| |
Institutional
Holders
Total
Institutions:
 |
185  9 |
|
|
Total
shares held :
|
23,260,490 |
|
|
% of shares
held :
|
25.84% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
1,398,278 |
|
|
% of shares
held change :
|
1.55% |
|
| 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 |
  Southland Equity Partners LLC |
31 |
- |
2024-03-31 |
71,586 |
$2,533,000 |
0 |
|
| Clay Northam Wealth Management LLC |
16 |
- |
2024-03-31 |
37,610 |
$1,331,000 |
0 |
|
| BCGM Wealth Management LLC |
51 |
- |
2023-12-31 |
35,531 |
$1,186,000 |
0 |
|
| Apollon Wealth Management LLC |
543 |
- |
2024-03-31 |
21,700 |
$768,000 |
0 |
|
| Castle Rock Wealth Management LLC |
121 |
- |
2023-12-31 |
21,842 |
$720,000 |
0 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
382 |
- |
2023-12-31 |
20,547 |
$686,000 |
0 |
|
| Cardinal Point Capital Management ULC |
38 |
- |
2024-03-31 |
18,570 |
$657,000 |
0 |
|
| Worth Financial Advisory Group LLC |
65 |
- |
2024-03-31 |
17,045 |
$603,000 |
0 |
|
| Spire Wealth Management |
482 |
- |
2024-03-31 |
16,824 |
$595,000 |
0 |
|
| Visionary Wealth Advisors |
294 |
- |
2023-12-31 |
16,899 |
$564,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
1865 |
- |
2023-12-31 |
16,875 |
$563,000 |
0 |
|
| Mutual Advisors LLC |
683 |
- |
2024-03-31 |
14,262 |
$505,000 |
0 |
|
| Elmwood Wealth Management Inc. |
78 |
- |
2023-12-31 |
12,300 |
$410,000 |
0 |
|
| Archer Investment Corp |
172 |
- |
2023-12-31 |
10,000 |
$334,000 |
0 |
|
| Retirement Income Solutions Inc |
102 |
- |
2024-03-31 |
9,432 |
$334,000 |
0 |
|
| Columbus Macro LLC |
148 |
- |
2024-03-31 |
9,431 |
$334,000 |
0 |
|
| Oakmont Partners LLC |
596 |
- |
2024-03-31 |
7,960 |
$282,000 |
0 |
|
| Compass Advisory Group LLC |
67 |
- |
2024-03-31 |
7,940 |
$281,000 |
0 |
|
| Nikulski Financial Inc. |
113 |
- |
2024-03-31 |
7,540 |
$267,000 |
0 |
|
| Bedel Financial Consulting Inc. |
203 |
- |
2023-12-31 |
7,816 |
$261,000 |
0 |
|
| Cypress Wealth Services LLC |
229 |
- |
2024-03-31 |
6,663 |
$236,000 |
0 |
|
| PFG Advisors |
553 |
- |
2023-12-31 |
6,989 |
$233,000 |
0 |
|
| Lion Street Advisors LLC |
221 |
- |
2024-03-31 |
6,679 |
$223,000 |
0 |
|
| Truadvice LLC |
225 |
- |
2023-09-30 |
6,400 |
$202,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
465 |
- |
2024-03-31 |
4,650 |
$165,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
141 |
- |
2023-09-30 |
4,332 |
$135,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2763 |
- |
2023-12-31 |
4,050 |
$135,000 |
0 |
|
| Integrity Financial Corp /WA |
122 |
- |
2024-03-31 |
3,801 |
$134,000 |
0 |
|
| CENTAURUS FINANCIAL INC. |
691 |
- |
2023-12-31 |
4,000 |
$133,000 |
0 |
|
| Wagner Wealth Management LLC |
151 |
- |
2024-03-31 |
2,000 |
$71,000 |
0 |
|
| Sunbelt Securities Inc. |
825 |
- |
2024-03-31 |
1,632 |
$58,000 |
0 |
|
| AllSquare Wealth Management LLC |
355 |
- |
2023-12-31 |
350 |
$12,000 |
0 |
|
| TSFG LLC |
697 |
- |
2024-03-31 |
19 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
9092 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
34 Records found
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1
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