|
Institutional
Holders
Total
Institutions:
|
71 4 |
|
Total
shares held :
|
3,032,282 |
|
% of shares
held :
|
54.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
480,268 |
|
% of shares
held change :
|
8.65% |
|
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 |
Change Path LLC |
21 |
- |
2023-12-31 |
368,485 |
$14,080,000 |
5,006 |
|
Ambassador Advisors LLC |
10 |
- |
2023-12-31 |
252,301 |
$9,686,000 |
35,158 |
|
AMERIPRISE FINANCIAL INC |
1912 |
- |
2023-12-31 |
210,966 |
$8,062,000 |
13,513 |
|
LPL FINANCIAL CORP |
1466 |
- |
2024-03-31 |
187,441 |
$7,893,000 |
37,167 |
|
Geneos Wealth Management Inc. |
74 |
- |
2024-03-31 |
157,976 |
$6,652,000 |
156,418 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
60 |
- |
2024-03-31 |
90,886 |
$3,827,000 |
1,195 |
|
J.W. COLE ADVISORS INC. |
123 |
- |
2024-03-31 |
89,124 |
$3,753,000 |
624 |
|
EverSource Wealth Advisors LLC |
72 |
- |
2023-12-31 |
95,823 |
$3,662,000 |
28,061 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1028 |
- |
2024-03-31 |
71,007 |
$2,990,000 |
15,562 |
|
Legacy Wealth Asset Management LLC |
34 |
- |
2024-03-31 |
50,249 |
$2,116,000 |
2,891 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1884 |
- |
2024-03-31 |
42,823 |
$1,803,000 |
3,573 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1693 |
- |
2024-03-31 |
42,193 |
$1,777,000 |
985 |
|
FINANCIAL NETWORK |
1029 |
- |
2023-12-31 |
46,008 |
$1,758,000 |
422 |
|
Belpointe Asset Management LLC |
167 |
- |
2024-03-31 |
36,948 |
$1,556,000 |
8,302 |
|
WIN ADVISORS INC |
32 |
- |
2024-03-31 |
27,615 |
$1,163,000 |
611 |
|
TrueWealth Advisors LLC |
51 |
- |
2024-03-31 |
24,168 |
$1,018,000 |
664 |
|
Stewardship Advisors LLC |
45 |
- |
2024-03-31 |
22,350 |
$941,000 |
110 |
|
INTL FCSTONE INC. |
186 |
- |
2024-03-31 |
17,726 |
$746,000 |
326 |
|
Arete Wealth Advisors LLC |
345 |
- |
2023-12-31 |
16,565 |
$633,000 |
16,565 |
|
PFG FINANCIAL ADVISORS |
129 |
- |
2024-03-31 |
14,922 |
$628,000 |
1,106 |
|
Sound Stewardship LLC |
35 |
- |
2024-03-31 |
14,231 |
$599,000 |
983 |
|
H D Vest Advisory Services |
980 |
- |
2024-03-31 |
13,255 |
$558,000 |
3,196 |
|
Advisory Alpha LLC |
210 |
- |
2024-03-31 |
12,132 |
$511,000 |
2,219 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2808 |
- |
2024-03-31 |
11,636 |
$490,000 |
3,152 |
|
Kestra Advisory Services LLC |
1768 |
- |
2023-12-31 |
8,671 |
$331,000 |
502 |
|
OneAscent Financial Services LLC |
280 |
- |
2024-03-31 |
7,305 |
$308,000 |
1,788 |
|
AE Wealth Management LLC |
1722 |
- |
2023-12-31 |
7,449 |
$284,000 |
26 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
807 |
- |
2024-03-31 |
3,440 |
$145,000 |
7 |
|
Larson Financial Group LLC |
557 |
- |
2024-03-31 |
2,189 |
$92,000 |
3 |
|
Bank of New Hampshire |
295 |
- |
2024-03-31 |
1,460 |
$61,000 |
145 |
|
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30 Records found
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1
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