|
Institutional
Holders
Total
Institutions:
|
26 1 |
|
Total
shares held :
|
334,244 |
|
% of shares
held :
|
3.3% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-22,072 |
|
% of shares
held change :
|
-0.22% |
|
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 |
Motley Fool Wealth Management LLC |
97 |
- |
2023-12-31 |
148,531 |
$3,738,000 |
3,740 |
|
GTS SECURITIES LLC |
529 |
- |
2023-12-31 |
50,509 |
$1,279,000 |
-27,277 |
|
Advisor Group Holdings Inc. |
2975 |
- |
2023-12-31 |
24,135 |
$611,000 |
-1,486 |
|
CREATIVE PLANNING |
1708 |
- |
2023-12-31 |
19,645 |
$497,000 |
208 |
|
LPL FINANCIAL CORP |
3766 |
- |
2023-12-31 |
15,954 |
$404,000 |
126 |
|
Wedmont Private Capital |
425 |
- |
2024-03-31 |
12,570 |
$337,000 |
0 |
|
PURE FINANCIAL ADVISORS, INC. |
244 |
- |
2024-03-31 |
12,145 |
$329,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
2181 |
- |
2023-12-31 |
10,558 |
$267,000 |
-201 |
|
FLAGSHIP HARBOR ADVISORS LLC |
556 |
- |
2024-03-31 |
9,829 |
$266,000 |
-199 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2028 |
*New |
2024-03-31 |
9,071 |
$246,000 |
9,071 |
|
Private Advisor Group LLC |
2012 |
*New |
2023-12-31 |
8,200 |
$208,000 |
8,200 |
|
Global Retirement Partners LLC |
769 |
- |
2024-03-31 |
7,689 |
$208,000 |
0 |
|
Key Financial Inc |
314 |
- |
2024-03-31 |
3,954 |
$100,000 |
0 |
|
Trust Co |
172 |
*New |
2024-03-31 |
2,393 |
$65,000 |
2,393 |
|
FMR LLC |
3243 |
- |
2023-12-31 |
2,561 |
$65,000 |
-13 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1989 |
*New |
2023-12-31 |
2,213 |
$56,000 |
2,213 |
|
MORGAN STANLEY |
5961 |
- |
2023-12-31 |
1,894 |
$48,000 |
0 |
|
CWM LLC |
2502 |
- |
2024-03-31 |
1,320 |
$36,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5665 |
- |
2023-12-31 |
753 |
$19,000 |
398 |
|
Sargent Bickham Lagudis LLC |
618 |
*New |
2022-12-31 |
851 |
$18,000 |
851 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
624 |
$15,000 |
0 |
|
UBS Group AG |
6119 |
- |
2023-12-31 |
366 |
$9,000 |
-1,423 |
|
US BANCORP |
3346 |
- |
2023-12-31 |
278 |
$7,000 |
0 |
|
WELLS FARGO & CO/MN |
5319 |
- |
2023-12-31 |
136 |
$3,000 |
136 |
|
HANSON MCCLAIN, INC. |
2579 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
Larson Financial Group LLC |
1511 |
- |
2023-12-31 |
26 |
$1,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5872 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,436 |
|
CITADEL ADVISORS LLC |
5883 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,475 |
|
DHJJ Financial Advisors Ltd. |
722 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
PROEQUITIES INC. |
6523 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Bear Mountain Capital Inc. |
243 |
*Closed |
2024-03-31 |
0 |
$0 |
-50 |
|
|
31 Records found
|
1
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