|
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 |
LPL FINANCIAL CORP |
786 |
- |
2024-03-31 |
583,969 |
$28,550,000 |
502,458 |
|
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 |
|
Kestra Advisory Services LLC |
432 |
- |
2023-12-31 |
109,525 |
$5,252,000 |
14,106 |
|
Advisor Group Holdings Inc. |
1098 |
- |
2024-03-31 |
92,395 |
$4,517,000 |
72,974 |
|
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 |
|
JANNEY MONTGOMERY SCOTT LLC |
1057 |
- |
2024-03-31 |
49,361 |
$2,413,000 |
49,361 |
|
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 |
|
Beverly Hills Private Wealth LLC |
83 |
- |
2024-03-31 |
28,015 |
$1,370,000 |
13,707 |
|
Lakeview Capital Partners LLC |
122 |
- |
2024-03-31 |
24,825 |
$1,214,000 |
2,545 |
|
Wright Fund Managment LLC |
55 |
- |
2024-03-31 |
14,726 |
$720,000 |
14,726 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1426 |
- |
2024-03-31 |
13,441 |
$657,000 |
1,953 |
|
BTS ASSET MANAGEMENT, INC. |
17 |
- |
2024-03-31 |
7,391 |
$361,000 |
581 |
|
HORIZON INVESTMENTS, LLC/SC |
634 |
- |
2023-12-31 |
213 |
$10,000 |
106 |
|
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18 Records found
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1
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