| |
Institutional
Holders
Total
Institutions:
 |
28  3 |
|
|
Total
shares held :
|
1,631,017 |
|
|
% of shares
held :
|
85.39% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
|
Amount
of shares held :
|
330,323 |
|
|
% of shares
held change :
|
17.29% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Crestone Asset Management LLC |
7 |
*New |
2024-03-31 |
589,676 |
$28,829,000 |
589,676 |
|
| ATWOOD & PALMER INC |
37 |
- |
2024-03-31 |
321,027 |
$15,695,000 |
17,445 |
|
| RWM Asset Management LLC |
20 |
- |
2024-03-31 |
198,211 |
$9,691,000 |
22,658 |
|
| Pallas Capital Advisors LLC |
38 |
- |
2024-03-31 |
191,823 |
$9,378,000 |
159,656 |
|
| Adams Wealth Management |
9 |
- |
2023-12-31 |
185,683 |
$8,903,000 |
70,920 |
|
| EPIQ PARTNERS LLC |
5 |
- |
2024-03-31 |
127,078 |
$6,213,000 |
-16,800 |
|
| Kestra Advisory Services LLC |
432 |
- |
2023-12-31 |
109,525 |
$5,252,000 |
14,106 |
|
| Financial Enhancement Group LLC |
48 |
- |
2024-03-31 |
96,439 |
$4,714,000 |
-124,524 |
|
| LPL FINANCIAL CORP |
1841 |
- |
2023-12-31 |
81,511 |
$3,908,000 |
74,272 |
|
| Black Swift Group LLC |
|
- |
2023-12-31 |
69,850 |
$3,349,000 |
-3,550 |
|
| Inspire Advisors LLC |
15 |
- |
2023-12-31 |
63,136 |
$3,027,000 |
-26,259 |
|
| JANE STREET GROUP LLC |
2025 |
- |
2023-12-31 |
60,525 |
$2,902,000 |
47,468 |
|
| waypoint wealth counsel |
12 |
- |
2024-03-31 |
50,585 |
$2,473,000 |
2,758 |
|
| KCS Wealth Advisory |
36 |
- |
2023-09-30 |
40,050 |
$1,902,000 |
15,930 |
|
| Sage Mountain Advisors LLC |
67 |
- |
2024-03-31 |
32,798 |
$1,604,000 |
917 |
|
| Lakeview Capital Partners LLC |
124 |
- |
2023-12-31 |
22,280 |
$1,068,000 |
413 |
|
| Advisor Group Holdings Inc. |
2581 |
*New |
2023-12-31 |
19,421 |
$931,000 |
19,421 |
|
| Beverly Hills Private Wealth LLC |
121 |
*New |
2023-12-31 |
14,308 |
$686,000 |
14,308 |
|
| Goss Wealth Management LLC |
1123 |
- |
2023-12-31 |
14,124 |
$677,000 |
-4,995 |
|
| WEALTHSOURCE PARTNERS LLC |
256 |
*New |
2023-12-31 |
13,954 |
$669,000 |
13,954 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1426 |
- |
2024-03-31 |
13,441 |
$657,000 |
1,953 |
|
| Kathmere Capital Management LLC |
155 |
*New |
2024-03-31 |
10,881 |
$532,000 |
10,881 |
|
| Ameritas Advisory Services LLC |
490 |
- |
2023-12-31 |
7,957 |
$385,000 |
-6,700 |
|
| BTS ASSET MANAGEMENT, INC. |
17 |
- |
2024-03-31 |
7,391 |
$361,000 |
581 |
|
| Capital CS Group LLC |
61 |
*New |
2024-03-31 |
5,399 |
$264,000 |
5,399 |
|
| BANK OF NEW YORK MELLON CORP |
3721 |
*New |
2024-03-31 |
5,216 |
$255,000 |
5,216 |
|
| Capital Asset Advisory Services LLC |
278 |
*New |
2024-03-31 |
5,040 |
$246,000 |
5,040 |
|
| HALL CAPITAL MANAGEMENT CO INC |
91 |
- |
2023-12-31 |
4,389 |
$210,000 |
-59,695 |
|
| Venturi Wealth Management LLC |
405 |
*New |
2024-03-31 |
2,233 |
$109,000 |
2,233 |
|
| Glassman Wealth Services |
494 |
- |
2023-12-31 |
833 |
$40,000 |
-953 |
|
| HARBOUR INVESTMENTS INC. |
1579 |
*New |
2023-12-31 |
762 |
$37,000 |
762 |
|
| HORIZON INVESTMENTS, LLC/SC |
634 |
- |
2023-12-31 |
213 |
$10,000 |
106 |
|
| ROYAL BANK OF CANADA |
5801 |
*New |
2023-12-31 |
192 |
$9,000 |
192 |
|
| Whalen Wealth Management Inc. |
122 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,031 |
|
| MORGAN STANLEY |
7120 |
- |
2023-12-31 |
1 |
$0 |
-27 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2639 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,300 |
|
| Wright Fund Managment LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-26,400 |
|
| UBS Group AG |
8159 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,609 |
|
| PROEQUITIES INC. |
8365 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
39 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
|
|
|
