| |
Institutional
Holders
Total
Institutions:
 |
22  13 |
|
|
Total
shares held :
|
2,061,139 |
|
|
% of shares
held :
|
22.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
848,736 |
|
|
% of shares
held change :
|
9.43% |
|
| 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 |
  TRUST POINT INC. |
3 |
*New |
2024-03-31 |
3,023,477 |
$124,265,000 |
3,023,477 |
|
| RVW Wealth LLC |
9 |
- |
2024-03-31 |
714,683 |
$29,373,000 |
131,583 |
|
| Prestige Wealth Management Group LLC |
7 |
- |
2024-03-31 |
456,479 |
$18,761,000 |
-32,861 |
|
| Legacy Financial Advisors Inc. |
|
- |
2023-12-31 |
509,040 |
$18,621,000 |
-39,235 |
|
| LPL FINANCIAL CORP |
1427 |
- |
2023-12-31 |
203,717 |
$7,452,000 |
165,001 |
|
| tru Independence LLC |
28 |
*New |
2024-03-31 |
130,064 |
$5,346,000 |
130,064 |
|
| Kestra Advisory Services LLC |
505 |
- |
2023-12-31 |
118,307 |
$4,328,000 |
19,479 |
|
| NBC SECURITIES INC. |
162 |
*New |
2024-03-31 |
34,107 |
$1,411,000 |
34,107 |
|
| RFG Advisory Group LLC |
295 |
*New |
2024-03-31 |
32,903 |
$1,352,000 |
32,903 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1880 |
- |
2024-03-31 |
32,225 |
$1,324,000 |
1,032 |
|
| FINANCIAL NETWORK |
1268 |
*New |
2023-12-31 |
32,116 |
$1,175,000 |
32,116 |
|
| Oxinas Partners Wealth Management LLC |
41 |
*New |
2024-03-31 |
23,112 |
$950,000 |
23,112 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1919 |
- |
2024-03-31 |
18,364 |
$755,000 |
657 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
|
*New |
2023-12-31 |
17,913 |
$655,000 |
17,913 |
|
| My Legacy Advisors LLC |
|
*New |
2023-12-31 |
13,919 |
$511,000 |
13,919 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
409 |
*New |
2024-03-31 |
10,957 |
$450,000 |
10,957 |
|
| HALBERT, HARGROVE/RUSSELL LLC |
65 |
*New |
2024-03-31 |
7,909 |
$325,000 |
7,909 |
|
| MULTIFINANCIAL SECURITIES CORP |
1369 |
*New |
2023-12-31 |
8,845 |
$324,000 |
8,845 |
|
| Millington Financial Advisors LLC |
|
- |
2023-12-31 |
8,123 |
$297,000 |
0 |
|
| Dynamic Advisors Solutions LLC |
805 |
- |
2024-03-31 |
6,035 |
$248,000 |
225 |
|
| Private Advisor Group LLC |
|
*New |
2023-12-31 |
6,693 |
$245,000 |
6,693 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4695 |
*New |
2023-12-31 |
6,446 |
$236,000 |
6,446 |
|
| Herold Advisors Inc. |
|
*New |
2023-12-31 |
5,971 |
$218,000 |
5,971 |
|
| L.M. KOHN & COMPANY |
244 |
*New |
2024-03-31 |
5,109 |
$210,000 |
5,109 |
|
| UBS Group AG |
|
- |
2023-12-31 |
1,502 |
$55,000 |
1,449 |
|
| BARTLETT & CO. LLC |
|
*New |
2023-12-31 |
518 |
$19,000 |
518 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
|
*New |
2023-12-31 |
518 |
$19,000 |
518 |
|
| Advisor Group Holdings Inc. |
5660 |
- |
2023-12-31 |
300 |
$11,000 |
-2,070 |
|
| GPS Wealth Strategies Group LLC |
|
*New |
2023-12-31 |
60 |
$2,000 |
60 |
|
| FMR LLC |
4869 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
30 Records found
|
1
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