|
Institutional
Holders
Total
Institutions:
|
66 14 |
|
Total
shares held :
|
5,963,433 |
|
% of shares
held :
|
66.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
834,118 |
|
% of shares
held change :
|
9.27% |
|
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 |
WIN ADVISORS INC |
25 |
*New |
2024-03-31 |
38,355 |
$2,021,000 |
38,355 |
|
Professional Financial Advisors LLC |
51 |
*New |
2024-03-31 |
22,115 |
$1,165,000 |
22,115 |
|
Kestra Advisory Services LLC |
1518 |
*New |
2023-12-31 |
10,947 |
$500,000 |
10,947 |
|
SYNOVUS FINANCIAL CORP |
659 |
*New |
2023-12-31 |
8,695 |
$398,000 |
8,695 |
|
Patten Group Inc. |
196 |
*New |
2024-03-31 |
7,127 |
$375,000 |
7,127 |
|
17 CAPITAL PARTNERS LLC |
109 |
*New |
2024-03-31 |
4,927 |
$260,000 |
4,927 |
|
Fifth Third Securities Inc. |
229 |
*New |
2024-03-31 |
4,929 |
$260,000 |
4,929 |
|
CREATIVE PLANNING |
2410 |
*New |
2023-12-31 |
4,444 |
$203,000 |
4,444 |
|
KC Investment Advisors LLC |
146 |
*New |
2024-03-31 |
3,834 |
$202,000 |
3,834 |
|
WOODMONT INVESTMENT COUNSEL LLC |
274 |
*New |
2024-03-31 |
1,686 |
$89,000 |
1,686 |
|
Sunbelt Securities Inc. |
755 |
*New |
2024-03-31 |
1,514 |
$80,000 |
1,514 |
|
Goodman Advisory Group LLC |
123 |
*New |
2023-12-31 |
201 |
$9,000 |
201 |
|
PNC FINANCIAL SERVICES GROUP INC |
3908 |
*New |
2024-03-31 |
70 |
$4,000 |
70 |
|
CWM LLC |
4056 |
*New |
2024-03-31 |
16 |
$1,000 |
16 |
|
Qube Research & Technologies Ltd |
3782 |
*New |
2023-12-31 |
6 |
$0 |
6 |
|
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15 Records found
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1
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