|
Institutional
Holders
Total
Institutions:
|
51 3 |
|
Total
shares held :
|
2,984,414 |
|
% of shares
held :
|
33.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
-1,744,419 |
|
% of shares
held change :
|
-19.38% |
|
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 |
Outlook Wealth Advisors LLC |
3 |
*New |
2024-03-31 |
486,502 |
$12,892,000 |
486,502 |
|
EWG Elevate Inc. |
17 |
*New |
2024-03-31 |
187,972 |
$4,981,000 |
187,972 |
|
Luken Investment Analytics LLC |
16 |
*New |
2024-03-31 |
156,682 |
$4,152,000 |
156,682 |
|
REGAL INVESTMENT ADVISORS, LLC |
146 |
*New |
2023-12-31 |
87,345 |
$2,239,000 |
87,345 |
|
H D Vest Advisory Services |
687 |
*New |
2024-03-31 |
44,898 |
$1,190,000 |
44,898 |
|
RAYMOND JAMES & ASSOCIATES |
2642 |
*New |
2024-03-31 |
33,867 |
$897,000 |
33,867 |
|
Spire Wealth Management |
572 |
*New |
2024-03-31 |
15,782 |
$418,000 |
15,782 |
|
LexAurum Advisors LLC |
175 |
*New |
2024-03-31 |
15,433 |
$409,000 |
15,433 |
|
PFG Investments LLC |
740 |
*New |
2024-03-31 |
11,095 |
$294,000 |
11,095 |
|
Mutual Advisors LLC |
915 |
*New |
2024-03-31 |
9,801 |
$260,000 |
9,801 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
184 |
*New |
2024-03-31 |
7,963 |
$211,000 |
7,963 |
|
Integrity Financial Corp /WA |
137 |
*New |
2024-03-31 |
3,225 |
$85,000 |
3,225 |
|
Capital Investment Advisory Services LLC |
636 |
*New |
2024-03-31 |
2,126 |
$56,000 |
2,126 |
|
PRINCIPAL SECURITIES INC. |
1847 |
*New |
2024-03-31 |
1,000 |
$27,000 |
1,000 |
|
Retirement Group LLC |
473 |
*New |
2024-03-31 |
380 |
$10,000 |
380 |
|
ALPHAMARK ADVISORS LLC |
632 |
*New |
2024-03-31 |
125 |
$3,000 |
125 |
|
Impact Partnership Wealth LLC |
749 |
*New |
2023-12-31 |
38 |
$1,000 |
38 |
|
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17 Records found
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1
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