|
Institutional
Holders
Total
Institutions:
|
146 11 |
|
Total
shares held :
|
9,525,325 |
|
% of shares
held :
|
18.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
55 |
|
Amount
of shares held :
|
907,818 |
|
% of shares
held change :
|
1.78% |
|
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 |
ALM First Financial Advisors LLC |
6 |
- |
2023-12-31 |
200,000 |
$13,514,000 |
0 |
|
Eudaimonia Partners LLC |
54 |
- |
2024-03-31 |
23,575 |
$1,727,000 |
0 |
|
RFG Advisory Group LLC |
299 |
- |
2024-03-31 |
18,189 |
$1,333,000 |
0 |
|
Rockefeller Capital Management L.P. |
1166 |
- |
2023-12-31 |
13,647 |
$922,000 |
0 |
|
MorganRosel Wealth Management LLC |
87 |
- |
2024-03-31 |
4,242 |
$311,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
1227 |
- |
2024-03-31 |
3,514 |
$257,000 |
0 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
149 |
- |
2023-12-31 |
3,548 |
$240,000 |
0 |
|
Blueprint Investment Partners LLC |
118 |
- |
2023-12-31 |
3,522 |
$238,000 |
0 |
|
Resources Investment Advisors Inc. |
997 |
- |
2024-03-31 |
3,060 |
$224,000 |
0 |
|
True Wealth Design LLC |
129 |
- |
2023-12-31 |
1,729 |
$117,000 |
0 |
|
ANCORA ADVISORS, LLC |
934 |
- |
2023-12-31 |
600 |
$41,000 |
0 |
|
Lindbrook Capital LLC |
1126 |
- |
2024-03-31 |
317 |
$23,000 |
0 |
|
US BANCORP |
3009 |
- |
2024-03-31 |
300 |
$22,000 |
0 |
|
AllSquare Wealth Management LLC |
283 |
- |
2024-03-31 |
300 |
$22,000 |
0 |
|
PRIVATE TRUST CO NA |
1523 |
- |
2024-03-31 |
204 |
$15,000 |
0 |
|
JDM Financial Group LLC |
130 |
- |
2024-03-31 |
162 |
$12,000 |
0 |
|
PROEQUITIES INC. |
1668 |
- |
2024-03-31 |
155 |
$11,000 |
0 |
|
QUADRANT CAPITAL GROUP LLC |
2310 |
- |
2023-12-31 |
64 |
$4,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2685 |
- |
2024-03-31 |
60 |
$4,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
1065 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
Sound Income Strategies LLC |
1342 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
21 Records found
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1
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