|
Institutional
Holders
Total
Institutions:
|
28 0 |
|
Total
shares held :
|
1,743,063 |
|
% of shares
held :
|
1.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-395,085 |
|
% of shares
held change :
|
-0.44% |
|
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 |
RETIREMENT PLANNING GROUP |
15 |
- |
2024-03-31 |
731,168 |
$16,400,000 |
20,023 |
|
RAYMOND JAMES & ASSOCIATES |
1251 |
- |
2024-03-31 |
381,484 |
$8,557,000 |
23,424 |
|
Atomi Financial Group Inc. |
23 |
- |
2024-03-31 |
360,526 |
$8,087,000 |
301,926 |
|
Advisor Group Holdings Inc. |
958 |
- |
2024-03-31 |
249,326 |
$5,592,000 |
241,514 |
|
LPL FINANCIAL CORP |
1840 |
- |
2024-03-31 |
205,355 |
$4,606,000 |
181,926 |
|
Advisory Resource Group |
38 |
- |
2023-12-31 |
133,038 |
$2,983,000 |
828 |
|
PFG Advisors |
125 |
- |
2024-03-31 |
125,817 |
$2,822,000 |
3,648 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1807 |
- |
2024-03-31 |
84,544 |
$1,896,000 |
53,647 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1555 |
- |
2024-03-31 |
57,406 |
$1,288,000 |
7,419 |
|
Sawtooth Asset Management Inc. |
477 |
- |
2023-12-31 |
39,420 |
$884,000 |
489 |
|
NATIONAL ASSET MANAGEMENT, INC. |
756 |
- |
2023-12-31 |
24,669 |
$553,000 |
4,680 |
|
Goss Wealth Management LLC |
2132 |
- |
2023-12-31 |
2,773 |
$62,000 |
2,277 |
|
|
12 Records found
|
1
|
Page 1 of 1 |
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