| |
Institutional
Holders
Total
Institutions:
 |
124  2 |
|
|
Total
shares held :
|
17,695,335 |
|
|
% of shares
held :
|
77.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
|
Amount
of shares held :
|
-1,159,189 |
|
|
% of shares
held change :
|
-5.1% |
|
| 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 |
  Morton Capital Management LLC/CA |
1 |
- |
2024-03-31 |
4,529,103 |
$97,285,000 |
91,986 |
|
| FINANCIAL NETWORK |
269 |
- |
2023-12-31 |
685,992 |
$13,692,000 |
31,612 |
|
| Starfox Financial Services LLC |
|
- |
2024-03-31 |
412,130 |
$9,504,000 |
8,401 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
545 |
- |
2024-03-31 |
351,807 |
$7,557,000 |
54,610 |
|
| IHT Wealth Management LLC |
95 |
- |
2023-12-31 |
253,840 |
$5,067,000 |
18,992 |
|
| SILVER OAK SECURITIES Inc |
35 |
- |
2023-12-31 |
247,944 |
$4,949,000 |
122,003 |
|
| Barber Financial Group Inc. |
20 |
- |
2023-03-31 |
239,972 |
$4,583,000 |
5,837 |
|
| RAYMOND JAMES & ASSOCIATES |
1653 |
- |
2024-03-31 |
210,700 |
$4,526,000 |
19,500 |
|
| Solstein Capital LLC |
6 |
- |
2024-03-31 |
190,706 |
$4,096,000 |
26,553 |
|
| Capital Wealth Alliance LLC |
|
- |
2023-12-31 |
147,516 |
$2,944,000 |
361 |
|
| Smart Money Group LLC |
|
- |
2024-03-31 |
121,581 |
$2,692,000 |
16,170 |
|
| PROVISE MANAGEMENT GROUP LLC |
110 |
- |
2023-12-31 |
128,639 |
$2,568,000 |
2,306 |
|
| EP WEALTH ADVISORS, INC. |
333 |
- |
2023-12-31 |
62,300 |
$1,244,000 |
42,000 |
|
| ICA Group Wealth Management LLC |
73 |
- |
2023-12-31 |
61,992 |
$1,237,000 |
14,602 |
|
| Tower Wealth Partners Inc. |
20 |
- |
2024-03-31 |
54,474 |
$1,170,000 |
965 |
|
| WESPAC ADVISORS, LLC |
49 |
- |
2024-03-31 |
52,749 |
$1,133,000 |
12 |
|
| MATHER GROUP, INC. |
218 |
- |
2024-03-31 |
50,473 |
$1,007,000 |
491 |
|
| Sigma Planning Corp |
|
- |
2024-03-31 |
46,049 |
$989,000 |
28,418 |
|
| Walkner Condon Financial Advisors LLC |
100 |
- |
2024-03-31 |
43,286 |
$928,000 |
10 |
|
| STIFEL FINANCIAL CORP |
2378 |
- |
2023-12-31 |
34,435 |
$687,000 |
238 |
|
| LYELL WEALTH MANAGEMENT LP |
|
- |
2024-03-31 |
31,715 |
$681,000 |
2,820 |
|
| MORGAN STANLEY |
5031 |
- |
2023-12-31 |
31,257 |
$624,000 |
1,478 |
|
| Private Portfolio Partners LLC |
130 |
- |
2023-12-31 |
28,990 |
$579,000 |
2,026 |
|
| Sloy Dahl & Holst LLC |
48 |
- |
2024-03-31 |
23,590 |
$507,000 |
500 |
|
| Brookstone Capital Management |
686 |
- |
2024-03-31 |
17,409 |
$374,000 |
1,788 |
|
| WMS PARTNERS, LLC |
192 |
- |
2023-12-31 |
17,316 |
$346,000 |
2,671 |
|
| Strategic Financial Concepts LLC |
223 |
- |
2024-03-31 |
14,405 |
$309,000 |
14,405 |
|
| Whitaker-Myers Wealth Managers LTD. |
83 |
- |
2024-03-31 |
11,409 |
$245,000 |
260 |
|
| HARBOUR INVESTMENTS INC. |
958 |
- |
2023-12-31 |
7,828 |
$156,000 |
6,595 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
195 |
$4,000 |
195 |
|
| BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
88 |
$2,000 |
88 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3064 |
- |
2023-12-31 |
29 |
$1,000 |
29 |
|
|
32 Records found
|
1
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