|
Institutional
Holders
Total
Institutions:
|
41 4 |
|
Total
shares held :
|
1,767,444 |
|
% of shares
held :
|
19.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
309,382 |
|
% of shares
held change :
|
3.43% |
|
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 |
CWM LLC |
250 |
- |
2024-03-31 |
286,367 |
$13,067,000 |
98,042 |
|
LPL FINANCIAL CORP |
1272 |
- |
2024-03-31 |
239,341 |
$10,921,000 |
165,326 |
|
WealthPlan Investment Management LLC |
20 |
- |
2023-12-31 |
198,734 |
$9,027,000 |
5,310 |
|
Private Advisor Group LLC |
354 |
- |
2024-03-31 |
153,575 |
$7,008,000 |
80,250 |
|
CarsonAllaria Wealth Management Ltd. |
7 |
- |
2024-03-31 |
142,670 |
$6,510,000 |
47,844 |
|
ENVESTNET ASSET MANAGEMENT INC |
1973 |
- |
2023-12-31 |
98,076 |
$4,455,000 |
47,849 |
|
Paulson Wealth Management Inc. |
17 |
- |
2024-03-31 |
84,850 |
$3,872,000 |
1,779 |
|
BCS Wealth Management |
22 |
- |
2024-03-31 |
65,988 |
$3,011,000 |
12,632 |
|
Visionary Wealth Advisors |
164 |
- |
2023-12-31 |
40,139 |
$1,823,000 |
6,941 |
|
J P MORGAN CHASE & CO |
3052 |
- |
2024-03-31 |
38,149 |
$1,741,000 |
26,255 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1432 |
- |
2024-03-31 |
33,512 |
$1,529,000 |
16,345 |
|
GPS Wealth Strategies Group LLC |
79 |
- |
2024-03-31 |
33,360 |
$1,522,000 |
9,770 |
|
Goss Wealth Management LLC |
770 |
- |
2023-12-31 |
31,946 |
$1,447,000 |
13,740 |
|
Arrowroot Family Office LLC |
30 |
- |
2023-12-31 |
30,540 |
$1,387,000 |
147 |
|
H D Vest Advisory Services |
730 |
- |
2024-03-31 |
22,512 |
$1,027,000 |
2,605 |
|
Landmark Wealth Management LLC |
43 |
- |
2024-03-31 |
20,093 |
$917,000 |
298 |
|
PAX Financial Group LLC |
104 |
- |
2023-12-31 |
18,878 |
$857,000 |
14,064 |
|
Summit Investment Advisory Services LLC |
30 |
- |
2024-03-31 |
16,193 |
$739,000 |
2,329 |
|
Emerald Investment Partners LLC |
182 |
- |
2024-03-31 |
12,454 |
$568,000 |
1,332 |
|
Trademark Financial Management LLC |
56 |
- |
2024-03-31 |
9,599 |
$438,000 |
3,277 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
8,505 |
$386,000 |
1,950 |
|
Change Path LLC |
515 |
- |
2023-12-31 |
6,239 |
$283,000 |
6,239 |
|
JANNEY MONTGOMERY SCOTT LLC |
2457 |
- |
2024-03-31 |
5,229 |
$239,000 |
110 |
|
IFP Advisors Inc |
1437 |
- |
2023-12-31 |
1,343 |
$61,000 |
13 |
|
PRINCIPAL SECURITIES INC. |
2306 |
- |
2024-03-31 |
219 |
$10,000 |
6 |
|
ALLIANZ ASSET MANAGEMENT AG |
1587 |
- |
2023-12-31 |
199 |
$9,000 |
13 |
|
GeoWealth Management LLC |
667 |
- |
2023-12-31 |
38 |
$2,000 |
3 |
|
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27 Records found
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1
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