| |
Institutional
Holders
Total
Institutions:
 |
114  36 |
|
|
Total
shares held :
|
5,760,158 |
|
|
% of shares
held :
|
64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
70 |
|
|
Amount
of shares held :
|
3,489,260 |
|
|
% of shares
held change :
|
38.77% |
|
| 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 |
  Mason & Associates Inc |
1 |
*New |
2024-03-31 |
1,714,085 |
$70,637,000 |
1,714,085 |
|
| Bullseye Investment Management LLC |
11 |
*New |
2023-12-31 |
129,631 |
$5,054,000 |
129,631 |
|
| WEALTHSOURCE PARTNERS LLC |
86 |
*New |
2023-12-31 |
77,336 |
$3,015,000 |
77,336 |
|
| STEPHENS INC /AR/ |
343 |
*New |
2023-12-31 |
65,138 |
$2,540,000 |
65,138 |
|
| Capital Analysts Inc. |
187 |
*New |
2023-12-31 |
39,367 |
$1,535,000 |
39,367 |
|
| ATRIA INVESTMENTS LLC |
829 |
*New |
2023-12-31 |
30,059 |
$1,172,000 |
30,059 |
|
| Ambassador Advisors LLC |
84 |
*New |
2023-12-31 |
22,650 |
$904,000 |
22,650 |
|
| Benchmark Investment Advisors LLC |
153 |
*New |
2023-12-31 |
18,455 |
$720,000 |
18,455 |
|
| Harvest Investment Services LLC |
86 |
*New |
2023-12-31 |
18,223 |
$709,000 |
18,223 |
|
| MBL Wealth LLC |
107 |
*New |
2024-03-31 |
16,695 |
$688,000 |
16,695 |
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
76 |
*New |
2023-12-31 |
11,333 |
$438,000 |
11,333 |
|
| TOWNSQUARE CAPITAL LLC |
865 |
*New |
2023-12-31 |
9,096 |
$355,000 |
9,096 |
|
| BANK OF THE WEST |
192 |
*New |
2022-12-31 |
11,000 |
$349,000 |
11,000 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
464 |
*New |
2024-03-31 |
7,416 |
$306,000 |
7,416 |
|
| Walleye Trading Advisors LLC |
1292 |
*New |
2023-12-31 |
6,900 |
$269,000 |
6,900 |
|
| Simplicity WealthLLC |
969 |
*New |
2024-03-31 |
6,282 |
$259,000 |
6,282 |
|
| CENTAURUS FINANCIAL INC. |
520 |
*New |
2023-12-31 |
6,619 |
$258,000 |
6,619 |
|
| Pinnacle Wealth Planning Services Inc. |
363 |
*New |
2024-03-31 |
5,944 |
$245,000 |
5,944 |
|
| Snowden Capital Advisors LLC |
989 |
*New |
2023-12-31 |
6,235 |
$243,000 |
6,235 |
|
| GeoWealth Management LLC |
461 |
*New |
2023-12-31 |
6,139 |
$239,000 |
6,139 |
|
| Integrated Wealth Concepts LLC |
1385 |
*New |
2023-12-31 |
5,875 |
$229,000 |
5,875 |
|
| RFG Advisory Group LLC |
668 |
*New |
2024-03-31 |
5,365 |
$221,000 |
5,365 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1205 |
*New |
2023-12-31 |
5,670 |
$221,000 |
5,670 |
|
| CoreCap Advisors LLC |
543 |
*New |
2023-12-31 |
5,292 |
$206,000 |
5,292 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
466 |
*New |
2024-03-31 |
3,368 |
$139,000 |
3,368 |
|
| BENJAMIN EDWARDS INC |
389 |
*New |
2024-03-31 |
3,094 |
$128,000 |
3,094 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2896 |
*New |
2023-12-31 |
200 |
$8,000 |
200 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
617 |
*New |
2023-12-31 |
40 |
$2,000 |
40 |
|
| Richard W. Paul & Associates LLC |
|
*New |
2023-12-31 |
17 |
$1,000 |
17 |
|
| HANSON MCCLAIN, INC. |
3143 |
*New |
2024-03-31 |
17 |
$1,000 |
17 |
|
|
30 Records found
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1
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