| |
Institutional
Holders
Total
Institutions:
 |
150  4 |
|
|
Total
shares held :
|
10,462,099 |
|
|
% of shares
held :
|
11.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-73 |
|
|
Amount
of shares held :
|
-1,595,483 |
|
|
% of shares
held change :
|
-1.77% |
|
| 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 |
  ATTICUS WEALTH MANAGEMENT LLC |
18 |
- |
2024-03-31 |
100,514 |
$3,264,000 |
0 |
|
| Stuart Chaussee & Associates Inc. |
9 |
- |
2024-03-31 |
91,830 |
$2,982,000 |
0 |
|
| Wealth Alliance |
94 |
- |
2024-03-31 |
53,060 |
$1,723,000 |
0 |
|
| Lineweaver Wealth Advisors LLC |
50 |
- |
2024-03-31 |
51,995 |
$1,688,000 |
0 |
|
| Wealthquest Corp |
35 |
- |
2024-03-31 |
50,917 |
$1,653,000 |
0 |
|
| Resources Investment Advisors Inc. |
414 |
- |
2024-03-31 |
43,047 |
$1,398,000 |
0 |
|
| Advisory Alpha LLC |
141 |
- |
2024-03-31 |
36,945 |
$1,200,000 |
0 |
|
| Allegiance Financial Group Advisory Services LLC |
34 |
- |
2024-03-31 |
33,591 |
$1,091,000 |
0 |
|
| Vishria Bird Financial Group LLC |
30 |
- |
2024-03-31 |
30,411 |
$987,000 |
0 |
|
| Sequoia Financial Advisors LLC |
494 |
- |
2024-03-31 |
28,280 |
$918,000 |
0 |
|
| Fragasso Group Inc. |
131 |
- |
2024-03-31 |
25,139 |
$816,000 |
0 |
|
| LAKE STREET FINANCIAL LLC |
167 |
- |
2024-03-31 |
23,923 |
$777,000 |
0 |
|
| Chicago Partners Investment Group LLC |
380 |
- |
2024-03-31 |
21,260 |
$694,000 |
0 |
|
| Lakeridge Wealth Management LLC |
44 |
- |
2024-03-31 |
21,255 |
$690,000 |
0 |
|
| Main Street Financial Solutions LLC |
287 |
- |
2024-03-31 |
17,320 |
$562,000 |
0 |
|
| Smith Anglin Financial LLC |
110 |
- |
2024-03-31 |
15,066 |
$489,000 |
0 |
|
| Spire Wealth Management |
522 |
- |
2024-03-31 |
14,785 |
$480,000 |
0 |
|
| Bedel Financial Consulting Inc. |
139 |
- |
2024-03-31 |
14,508 |
$471,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
14,800 |
$466,000 |
0 |
|
| Orion Capital Management LLC |
71 |
- |
2024-03-31 |
14,200 |
$461,000 |
0 |
|
| SRS Capital Advisors Inc. |
180 |
- |
2023-12-31 |
13,715 |
$432,000 |
0 |
|
| Retirement Income Solutions Inc |
88 |
- |
2024-03-31 |
13,244 |
$430,000 |
0 |
|
| SIGNATUREFD, LLC |
579 |
- |
2024-03-31 |
12,461 |
$405,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
294 |
- |
2024-03-31 |
12,212 |
$397,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
127 |
- |
2023-12-31 |
11,823 |
$372,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
75 |
- |
2023-09-30 |
12,298 |
$363,000 |
0 |
|
| SILVER OAK SECURITIES Inc |
290 |
- |
2024-03-31 |
9,735 |
$316,000 |
0 |
|
| TFO-TDC LLC |
30 |
- |
2023-12-31 |
9,873 |
$311,000 |
0 |
|
| Cedar Brook Financial Partners LLC |
319 |
- |
2024-03-31 |
8,952 |
$291,000 |
0 |
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
153 |
- |
2024-03-31 |
8,700 |
$282,000 |
0 |
|
| PALO ALTO WEALTH ADVISORS LLC |
37 |
- |
2024-03-31 |
8,660 |
$281,000 |
0 |
|
| BCGM Wealth Management LLC |
120 |
- |
2024-03-31 |
8,619 |
$280,000 |
0 |
|
| Valtinson Bruner Financial Planning LLC |
97 |
- |
2024-03-31 |
8,262 |
$268,000 |
0 |
|
| CONTINUUM WEALTH ADVISORS LLC |
42 |
- |
2023-12-31 |
7,994 |
$252,000 |
0 |
|
| Mutual Advisors LLC |
937 |
- |
2024-03-31 |
7,673 |
$249,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
2275 |
- |
2023-12-31 |
7,425 |
$234,000 |
0 |
|
| Snowden Capital Advisors LLC |
1023 |
- |
2023-12-31 |
7,127 |
$224,000 |
0 |
|
| ARS Wealth Advisors Group LLC |
144 |
- |
2023-12-31 |
6,980 |
$220,000 |
0 |
|
| KMG FIDUCIARY PARTNERS LLC |
232 |
- |
2024-03-31 |
6,650 |
$216,000 |
0 |
|
| PCA Investment Advisory Services Inc. |
130 |
- |
2024-03-31 |
6,477 |
$210,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1091 |
- |
2024-03-31 |
4,985 |
$162,000 |
0 |
|
| PROEQUITIES INC. |
771 |
- |
2024-03-31 |
4,750 |
$154,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
322 |
- |
2022-12-31 |
4,548 |
$128,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
238 |
- |
2024-03-31 |
2,700 |
$88,000 |
0 |
|
| COMERICA BANK |
2640 |
- |
2023-12-31 |
2,000 |
$63,000 |
0 |
|
| Wagner Wealth Management LLC |
161 |
- |
2024-03-31 |
1,800 |
$58,000 |
0 |
|
| Capital Investment Advisory Services LLC |
703 |
- |
2024-03-31 |
1,036 |
$34,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1499 |
- |
2024-03-31 |
973 |
$32,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
460 |
- |
2024-03-31 |
500 |
$17,000 |
0 |
|
| J P MORGAN CHASE & CO |
5057 |
- |
2024-03-31 |
260 |
$8,000 |
0 |
|
|
50 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
