194 |
- |
2023-12-31 |
13,454 |
$318,000 |
-27,279 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3569 |
- |
2023-12-31 |
13,268 |
$314,000 |
-14,590 |
|
| Compass Advisory Group LLC |
58 |
- |
2023-12-31 |
12,910 |
$305,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
552 |
- |
2023-12-31 |
12,526 |
$296,000 |
167 |
|
| FINANCIAL NETWORK |
2274 |
- |
2023-12-31 |
12,115 |
$287,000 |
2,449 |
|
| HIGHTOWER ADVISORS, LLC |
2712 |
*New |
2023-12-31 |
11,642 |
$274,000 |
11,642 |
|
| SageView Advisory Group LLC |
518 |
*New |
2023-12-31 |
9,545 |
$220,000 |
9,545 |
|
| Kestra Advisory Services LLC |
2085 |
*New |
2023-12-31 |
8,519 |
$202,000 |
8,519 |
|
| Sunbelt Securities Inc. |
598 |
- |
2024-03-31 |
6,303 |
$152,000 |
-2,580 |
|
| Long Island Wealth Management Inc. |
85 |
- |
2023-12-31 |
6,250 |
$148,000 |
0 |
|
| UBS Group AG |
4846 |
*New |
2023-12-31 |
5,048 |
$119,000 |
5,048 |
|
| IFP Advisors Inc |
1237 |
- |
2023-12-31 |
4,082 |
$97,000 |
3,271 |
|
| AdvisorNet Financial Inc |
861 |
- |
2024-03-31 |
1,721 |
$41,000 |
0 |
|
| Capital Analysts Inc. |
686 |
- |
2023-12-31 |
1,674 |
$40,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
396 |
- |
2024-03-31 |
624 |
$15,000 |
0 |
|
| Cape Investment Advisory Inc. |
624 |
*New |
2023-12-31 |
500 |
$12,000 |
500 |
|
| FMR LLC |
4780 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| Michael S. Ryan Inc. |
46 |
*Closed |
2024-03-31 |
0 |
$0 |
-187,963 |
|
| PROEQUITIES INC. |
8518 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
6916 |
*Closed |
2023-12-31 |
0 |
$0 |
-5 |
|
|
31 Records found
|
1
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