| |
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 |
  Apollon Wealth Management LLC |
263 |
- |
2024-03-31 |
56,200 |
$2,198,000 |
0 |
|
| AdvisorNet Financial Inc |
141 |
- |
2024-03-31 |
44,937 |
$1,757,000 |
0 |
|
| Clay Northam Wealth Management LLC |
21 |
- |
2024-03-31 |
25,135 |
$983,000 |
0 |
|
| Valtinson Bruner Financial Planning LLC |
58 |
- |
2024-03-31 |
20,934 |
$819,000 |
0 |
|
| Smith Anglin Financial LLC |
84 |
- |
2024-03-31 |
20,116 |
$787,000 |
0 |
|
| Castle Rock Wealth Management LLC |
117 |
- |
2023-12-31 |
20,325 |
$750,000 |
0 |
|
| Cardinal Point Capital Management ULC |
39 |
- |
2024-03-31 |
15,940 |
$623,000 |
0 |
|
| Cypress Wealth Services LLC |
122 |
- |
2024-03-31 |
15,014 |
$587,000 |
0 |
|
| Main Street Financial Solutions LLC |
290 |
- |
2024-03-31 |
14,100 |
$551,000 |
0 |
|
| Cardinal Point Wealth Management Partners LLC |
50 |
- |
2023-03-31 |
15,940 |
$529,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
67 |
- |
2024-03-31 |
13,348 |
$522,000 |
0 |
|
| Cambridge Advisors Inc. |
116 |
- |
2024-03-31 |
13,073 |
$511,000 |
0 |
|
| Catalina Capital Group LLC |
107 |
- |
2024-03-31 |
12,074 |
$472,000 |
0 |
|
| New Republic Capital LLC |
78 |
- |
2024-03-31 |
11,964 |
$468,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
10,231 |
$381,000 |
0 |
|
| Relaxing Retirement Coach |
58 |
- |
2023-06-30 |
9,924 |
$348,000 |
0 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2248 |
- |
2023-12-31 |
9,087 |
$338,000 |
0 |
|
| Spire Wealth Management |
672 |
- |
2024-03-31 |
7,500 |
$293,000 |
0 |
|
| Truadvice LLC |
174 |
- |
2023-09-30 |
8,159 |
$292,000 |
0 |
|
| MORGAN STANLEY |
5395 |
- |
2023-12-31 |
7,378 |
$275,000 |
0 |
|
| Archer Investment Corp |
192 |
- |
2024-03-31 |
7,000 |
$274,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
94 |
- |
2023-09-30 |
6,868 |
$239,000 |
0 |
|
| Cape Investment Advisory Inc. |
128 |
- |
2023-12-31 |
6,400 |
$238,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1310 |
- |
2023-12-31 |
6,377 |
$237,000 |
0 |
|
| Global Trust Asset Management LLC |
148 |
- |
2024-03-31 |
6,000 |
$235,000 |
0 |
|
| BAILARD BIEHL & KAISER INC |
664 |
- |
2024-03-31 |
5,650 |
$221,000 |
0 |
|
| PFS Partners LLC |
80 |
- |
2024-03-31 |
2,872 |
$112,000 |
0 |
|
| EverSource Wealth Advisors LLC |
642 |
- |
2023-12-31 |
2,628 |
$98,000 |
0 |
|
| Wagner Wealth Management LLC |
141 |
- |
2024-03-31 |
2,000 |
$78,000 |
0 |
|
| TFO-TDC LLC |
50 |
- |
2023-12-31 |
2,070 |
$77,000 |
0 |
|
| Capital Analysts Inc. |
628 |
- |
2023-12-31 |
1,478 |
$55,000 |
0 |
|
| ROYAL BANK OF CANADA |
5381 |
- |
2023-12-31 |
1,083 |
$40,000 |
0 |
|
| JDM Financial Group LLC |
104 |
- |
2024-03-31 |
481 |
$19,000 |
0 |
|
| Castleview Partners LLC |
485 |
- |
2024-03-31 |
401 |
$16,000 |
0 |
|
|
34 Records found
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1
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