|
Institutional
Holders
Total
Institutions:
|
92 10 |
|
Total
shares held :
|
6,962,392 |
|
% of shares
held :
|
77.36% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
1,352,956 |
|
% of shares
held change :
|
15.03% |
|
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 |
Keystone Wealth Services LLC |
63 |
- |
2024-03-31 |
33,028 |
$1,203,000 |
0 |
|
Fragasso Group Inc. |
112 |
- |
2024-03-31 |
28,508 |
$1,039,000 |
0 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
159 |
- |
2024-03-31 |
24,952 |
$909,000 |
0 |
|
Steward Partners Investment Advisory LLC |
784 |
- |
2023-12-31 |
24,244 |
$847,000 |
0 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
886 |
- |
2024-03-31 |
11,031 |
$402,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1786 |
- |
2024-03-31 |
9,833 |
$358,000 |
0 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
155 |
- |
2024-03-31 |
8,601 |
$313,000 |
0 |
|
We Are One Seven LLC |
791 |
- |
2023-12-31 |
6,518 |
$228,000 |
0 |
|
Lion Street Advisors LLC |
218 |
- |
2024-03-31 |
6,428 |
$225,000 |
0 |
|
WOLFF WIESE MAGANA LLC |
104 |
- |
2024-03-31 |
3,215 |
$117,000 |
0 |
|
SOA Wealth Advisors LLC. |
233 |
- |
2024-03-31 |
3,197 |
$116,000 |
0 |
|
IFP Advisors Inc |
1214 |
- |
2023-12-31 |
2,900 |
$101,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
1722 |
- |
2023-12-31 |
2,875 |
$100,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1467 |
- |
2024-03-31 |
1,671 |
$61,000 |
0 |
|
Aptus Capital Advisors LLC |
675 |
- |
2023-12-31 |
1,305 |
$46,000 |
0 |
|
Capital Investment Advisory Services LLC |
756 |
- |
2024-03-31 |
500 |
$18,000 |
0 |
|
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16 Records found
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1
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Page 1 of 1 |
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