| |
Institutional
Holders
Total
Institutions:
 |
6  6 |
|
|
Total
shares held :
|
3,706,816 |
|
|
% of shares
held :
|
41.19% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
|
Amount
of shares held :
|
3,706,816 |
|
|
% of shares
held change :
|
41.19% |
|
| 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 |
  WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
9 |
*New |
2024-03-31 |
19,926,994 |
$511,426,000 |
19,926,994 |
|
| Fundamentun LLC |
3 |
- |
2024-03-31 |
1,753,495 |
$45,003,000 |
105,061 |
|
| Principle Wealth Partners LLC |
7 |
- |
2024-03-31 |
1,278,274 |
$32,807,000 |
25,933 |
|
| ANNEX ADVISORY SERVICES, LLC |
23 |
*New |
2024-03-31 |
961,611 |
$24,680,000 |
961,611 |
|
| Advisory Resource Group |
|
*New |
2023-12-31 |
768,619 |
$19,976,000 |
768,619 |
|
| Guardian Financial Partners LLC |
4 |
*New |
2024-03-31 |
365,818 |
$9,389,000 |
365,818 |
|
| Fermata Advisors LLC |
49 |
*New |
2024-03-31 |
82,817 |
$2,125,000 |
82,817 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2254 |
- |
2024-03-31 |
37,328 |
$958,000 |
337 |
|
| Triumph Capital Management |
96 |
*New |
2024-03-31 |
23,652 |
$604,000 |
23,652 |
|
| UBS Group AG |
|
*New |
2023-12-31 |
309 |
$8,000 |
309 |
|
| Advisor Group Holdings Inc. |
6192 |
*New |
2023-12-31 |
122 |
$3,000 |
122 |
|
| PROEQUITIES INC. |
|
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
12 Records found
|
1
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