| |
Institutional
Holders
Total
Institutions:
 |
27  1 |
|
|
Total
shares held :
|
2,167,518 |
|
|
% of shares
held :
|
21.46% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 2 |
|
|
Amount
of shares held :
|
-88,070 |
|
|
% of shares
held change :
|
-0.87% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  KFG WEALTH MANAGEMENT LLC |
3 |
- |
2024-03-31 |
472,811 |
$13,950,000 |
15,824 |
|
| AIRE ADVISORS LLC |
11 |
- |
2023-12-31 |
375,848 |
$10,601,000 |
-472 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
861 |
- |
2023-12-31 |
266,700 |
$7,523,000 |
24,028 |
|
| Sunbelt Securities Inc. |
25 |
- |
2024-03-31 |
235,098 |
$6,937,000 |
-57,376 |
|
| Krilogy Financial LLC |
45 |
- |
2024-03-31 |
206,150 |
$6,082,000 |
-34,950 |
|
| Lineweaver Wealth Advisors LLC |
17 |
- |
2023-12-31 |
180,987 |
$5,105,000 |
13,527 |
|
| Stegent Equity Advisors Inc. |
19 |
- |
2023-12-31 |
61,024 |
$1,721,000 |
-5,161 |
|
| Advisor Group Holdings Inc. |
2184 |
- |
2023-12-31 |
48,885 |
$1,379,000 |
-14,907 |
|
| Tradition Wealth Management LLC |
121 |
- |
2023-12-31 |
41,260 |
$1,164,000 |
-410 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2829 |
- |
2023-12-31 |
40,408 |
$1,140,000 |
-17,969 |
|
| Cambridge Advisors Inc. |
80 |
- |
2024-03-31 |
28,722 |
$847,000 |
0 |
|
| FINANCIAL NETWORK |
1737 |
*New |
2023-12-31 |
20,921 |
$590,000 |
20,921 |
|
| Cetera Investment Advisers |
1442 |
- |
2023-12-31 |
19,225 |
$542,000 |
3,957 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2419 |
- |
2024-03-31 |
14,178 |
$418,000 |
-1,727 |
|
| SOUTHERN CAPITAL ADVISORS LLC |
|
- |
2023-12-31 |
13,959 |
$394,000 |
0 |
|
| MODERA WEALTH MANAGEMENT, LLC |
418 |
- |
2023-12-31 |
13,842 |
$390,000 |
0 |
|
| Cape Investment Advisory Inc. |
96 |
- |
2023-12-31 |
11,904 |
$336,000 |
1,500 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4312 |
- |
2023-12-31 |
11,716 |
$330,000 |
239 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2297 |
- |
2023-12-31 |
10,016 |
$283,000 |
-485 |
|
| Atria Wealth Solutions Inc. |
1752 |
*New |
2023-12-31 |
7,185 |
$203,000 |
7,185 |
|
| HARBOUR INVESTMENTS INC. |
938 |
- |
2023-12-31 |
5,740 |
$162,000 |
0 |
|
| J P MORGAN CHASE & CO |
4842 |
- |
2023-12-31 |
1,141 |
$32,000 |
-617 |
|
| Steward Partners Investment Advisory LLC |
2384 |
- |
2023-12-31 |
731 |
$21,000 |
0 |
|
| UBS Group AG |
5755 |
*New |
2023-12-31 |
702 |
$20,000 |
702 |
|
| MORGAN STANLEY |
6639 |
- |
2023-12-31 |
126 |
$4,000 |
0 |
|
| Sigma Planning Corp |
1064 |
*Closed |
2023-12-31 |
0 |
$0 |
-191,031 |
|
| Pensionmark Financial Group LLC |
387 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,509 |
|
| DHJJ Financial Advisors Ltd. |
715 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| IFP Advisors Inc |
3065 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,491 |
|
| Arkadios Wealth Advisors |
|
*Closed |
2023-12-31 |
0 |
$0 |
-8,130 |
|
| PROEQUITIES INC. |
9607 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
31 Records found
|
1
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