| |
Institutional
Holders
Total
Institutions:
 |
157  7 |
|
|
Total
shares held :
|
13,532,624 |
|
|
% of shares
held :
|
14.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
1,525,980 |
|
|
% of shares
held change :
|
1.66% |
|
| 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 |
  Carnick & Kubik Group LLC |
15 |
*New |
2024-03-31 |
432,186 |
$16,903,000 |
432,186 |
|
| Legacy CG LLC |
5 |
*New |
2024-03-31 |
366,965 |
$14,352,000 |
366,965 |
|
| Pallas Capital Advisors LLC |
122 |
*New |
2024-03-31 |
80,387 |
$3,144,000 |
80,387 |
|
| Outlook Wealth Advisors LLC |
24 |
*New |
2024-03-31 |
77,733 |
$3,040,000 |
77,733 |
|
| YARGER WEALTH STRATEGIES LLC |
26 |
*New |
2024-03-31 |
42,040 |
$1,644,000 |
42,040 |
|
| Jessup Wealth Management Inc |
34 |
*New |
2024-03-31 |
38,218 |
$1,495,000 |
38,218 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
311 |
*New |
2023-12-31 |
34,590 |
$1,288,000 |
34,590 |
|
| OConnor Financial Group LLC |
24 |
*New |
2024-03-31 |
32,300 |
$1,263,000 |
32,300 |
|
| ARS Wealth Advisors Group LLC |
64 |
*New |
2023-12-31 |
27,706 |
$1,032,000 |
27,706 |
|
| Lakeridge Wealth Management LLC |
32 |
*New |
2024-03-31 |
24,878 |
$973,000 |
24,878 |
|
| Parker Financial LLC |
28 |
*New |
2024-03-31 |
19,571 |
$765,000 |
19,571 |
|
| Benchmark Investment Advisors LLC |
151 |
*New |
2023-12-31 |
19,681 |
$733,000 |
19,681 |
|
| Change Path LLC |
352 |
*New |
2023-12-31 |
14,506 |
$540,000 |
14,506 |
|
| MBL Wealth LLC |
125 |
*New |
2024-03-31 |
13,771 |
$539,000 |
13,771 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
255 |
*New |
2024-03-31 |
13,739 |
$537,000 |
13,739 |
|
| U.S. Capital Wealth Advisors LLC |
490 |
*New |
2023-12-31 |
11,017 |
$410,000 |
11,017 |
|
| J.W. COLE ADVISORS INC. |
607 |
*New |
2024-03-31 |
9,815 |
$384,000 |
9,815 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
622 |
*New |
2023-12-31 |
9,871 |
$368,000 |
9,871 |
|
| Beacon Financial Advisory LLC |
156 |
*New |
2024-03-31 |
9,017 |
$353,000 |
9,017 |
|
| Per Stirling Capital Management LLC. |
160 |
*New |
2023-12-31 |
9,311 |
$347,000 |
9,311 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
332 |
*New |
2024-03-31 |
8,880 |
$347,000 |
8,880 |
|
| Berger Financial Group Inc |
272 |
*New |
2024-03-31 |
7,924 |
$310,000 |
7,924 |
|
| Foundations Investment Advisors LLC |
546 |
*New |
2023-12-31 |
7,590 |
$288,000 |
7,590 |
|
| Advance Capital Management Inc. |
115 |
*New |
2024-03-31 |
7,239 |
$283,000 |
7,239 |
|
| Cornerstone Wealth Group LLC |
207 |
*New |
2024-03-31 |
6,413 |
$251,000 |
6,413 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
292 |
*New |
2024-03-31 |
6,189 |
$242,000 |
6,189 |
|
| Arete Wealth Advisors LLC |
621 |
*New |
2023-12-31 |
6,242 |
$232,000 |
6,242 |
|
| Madison Wealth Partners Inc |
112 |
*New |
2024-03-31 |
5,915 |
$231,000 |
5,915 |
|
| Leading Edge Financial Planning LLC |
43 |
*New |
2024-03-31 |
5,716 |
$224,000 |
5,716 |
|
| BAILARD BIEHL & KAISER INC |
648 |
*New |
2023-12-31 |
5,650 |
$210,000 |
5,650 |
|
| Ambassador Advisors LLC |
170 |
*New |
2023-12-31 |
4,750 |
$181,000 |
4,750 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
122 |
*New |
2024-03-31 |
1,866 |
$73,000 |
1,866 |
|
| Castleview Partners LLC |
463 |
*New |
2023-12-31 |
401 |
$15,000 |
401 |
|
| Capital Investment Advisory Services LLC |
913 |
*New |
2024-03-31 |
40 |
$2,000 |
40 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3628 |
*New |
2023-12-31 |
3 |
$0 |
3 |
|
|
35 Records found
|
1
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