| |
Institutional
Holders
Total
Institutions:
 |
23  19 |
|
|
Total
shares held :
|
882,759 |
|
|
% of shares
held :
|
9.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
|
Amount
of shares held :
|
833,798 |
|
|
% of shares
held change :
|
9.26% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Foundations Investment Advisors LLC |
|
*New |
2023-12-31 |
221,304 |
$6,761,000 |
221,304 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1204 |
- |
2024-03-31 |
152,850 |
$4,689,000 |
41,788 |
|
| MULTIFINANCIAL SECURITIES CORP |
310 |
- |
2023-12-31 |
142,398 |
$4,376,000 |
120,976 |
|
| Cetera Investment Advisers |
757 |
- |
2023-12-31 |
72,197 |
$2,219,000 |
54,284 |
|
| Kestra Advisory Services LLC |
829 |
*New |
2023-12-31 |
59,305 |
$1,822,000 |
59,305 |
|
| ADVISORY SERVICES NETWORK, LLC |
|
*New |
2023-12-31 |
51,506 |
$1,583,000 |
51,506 |
|
| LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
39,127 |
$1,200,000 |
-1,574 |
|
| Accel Wealth Management |
60 |
- |
2024-03-31 |
33,492 |
$1,028,000 |
2,205 |
|
| Presidio Capital Management LLC |
22 |
- |
2024-03-31 |
26,699 |
$819,000 |
2,250 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
|
*New |
2023-12-31 |
24,449 |
$751,000 |
24,449 |
|
| Weaver Consulting Group |
86 |
- |
2024-03-31 |
19,120 |
$587,000 |
3,785 |
|
| FINANCIAL NETWORK |
1793 |
*New |
2023-12-31 |
17,883 |
$550,000 |
17,883 |
|
| ACT Advisors LLC. |
31 |
- |
2024-03-31 |
11,784 |
$362,000 |
0 |
|
| CITADEL ADVISORS LLC |
3991 |
*New |
2023-12-31 |
10,756 |
$331,000 |
10,756 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
277 |
*New |
2023-12-31 |
10,370 |
$319,000 |
10,370 |
|
| PROSPERA FINANCIAL SERVICES |
825 |
*New |
2023-12-31 |
10,274 |
$316,000 |
10,274 |
|
| Resources Investment Advisors Inc. |
930 |
*New |
2023-12-31 |
9,173 |
$282,000 |
9,173 |
|
| Kingsview Wealth Management LLC |
|
*New |
2023-12-31 |
6,744 |
$207,000 |
6,744 |
|
| HARBOUR INVESTMENTS INC. |
924 |
*New |
2023-12-31 |
5,500 |
$169,000 |
5,500 |
|
| City State Bank |
216 |
- |
2024-03-31 |
4,500 |
$138,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1975 |
*New |
2023-12-31 |
1,672 |
$51,000 |
1,672 |
|
| PRINCIPAL SECURITIES INC. |
|
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
|
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| OLD MISSION CAPITAL LLC |
1056 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,526 |
|
| DHJJ Financial Advisors Ltd. |
753 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
|
25 Records found
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1
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Page 1 of 1 |
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