| |
Institutional
Holders
Total
Institutions:
 |
139  15 |
|
|
Total
shares held :
|
19,083,830 |
|
|
% of shares
held :
|
87.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
|
Amount
of shares held :
|
3,677,083 |
|
|
% of shares
held change :
|
16.87% |
|
| 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 |
27 |
- |
2024-03-31 |
57,355 |
$2,039,000 |
0 |
|
| FINANCIAL ARCHITECTS INC |
74 |
- |
2023-06-30 |
57,250 |
$1,941,000 |
0 |
|
| Wealth Alliance |
86 |
- |
2024-03-31 |
50,859 |
$1,808,000 |
0 |
|
| Retirement Income Solutions Inc |
37 |
- |
2024-03-31 |
41,188 |
$1,464,000 |
0 |
|
| Steward Financial Group LLC |
19 |
- |
2023-09-30 |
41,785 |
$1,381,000 |
0 |
|
| Cape Investment Advisory Inc. |
33 |
- |
2023-12-31 |
37,700 |
$1,298,000 |
0 |
|
| Apollon Wealth Management LLC |
401 |
- |
2024-03-31 |
35,700 |
$1,269,000 |
0 |
|
| BCS Wealth Management |
58 |
- |
2024-03-31 |
34,560 |
$1,229,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
49 |
- |
2024-03-31 |
33,292 |
$1,184,000 |
0 |
|
| Diligent Investors LLC |
106 |
- |
2024-03-31 |
30,300 |
$1,077,000 |
0 |
|
| Global Strategic Investment Solutions LLC |
70 |
- |
2024-03-31 |
29,432 |
$1,046,000 |
0 |
|
| Cardinal Point Wealth Management Partners LLC |
27 |
- |
2023-03-31 |
30,880 |
$982,000 |
0 |
|
| Bedel Financial Consulting Inc. |
87 |
- |
2024-03-31 |
23,250 |
$827,000 |
0 |
|
| Spire Wealth Management |
444 |
- |
2024-03-31 |
19,455 |
$692,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
886 |
- |
2023-12-31 |
18,576 |
$640,000 |
0 |
|
| Cardinal Point Capital Management ULC |
41 |
- |
2024-03-31 |
15,460 |
$550,000 |
0 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
397 |
- |
2024-03-31 |
15,133 |
$538,000 |
0 |
|
| CITY HOLDING CO |
192 |
- |
2024-03-31 |
14,300 |
$508,000 |
0 |
|
| H D Vest Advisory Services |
1060 |
- |
2024-03-31 |
13,277 |
$472,000 |
0 |
|
| Valtinson Bruner Financial Planning LLC |
78 |
- |
2024-03-31 |
13,187 |
$469,000 |
0 |
|
| Archer Investment Corp |
164 |
- |
2024-03-31 |
10,666 |
$379,000 |
0 |
|
| Main Street Financial Solutions LLC |
384 |
- |
2024-03-31 |
9,800 |
$348,000 |
0 |
|
| Hartland & Co. LLC |
381 |
- |
2023-12-31 |
9,250 |
$319,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1136 |
- |
2024-03-31 |
8,694 |
$309,000 |
0 |
|
| RETIREMENT PLANNING GROUP |
173 |
- |
2024-03-31 |
8,505 |
$302,000 |
0 |
|
| CENTRAL VALLEY ADVISORS LLC |
113 |
- |
2024-03-31 |
8,243 |
$293,000 |
0 |
|
| WorthPointe LLC |
56 |
- |
2023-12-31 |
8,449 |
$291,000 |
0 |
|
| KMG FIDUCIARY PARTNERS LLC |
207 |
- |
2024-03-31 |
7,968 |
$283,000 |
0 |
|
| BAILARD BIEHL & KAISER INC |
581 |
- |
2024-03-31 |
7,720 |
$274,000 |
0 |
|
| MITCHELL CAPITAL MANAGEMENT CO |
115 |
- |
2024-03-31 |
6,746 |
$240,000 |
0 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
416 |
- |
2024-03-31 |
6,300 |
$223,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1110 |
- |
2024-03-31 |
4,310 |
$153,000 |
0 |
|
| CENTAURUS FINANCIAL INC. |
669 |
- |
2023-12-31 |
4,150 |
$143,000 |
0 |
|
| AdvisorNet Financial Inc |
626 |
- |
2024-03-31 |
2,882 |
$102,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
607 |
- |
2024-03-31 |
2,300 |
$82,000 |
0 |
|
| Emerald Investment Partners LLC |
331 |
- |
2024-03-31 |
2,300 |
$82,000 |
0 |
|
| AlphaCore Capital LLC |
258 |
- |
2023-12-31 |
2,200 |
$76,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
195 |
- |
2023-09-30 |
2,277 |
$75,000 |
0 |
|
| Wagner Wealth Management LLC |
150 |
- |
2024-03-31 |
1,990 |
$71,000 |
0 |
|
| Capital Analysts Inc. |
616 |
- |
2023-12-31 |
1,722 |
$59,000 |
0 |
|
| CWM LLC |
2218 |
- |
2024-03-31 |
1,526 |
$54,000 |
0 |
|
| MORGAN STANLEY |
6070 |
- |
2023-12-31 |
1,000 |
$34,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
594 |
- |
2023-06-30 |
718 |
$24,000 |
0 |
|
| Insight Financial Services |
40 |
- |
2024-03-31 |
650 |
$23,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
493 |
- |
2024-03-31 |
360 |
$13,000 |
0 |
|
| Global Trust Asset Management LLC |
383 |
- |
2024-03-31 |
150 |
$5,000 |
0 |
|
| PROEQUITIES INC. |
9086 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
47 Records found
|
1
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