|
Institutional
Holders
Total
Institutions:
|
96 1 |
|
Total
shares held :
|
6,935,003 |
|
% of shares
held :
|
77.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-35 |
|
Amount
of shares held :
|
982,152 |
|
% of shares
held change :
|
10.91% |
|
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 |
PROSPERA FINANCIAL SERVICES |
446 |
*New |
2023-12-31 |
24,552 |
$1,084,000 |
24,552 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
436 |
*New |
2024-03-31 |
11,098 |
$522,000 |
11,098 |
|
Icon Wealth Advisors LLC |
213 |
*New |
2023-12-31 |
9,669 |
$427,000 |
9,669 |
|
Lifeworks Advisors LLC |
177 |
*New |
2024-03-31 |
6,480 |
$305,000 |
6,480 |
|
Echo Wealth Management LLC |
38 |
*New |
2024-03-31 |
5,801 |
$273,000 |
5,801 |
|
CoreCap Advisors LLC |
551 |
*New |
2023-12-31 |
4,599 |
$203,000 |
4,599 |
|
CENTAURUS FINANCIAL INC. |
763 |
*New |
2023-12-31 |
2,271 |
$100,000 |
2,271 |
|
Key Financial Inc |
447 |
*New |
2024-03-31 |
1,000 |
$47,000 |
1,000 |
|
WELLS FARGO & CO/MN |
4866 |
*New |
2024-03-31 |
612 |
$29,000 |
612 |
|
WEST PACES ADVISORS INC. |
397 |
*New |
2024-03-31 |
131 |
$6,000 |
131 |
|
Farther Finance Advisors LLC |
1998 |
*New |
2023-12-31 |
116 |
$5,000 |
116 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
725 |
*New |
2024-03-31 |
58 |
$3,000 |
58 |
|
|
12 Records found
|
1
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