| |
Institutional
Holders
Total
Institutions:
 |
136  7 |
|
|
Total
shares held :
|
7,844,454 |
|
|
% of shares
held :
|
8.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
1,823,776 |
|
|
% of shares
held change :
|
2.03% |
|
| 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 |
  Simplicity WealthLLC |
412 |
*New |
2024-03-31 |
31,500 |
$1,518,000 |
31,500 |
|
| Stewardship Advisors LLC |
48 |
*New |
2024-03-31 |
17,393 |
$838,000 |
17,393 |
|
| LINCOLN NATIONAL CORP |
601 |
*New |
2024-03-31 |
15,755 |
$759,000 |
15,755 |
|
| WealthCare Investment Partners LLC |
96 |
*New |
2024-03-31 |
7,807 |
$376,000 |
7,807 |
|
| Clear Creek Financial Management LLC |
324 |
*New |
2024-03-31 |
6,310 |
$304,000 |
6,310 |
|
| Xcel Wealth Management LLC |
101 |
*New |
2024-03-31 |
6,000 |
$289,000 |
6,000 |
|
| Integrated Wealth Concepts LLC |
1283 |
*New |
2023-12-31 |
5,893 |
$281,000 |
5,893 |
|
| TWO SIGMA SECURITIES LLC |
838 |
*New |
2023-12-31 |
4,474 |
$213,000 |
4,474 |
|
| Virtue Capital Management LLC |
315 |
*New |
2023-12-31 |
4,355 |
$207,000 |
4,355 |
|
| Beaird Harris Wealth Management LLC |
393 |
*New |
2023-12-31 |
100 |
$5,000 |
100 |
|
| FMR LLC |
4914 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
11 Records found
|
1
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