|
Institutional
Holders
Total
Institutions:
|
10 10 |
|
Total
shares held :
|
1,392,094 |
|
% of shares
held :
|
15.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
1,392,094 |
|
% of shares
held change :
|
15.47% |
|
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 |
Wealthquest Corp |
7 |
- |
2024-03-31 |
1,432,809 |
$39,273,000 |
572,808 |
|
Advisor Group Holdings Inc. |
902 |
- |
2024-03-31 |
229,446 |
$6,289,000 |
83,954 |
|
CRA Financial Services LLC |
23 |
- |
2024-03-31 |
158,537 |
$4,345,000 |
5,900 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1545 |
- |
2024-03-31 |
99,445 |
$2,726,000 |
59,840 |
|
Comprehensive Financial Consultants Institutional |
39 |
*New |
2024-03-31 |
81,375 |
$2,230,000 |
81,375 |
|
D.B. Root & Company LLC |
33 |
- |
2024-03-31 |
72,488 |
$1,987,000 |
20,985 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1669 |
*New |
2024-03-31 |
67,157 |
$1,841,000 |
67,157 |
|
Capasso Planning Partners LLC |
33 |
- |
2024-03-31 |
53,077 |
$1,455,000 |
2,691 |
|
Brookstone Capital Management |
447 |
- |
2024-03-31 |
42,871 |
$1,175,000 |
18,937 |
|
ADVISORY SERVICES NETWORK, LLC |
697 |
- |
2024-03-31 |
34,783 |
$953,000 |
-23,843 |
|
LINCOLN NATIONAL CORP |
789 |
*New |
2024-03-31 |
16,050 |
$440,000 |
16,050 |
|
Kingsview Wealth Management LLC |
816 |
*New |
2024-03-31 |
10,774 |
$295,000 |
10,774 |
|
CITADEL ADVISORS LLC |
4267 |
*New |
2023-12-31 |
9,002 |
$239,000 |
9,002 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2102 |
*New |
2024-03-31 |
8,079 |
$221,000 |
8,079 |
|
HARBOUR INVESTMENTS INC. |
1791 |
*New |
2023-12-31 |
908 |
$24,000 |
908 |
|
Orion Capital Management LLC |
346 |
*New |
2024-03-31 |
521 |
$14,000 |
521 |
|
PROEQUITIES INC. |
2927 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
17 Records found
|
1
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