|
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 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
752 |
- |
2024-03-31 |
76,930 |
$3,617,000 |
0 |
|
Tanglewood Legacy Advisors LLC |
16 |
- |
2024-03-31 |
46,692 |
$2,195,000 |
0 |
|
Apollon Wealth Management LLC |
406 |
- |
2024-03-31 |
26,749 |
$1,258,000 |
0 |
|
KMG FIDUCIARY PARTNERS LLC |
135 |
- |
2024-03-31 |
25,046 |
$1,178,000 |
0 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
148 |
- |
2024-03-31 |
24,354 |
$1,145,000 |
0 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
111 |
- |
2023-12-31 |
15,472 |
$683,000 |
0 |
|
EPG Wealth Management LLC |
139 |
- |
2023-12-31 |
14,370 |
$651,000 |
0 |
|
Chicago Partners Investment Group LLC |
399 |
- |
2024-03-31 |
13,292 |
$617,000 |
0 |
|
SWMG LLC |
55 |
- |
2023-12-31 |
12,178 |
$538,000 |
0 |
|
HBW Advisory Services LLC |
191 |
- |
2024-03-31 |
9,268 |
$409,000 |
0 |
|
Main Street Financial Solutions LLC |
378 |
- |
2024-03-31 |
7,655 |
$360,000 |
0 |
|
Cypress Wealth Services LLC |
216 |
- |
2024-03-31 |
5,505 |
$259,000 |
0 |
|
Atria Wealth Solutions Inc. |
1617 |
- |
2023-12-31 |
5,583 |
$246,000 |
0 |
|
Clear Point Advisors Inc. |
131 |
- |
2024-03-31 |
2,665 |
$125,000 |
0 |
|
Turtle Creek Wealth Advisors LLC |
163 |
- |
2024-03-31 |
1,526 |
$72,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2380 |
- |
2023-12-31 |
700 |
$31,000 |
0 |
|
Aptus Capital Advisors LLC |
851 |
- |
2023-12-31 |
48 |
$2,000 |
0 |
|
|
17 Records found
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1
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