|
Institutional
Holders
Total
Institutions:
|
38 2 |
|
Total
shares held :
|
8,233,558 |
|
% of shares
held :
|
81.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
847,161 |
|
% of shares
held change :
|
8.39% |
|
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 |
HANSON MCCLAIN, INC. |
46 |
- |
2024-03-31 |
1,219,386 |
$32,936,000 |
625,675 |
|
RETIREMENT GUYS FORMULA LLC |
1 |
- |
2024-03-31 |
635,844 |
$17,174,000 |
40,340 |
|
Truadvice LLC |
1 |
- |
2023-09-30 |
628,430 |
$15,566,000 |
67,580 |
|
Signal Advisors Wealth LLC |
1 |
- |
2024-03-31 |
567,915 |
$15,339,000 |
10,096 |
|
MARIPAU WEALTH MANAGEMENT LLC |
1 |
- |
2023-12-31 |
558,073 |
$14,443,000 |
40,720 |
|
ATRIA INVESTMENTS LLC |
104 |
- |
2023-12-31 |
541,921 |
$14,025,000 |
32,864 |
|
MML INVESTORS SERVICES LLC |
300 |
- |
2023-12-31 |
525,355 |
$13,596,000 |
24,799 |
|
ENVESTNET ASSET MANAGEMENT INC |
1500 |
- |
2023-12-31 |
354,076 |
$9,163,000 |
186,050 |
|
Brookstone Capital Management |
154 |
- |
2024-03-31 |
328,290 |
$8,867,000 |
13,898 |
|
Cetera Investment Advisers |
253 |
- |
2023-12-31 |
339,336 |
$8,782,000 |
11,355 |
|
New Century Financial Group LLC |
2 |
- |
2024-03-31 |
312,900 |
$8,451,000 |
122,874 |
|
FINANCIAL NETWORK |
570 |
- |
2023-12-31 |
195,764 |
$5,066,000 |
23,300 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
864 |
- |
2024-03-31 |
149,827 |
$4,047,000 |
53,848 |
|
Sigma Planning Corp |
171 |
- |
2024-03-31 |
142,204 |
$3,841,000 |
65,909 |
|
ADVISORY SERVICES NETWORK, LLC |
352 |
- |
2024-03-31 |
107,498 |
$2,904,000 |
11,206 |
|
Chicago Partners Investment Group LLC |
157 |
- |
2024-03-31 |
101,985 |
$2,725,000 |
5,366 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1627 |
- |
2024-03-31 |
91,012 |
$2,458,000 |
23,414 |
|
Ergawealth Advisors Inc. |
16 |
- |
2024-03-31 |
50,829 |
$1,373,000 |
7,226 |
|
Cedar Brook Financial Partners LLC |
91 |
- |
2024-03-31 |
48,358 |
$1,306,000 |
11,198 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
487 |
- |
2024-03-31 |
47,941 |
$1,295,000 |
11,444 |
|
Centric Wealth Management |
80 |
- |
2024-03-31 |
26,238 |
$700,000 |
14,306 |
|
LINCOLN NATIONAL CORP |
694 |
- |
2024-03-31 |
20,897 |
$564,000 |
12,709 |
|
Diligent Investors LLC |
187 |
- |
2024-03-31 |
19,209 |
$519,000 |
2,000 |
|
UBS Group AG |
4912 |
- |
2023-12-31 |
3,950 |
$102,000 |
3,877 |
|
|
24 Records found
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1
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Page 1 of 1 |
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