| |
Institutional
Holders
Total
Institutions:
 |
18  17 |
|
|
Total
shares held :
|
881,987 |
|
|
% of shares
held :
|
9.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
881,378 |
|
|
% of shares
held change :
|
9.79% |
|
| 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 |
  Matrix Trust Co |
|
*New |
2023-12-31 |
567,588 |
$13,100,000 |
567,588 |
|
| LPL FINANCIAL CORP |
1922 |
*New |
2023-12-31 |
151,751 |
$3,502,000 |
151,751 |
|
| MARINER WEALTH ADVISORS, LLC |
1320 |
*New |
2023-12-31 |
51,588 |
$1,191,000 |
51,588 |
|
| Bowman & Co S.C. |
68 |
- |
2024-03-31 |
22,901 |
$562,000 |
-16,832 |
|
| MORGAN STANLEY |
5373 |
*New |
2023-12-31 |
12,619 |
$291,000 |
12,619 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4464 |
*New |
2023-12-31 |
12,435 |
$287,000 |
12,435 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
270 |
*New |
2024-03-31 |
11,223 |
$275,000 |
11,223 |
|
| Advisor Group Holdings Inc. |
3846 |
*New |
2023-12-31 |
9,319 |
$215,000 |
9,319 |
|
| BUSEY TRUST CO |
338 |
- |
2024-03-31 |
8,689 |
$213,000 |
0 |
|
| EverSource Wealth Advisors LLC |
|
*New |
2023-12-31 |
8,962 |
$207,000 |
8,962 |
|
| UBS Group AG |
|
*New |
2023-12-31 |
4,380 |
$101,000 |
4,380 |
|
| MATHER GROUP, INC. |
867 |
*New |
2024-03-31 |
2,149 |
$50,000 |
2,149 |
|
| Global Retirement Partners LLC |
1408 |
- |
2024-03-31 |
1,976 |
$49,000 |
0 |
|
| ROYAL BANK OF CANADA |
5664 |
*New |
2023-12-31 |
709 |
$16,000 |
709 |
|
| PRINCIPAL SECURITIES INC. |
|
- |
2023-12-31 |
609 |
$14,000 |
0 |
|
| WELLS FARGO & CO/MN |
|
*New |
2023-12-31 |
491 |
$11,000 |
491 |
|
| CWM LLC |
3372 |
- |
2024-03-31 |
363 |
$9,000 |
0 |
|
| FMR LLC |
4223 |
*New |
2023-12-31 |
243 |
$6,000 |
243 |
|
| TSFG LLC |
583 |
- |
2024-03-31 |
172 |
$4,000 |
0 |
|
| Advisor Resource Council |
398 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,360 |
|
|
20 Records found
|
1
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