| |
Institutional
Holders
Total
Institutions:
 |
32  11 |
|
|
Total
shares held :
|
1,129,035 |
|
|
% of shares
held :
|
12.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
|
Amount
of shares held :
|
287,875 |
|
|
% of shares
held change :
|
3.2% |
|
| 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 |
  LM Advisors LLC |
22 |
- |
2023-12-31 |
206,304 |
$4,279,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1305 |
- |
2024-03-31 |
186,958 |
$4,037,000 |
-3,877 |
|
| Brookstone Capital Management |
306 |
- |
2024-03-31 |
127,226 |
$2,747,000 |
598 |
|
| Advisor Group Holdings Inc. |
1757 |
- |
2023-12-31 |
110,769 |
$2,297,000 |
13,569 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1586 |
- |
2024-03-31 |
100,297 |
$2,166,000 |
31,550 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1514 |
- |
2024-03-31 |
62,581 |
$1,351,000 |
3 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2991 |
- |
2023-12-31 |
43,670 |
$906,000 |
2,049 |
|
| VALMARK ADVISERS INC |
280 |
*New |
2023-12-31 |
37,609 |
$780,000 |
37,609 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3585 |
- |
2023-12-31 |
27,374 |
$568,000 |
27,374 |
|
| RAYMOND JAMES & ASSOCIATES |
3004 |
- |
2024-03-31 |
24,171 |
$522,000 |
1,456 |
|
| CI Private Wealth LLC |
1615 |
- |
2023-12-31 |
23,234 |
$482,000 |
12,600 |
|
| SILVER OAK SECURITIES Inc |
279 |
*New |
2023-12-31 |
23,201 |
$481,000 |
23,201 |
|
| Cetera Investment Advisers |
1510 |
- |
2023-12-31 |
23,036 |
$478,000 |
-1,177 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
21,708 |
$469,000 |
-596 |
|
| OLD MISSION CAPITAL LLC |
677 |
*New |
2023-12-31 |
19,204 |
$398,000 |
19,204 |
|
| PROSPERA FINANCIAL SERVICES |
733 |
- |
2023-12-31 |
18,988 |
$394,000 |
1,640 |
|
| Envestnet Portfolio Solutions Inc. |
1196 |
*New |
2023-12-31 |
17,481 |
$363,000 |
17,481 |
|
| FINANCIAL NETWORK |
2158 |
*New |
2023-12-31 |
16,181 |
$336,000 |
16,181 |
|
| 1776 WEALTH LLC |
105 |
*New |
2023-12-31 |
13,763 |
$285,000 |
13,763 |
|
| Atria Wealth Solutions Inc. |
1718 |
*New |
2023-12-31 |
10,213 |
$212,000 |
10,213 |
|
| FinTrust Capital Advisors LLC |
336 |
- |
2024-03-31 |
6,385 |
$138,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
180 |
- |
2024-03-31 |
5,600 |
$121,000 |
795 |
|
| HARBOUR INVESTMENTS INC. |
1257 |
- |
2023-12-31 |
3,649 |
$76,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
1933 |
*New |
2023-12-31 |
3,470 |
$72,000 |
3,470 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
1,932 |
$42,000 |
0 |
|
| IFP Advisors Inc |
1604 |
- |
2023-12-31 |
1,935 |
$40,000 |
500 |
|
| SOA Wealth Advisors LLC. |
432 |
- |
2024-03-31 |
1,026 |
$22,000 |
0 |
|
| Capital Analysts Inc. |
848 |
- |
2023-12-31 |
634 |
$13,000 |
0 |
|
| CWM LLC |
3265 |
- |
2024-03-31 |
520 |
$11,000 |
0 |
|
| UBS Group AG |
6237 |
- |
2023-12-31 |
355 |
$7,000 |
355 |
|
| Steward Partners Investment Advisory LLC |
2873 |
*New |
2023-12-31 |
300 |
$6,000 |
300 |
|
| Advisory Resource Group |
154 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,239 |
|
| Goss Wealth Management LLC |
3781 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,818 |
|
| ALPHAMARK ADVISORS LLC |
802 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,190 |
|
|
34 Records found
|
1
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