|
Institutional
Holders
Total
Institutions:
|
140 19 |
|
Total
shares held :
|
31,102,191 |
|
% of shares
held :
|
34.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
Amount
of shares held :
|
8,543,423 |
|
% of shares
held change :
|
9.49% |
|
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 |
Empowered Funds LLC |
99 |
*New |
2024-03-31 |
356,934 |
$11,404,000 |
356,934 |
|
WealthPlan Investment Management LLC |
54 |
*New |
2023-12-31 |
152,463 |
$4,763,000 |
152,463 |
|
Simplicity WealthLLC |
271 |
*New |
2024-03-31 |
90,928 |
$2,905,000 |
90,928 |
|
Trilogy Capital Inc. |
130 |
*New |
2024-03-31 |
69,050 |
$2,206,000 |
69,050 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
164 |
*New |
2024-03-31 |
50,580 |
$1,616,000 |
50,580 |
|
AVAII WEALTH MANAGEMENT LLC |
23 |
*New |
2024-03-31 |
38,655 |
$1,235,000 |
38,655 |
|
Insight Advisors LLC/ PA |
86 |
*New |
2024-03-31 |
31,365 |
$1,002,000 |
31,365 |
|
J Arnold Wealth Management Co |
20 |
*New |
2023-12-31 |
22,255 |
$695,000 |
22,255 |
|
D E SHAW & CO INC |
2301 |
*New |
2023-12-31 |
12,765 |
$399,000 |
12,765 |
|
Wunderlich Capital Managemnt |
78 |
*New |
2023-12-31 |
11,424 |
$357,000 |
11,424 |
|
PRIVATE CLIENT SERVICES LLC |
96 |
*New |
2024-03-31 |
9,417 |
$301,000 |
9,417 |
|
Lakeview Capital Partners LLC |
344 |
*New |
2024-03-31 |
8,919 |
$285,000 |
8,919 |
|
Compass Advisory Group LLC |
70 |
*New |
2024-03-31 |
7,650 |
$244,000 |
7,650 |
|
Sigma Planning Corp |
1123 |
*New |
2024-03-31 |
6,300 |
$201,000 |
6,300 |
|
PNC FINANCIAL SERVICES GROUP INC |
2811 |
*New |
2024-03-31 |
2,166 |
$69,000 |
2,166 |
|
Global Retirement Partners LLC |
1474 |
*New |
2024-03-31 |
1,294 |
$41,000 |
1,294 |
|
ICA Group Wealth Management LLC |
581 |
*New |
2023-12-31 |
1,197 |
$37,000 |
1,197 |
|
JONES FINANCIAL COMPANIES LLLP |
532 |
*New |
2023-12-31 |
1,058 |
$33,000 |
1,058 |
|
Salomon & Ludwin LLC |
528 |
*New |
2024-03-31 |
379 |
$12,000 |
379 |
|
Anchor Investment Management LLC |
719 |
*New |
2023-12-31 |
400 |
$12,000 |
400 |
|
US BANCORP |
3287 |
*New |
2024-03-31 |
300 |
$10,000 |
300 |
|
TSFG LLC |
593 |
*New |
2024-03-31 |
125 |
$4,000 |
125 |
|
Parallel Advisors LLC |
2896 |
*New |
2024-03-31 |
31 |
$1,000 |
31 |
|
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23 Records found
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1
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