|
Institutional
Holders
Total
Institutions:
|
16 2 |
|
Total
shares held :
|
1,673,993 |
|
% of shares
held :
|
18.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
309,412 |
|
% of shares
held change :
|
3.44% |
|
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 |
Bridgeworth LLC |
|
- |
2023-12-31 |
905,930 |
$29,145,000 |
-9,904 |
|
Legend Financial Advisors Inc. |
7 |
- |
2024-03-31 |
251,963 |
$8,501,000 |
3,690 |
|
Spire Wealth Management |
154 |
- |
2024-03-31 |
156,231 |
$5,271,000 |
-3,949 |
|
Capital Investment Advisory Services LLC |
69 |
- |
2024-03-31 |
95,030 |
$3,206,000 |
-51,809 |
|
Koshinski Asset Management Inc. |
122 |
- |
2024-03-31 |
52,726 |
$1,779,000 |
-29,322 |
|
Arcus Capital Partners LLC |
32 |
- |
2024-03-31 |
45,660 |
$1,541,000 |
-270 |
|
Onyx Bridge Wealth Group LLC |
123 |
- |
2024-03-31 |
19,145 |
$629,000 |
0 |
|
JANE STREET GROUP LLC |
3886 |
*New |
2023-12-31 |
16,105 |
$518,000 |
16,105 |
|
DAVID R. RAHN & ASSOCIATES INC. |
53 |
- |
2024-03-31 |
13,743 |
$464,000 |
1,267 |
|
Dynamic Advisors Solutions LLC |
755 |
- |
2024-03-31 |
9,030 |
$305,000 |
-317 |
|
CITADEL ADVISORS LLC |
4086 |
- |
2023-12-31 |
9,298 |
$299,000 |
9,298 |
|
Bond & Devick Financial Network Inc. |
131 |
*New |
2024-03-31 |
7,172 |
$242,000 |
7,172 |
|
ENVESTNET ASSET MANAGEMENT INC |
3779 |
- |
2023-12-31 |
6,527 |
$210,000 |
-2,891 |
|
WFA of San Diego LLC |
154 |
- |
2023-09-30 |
1,996 |
$60,000 |
30 |
|
Advisor Group Holdings Inc. |
4938 |
- |
2024-03-31 |
1,000 |
$34,000 |
-5,270 |
|
UBS Group AG |
6255 |
- |
2023-12-31 |
225 |
$7,000 |
199 |
|
PROEQUITIES INC. |
2758 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
GTS SECURITIES LLC |
1735 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,207 |
|
WELLS FARGO & CO/MN |
6936 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,400 |
|
|
19 Records found
|
1
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