|
Institutional
Holders
Total
Institutions:
|
66 4 |
|
Total
shares held :
|
4,143,008 |
|
% of shares
held :
|
79.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
-21,910 |
|
% of shares
held change :
|
-0.42% |
|
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 |
SUMMIT INVESTMENT ADVISORS INC |
10 |
- |
2023-12-31 |
270,240 |
$30,924,000 |
6,019 |
|
Scarborough Advisors LLC |
5 |
- |
2024-03-31 |
112,966 |
$14,028,000 |
207 |
|
H D Vest Advisory Services |
164 |
- |
2024-03-31 |
85,776 |
$10,651,000 |
23,546 |
|
Provident Wealth Management LLC |
18 |
- |
2024-03-31 |
30,953 |
$3,844,000 |
93 |
|
Equitable Holdings Inc. |
268 |
- |
2023-12-31 |
32,904 |
$3,765,000 |
402 |
|
Dynamic Advisors Solutions LLC |
242 |
- |
2024-03-31 |
23,903 |
$2,968,000 |
2,762 |
|
BANK OF AMERICA CORP /DE/ |
3334 |
- |
2023-12-31 |
22,840 |
$2,614,000 |
1,202 |
|
Stratos Wealth Advisors LLC |
159 |
- |
2024-03-31 |
20,416 |
$2,535,000 |
12 |
|
Stratos Wealth Partners LTD. |
450 |
- |
2024-03-31 |
14,867 |
$1,846,000 |
746 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1935 |
- |
2024-03-31 |
13,820 |
$1,716,000 |
756 |
|
HF Advisory Group LLC |
46 |
- |
2024-03-31 |
11,552 |
$1,434,000 |
1,632 |
|
LINCOLN NATIONAL CORP |
489 |
- |
2024-03-31 |
8,802 |
$1,093,000 |
1,265 |
|
MML INVESTORS SERVICES LLC |
1304 |
- |
2023-12-31 |
9,449 |
$1,081,000 |
40 |
|
SOA Wealth Advisors LLC. |
68 |
- |
2024-03-31 |
8,168 |
$1,014,000 |
481 |
|
Ameritas Advisory Services LLC |
318 |
- |
2023-12-31 |
7,554 |
$866,000 |
666 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
230 |
- |
2024-03-31 |
5,130 |
$637,000 |
2,946 |
|
Avant Capital LLC |
30 |
- |
2023-09-30 |
5,982 |
$627,000 |
755 |
|
WFA Asset Management Corp |
34 |
- |
2024-03-31 |
4,119 |
$511,000 |
222 |
|
CITADEL ADVISORS LLC |
3695 |
- |
2023-12-31 |
3,966 |
$454,000 |
3,966 |
|
Atria Wealth Solutions Inc. |
1275 |
- |
2023-12-31 |
3,781 |
$433,000 |
267 |
|
Arete Wealth Advisors LLC |
450 |
- |
2023-12-31 |
3,644 |
$417,000 |
3,644 |
|
RIA Advisory Group LLC |
88 |
- |
2024-03-31 |
2,675 |
$332,000 |
2,675 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1024 |
- |
2023-12-31 |
2,766 |
$317,000 |
133 |
|
TOWER RESEARCH CAPITAL LLC |
2323 |
- |
2023-12-31 |
1,292 |
$148,000 |
1,232 |
|
Glass Jacobson Investment Advisors llc |
287 |
- |
2024-03-31 |
728 |
$90,000 |
196 |
|
US BANCORP |
2653 |
- |
2024-03-31 |
415 |
$52,000 |
15 |
|
FMR LLC |
4273 |
- |
2023-12-31 |
45 |
$5,000 |
33 |
|
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27 Records found
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1
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