|
Institutional
Holders
Total
Institutions:
|
63 2 |
|
Total
shares held :
|
7,839,406 |
|
% of shares
held :
|
8.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
-718,238 |
|
% of shares
held change :
|
-0.8% |
|
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 |
First Command Financial Services Inc. |
23 |
*New |
2023-06-30 |
134,269 |
$4,865,000 |
134,269 |
|
First Command Bank |
23 |
*New |
2023-06-30 |
134,269 |
$4,865,000 |
134,269 |
|
Arete Wealth Advisors LLC |
489 |
*New |
2023-12-31 |
9,379 |
$364,000 |
9,379 |
|
PAX Financial Group LLC |
195 |
*New |
2023-12-31 |
8,066 |
$291,000 |
8,066 |
|
ARQ WEALTH ADVISORS LLC |
57 |
*New |
2023-12-31 |
6,489 |
$252,000 |
6,489 |
|
Cetera Investment Advisers |
1916 |
*New |
2023-12-31 |
6,161 |
$239,000 |
6,161 |
|
CITADEL ADVISORS LLC |
4352 |
*New |
2023-12-31 |
5,603 |
$217,000 |
5,603 |
|
Tanglewood Legacy Advisors LLC |
178 |
*New |
2024-03-31 |
1,000 |
$38,000 |
1,000 |
|
EdgeRock Capital LLC |
136 |
*New |
2023-12-31 |
966 |
$35,000 |
966 |
|
Concord Wealth Partners |
406 |
*New |
2024-03-31 |
915 |
$35,000 |
915 |
|
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10 Records found
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1
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Page 1 of 1 |
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