|
Institutional
Holders
Total
Institutions:
|
39 0 |
|
Total
shares held :
|
1,666,721 |
|
% of shares
held :
|
1.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
109,893 |
|
% of shares
held change :
|
0.12% |
|
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 |
OConnor Financial Group LLC |
4 |
- |
2024-03-31 |
367,643 |
$10,016,000 |
4,891 |
|
Change Path LLC |
57 |
- |
2024-03-31 |
332,085 |
$9,047,000 |
5,383 |
|
CWM LLC |
451 |
- |
2024-03-31 |
150,055 |
$4,088,000 |
6,630 |
|
LVZ Advisors Inc. |
21 |
- |
2024-03-31 |
103,854 |
$2,830,000 |
2,298 |
|
CITADEL ADVISORS LLC |
2239 |
- |
2024-03-31 |
89,527 |
$2,439,000 |
18,815 |
|
LPL FINANCIAL CORP |
2863 |
- |
2024-03-31 |
50,354 |
$1,372,000 |
12,508 |
|
Sound Stewardship LLC |
25 |
- |
2024-03-31 |
48,411 |
$1,319,000 |
5,228 |
|
UBS Group AG |
3665 |
- |
2024-03-31 |
30,379 |
$828,000 |
29,384 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1860 |
- |
2024-03-31 |
29,930 |
$815,000 |
15,393 |
|
J.W. COLE ADVISORS INC. |
567 |
- |
2024-03-31 |
16,125 |
$439,000 |
794 |
|
Strategic Financial Concepts LLC |
228 |
- |
2024-03-31 |
11,082 |
$302,000 |
217 |
|
ENVESTNET ASSET MANAGEMENT INC |
3853 |
- |
2024-03-31 |
8,238 |
$224,000 |
8,238 |
|
ICA Group Wealth Management LLC |
552 |
- |
2024-03-31 |
1,902 |
$52,000 |
1,535 |
|
Geneos Wealth Management Inc. |
1251 |
- |
2024-03-31 |
1,058 |
$29,000 |
337 |
|
Coppell Advisory Solutions LLC |
973 |
- |
2023-12-31 |
312 |
$8,000 |
2 |
|
MORGAN STANLEY |
6819 |
- |
2024-03-31 |
59 |
$2,000 |
58 |
|
|
16 Records found
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1
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Page 1 of 1 |
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