|
Institutional
Holders
Total
Institutions:
|
44 0 |
|
Total
shares held :
|
1,209,028 |
|
% of shares
held :
|
6.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
72,238 |
|
% of shares
held change :
|
0.37% |
|
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 |
CAPROCK Group Inc. |
90 |
- |
2024-03-31 |
91,222 |
$2,765,000 |
0 |
|
Financial Gravity Wealth Inc. |
211 |
- |
2023-12-31 |
162,374 |
$1,141,000 |
0 |
|
Wedmont Private Capital |
167 |
- |
2024-03-31 |
36,508 |
$1,098,000 |
0 |
|
9258 Wealth Management LLC |
139 |
- |
2024-03-31 |
28,066 |
$851,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1800 |
- |
2023-12-31 |
16,180 |
$450,000 |
0 |
|
Arkadios Wealth Advisors |
450 |
- |
2024-03-31 |
13,147 |
$398,000 |
0 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
447 |
- |
2024-03-31 |
9,527 |
$289,000 |
0 |
|
BROWN BROTHERS HARRIMAN & CO |
478 |
- |
2024-03-31 |
8,617 |
$261,000 |
0 |
|
FMR LLC |
2905 |
- |
2023-12-31 |
5,245 |
$146,000 |
0 |
|
Your Advocates Ltd. LLP |
32 |
- |
2024-03-31 |
4,528 |
$137,000 |
0 |
|
Blume Capital Management Inc. |
130 |
- |
2024-03-31 |
4,000 |
$121,000 |
0 |
|
Key Financial Inc |
290 |
- |
2024-03-31 |
3,975 |
$111,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
648 |
- |
2024-03-31 |
2,251 |
$68,000 |
0 |
|
Scarborough Advisors LLC |
114 |
- |
2024-03-31 |
1,320 |
$40,000 |
0 |
|
SJS Investment Consulting Inc. |
260 |
- |
2024-03-31 |
824 |
$25,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1899 |
- |
2023-12-31 |
641 |
$18,000 |
0 |
|
Parallel Advisors LLC |
2127 |
- |
2024-03-31 |
492 |
$15,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2615 |
- |
2023-12-31 |
335 |
$9,000 |
0 |
|
PROEQUITIES INC. |
2789 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
DHJJ Financial Advisors Ltd. |
723 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
|
20 Records found
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1
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