|
Institutional
Holders
Total
Institutions:
|
80 0 |
|
Total
shares held :
|
4,927,522 |
|
% of shares
held :
|
5.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-649,640 |
|
% of shares
held change :
|
-0.72% |
|
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 |
Cypress Wealth Services LLC |
59 |
- |
2024-03-31 |
57,253 |
$1,615,000 |
0 |
|
WorthPointe LLC |
18 |
- |
2023-12-31 |
56,800 |
$1,541,000 |
0 |
|
Diligent Investors LLC |
92 |
- |
2024-03-31 |
44,780 |
$1,263,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
135 |
- |
2022-12-31 |
33,448 |
$797,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1343 |
- |
2024-03-31 |
27,398 |
$773,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1557 |
- |
2023-12-31 |
23,580 |
$640,000 |
0 |
|
Pillar Wealth Advisors LLC |
47 |
- |
2024-03-31 |
18,085 |
$510,000 |
0 |
|
NorthCrest Asset Manangement LLC |
421 |
- |
2024-03-31 |
12,984 |
$366,000 |
0 |
|
SIGNATUREFD, LLC |
628 |
- |
2024-03-31 |
12,533 |
$354,000 |
0 |
|
PERSONAL CFO SOLUTIONS LLC |
329 |
- |
2023-12-31 |
12,932 |
$351,000 |
0 |
|
GILL CAPITAL PARTNERS LLC |
87 |
- |
2024-03-31 |
10,735 |
$294,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2472 |
- |
2023-12-31 |
9,200 |
$251,000 |
0 |
|
BAILARD BIEHL & KAISER INC |
637 |
- |
2024-03-31 |
8,525 |
$240,000 |
0 |
|
Chicago Partners Investment Group LLC |
635 |
- |
2024-03-31 |
8,671 |
$239,000 |
0 |
|
Fragasso Group Inc. |
244 |
- |
2024-03-31 |
8,067 |
$228,000 |
0 |
|
FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
164 |
- |
2023-12-31 |
7,908 |
$214,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
957 |
- |
2023-12-31 |
5,772 |
$157,000 |
0 |
|
Global Trust Asset Management LLC |
190 |
- |
2024-03-31 |
5,000 |
$141,000 |
0 |
|
PROEQUITIES INC. |
871 |
- |
2024-03-31 |
4,000 |
$113,000 |
0 |
|
CWM LLC |
1791 |
- |
2024-03-31 |
3,965 |
$112,000 |
0 |
|
AlphaCore Capital LLC |
249 |
- |
2023-12-31 |
3,600 |
$98,000 |
0 |
|
Capital Investment Advisory Services LLC |
625 |
- |
2024-03-31 |
2,275 |
$64,000 |
0 |
|
AdvisorNet Financial Inc |
839 |
- |
2024-03-31 |
1,556 |
$44,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
661 |
- |
2024-03-31 |
1,110 |
$31,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
941 |
- |
2024-03-31 |
770 |
$22,000 |
0 |
|
Archer Investment Corp |
999 |
- |
2024-03-31 |
9 |
$0 |
0 |
|
|
26 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|