| |
Institutional
Holders
Total
Institutions:
 |
34  5 |
|
|
Total
shares held :
|
409,120 |
|
|
% of shares
held :
|
26.57% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
13,028 |
|
|
% of shares
held change :
|
0.85% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ATRIA INVESTMENTS LLC |
600 |
- |
2023-12-31 |
54,306 |
$1,981,000 |
3,544 |
|
| LPL FINANCIAL CORP |
2551 |
- |
2024-03-31 |
46,072 |
$1,865,000 |
-1,237 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2020 |
- |
2024-03-31 |
33,442 |
$1,353,000 |
3,994 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2816 |
- |
2024-03-31 |
32,740 |
$1,325,000 |
-348 |
|
| MORGAN STANLEY |
4702 |
- |
2024-03-31 |
30,689 |
$1,242,000 |
0 |
|
| Advisor Group Holdings Inc. |
2737 |
- |
2024-03-31 |
15,569 |
$630,000 |
4,792 |
|
| MML INVESTORS SERVICES LLC |
1705 |
- |
2024-03-31 |
14,674 |
$594,000 |
76 |
|
| Brookstone Capital Management |
629 |
- |
2024-03-31 |
11,900 |
$482,000 |
21 |
|
| AE Wealth Management LLC |
826 |
- |
2024-03-31 |
11,722 |
$474,000 |
1,284 |
|
| CREATIVE PLANNING |
1911 |
- |
2024-03-31 |
11,220 |
$454,000 |
-212 |
|
| McCollum Christoferson Group LLC |
50 |
- |
2024-03-31 |
9,200 |
$372,000 |
0 |
|
| Clear Creek Financial Management LLC |
293 |
*New |
2024-03-31 |
9,023 |
$365,000 |
9,023 |
|
| Kingsview Wealth Management LLC |
808 |
- |
2024-03-31 |
7,473 |
$302,000 |
0 |
|
| Private Advisor Group LLC |
1920 |
- |
2024-03-31 |
6,528 |
$264,000 |
-14,616 |
|
| DAVIDSON D A & CO |
1217 |
*New |
2024-03-31 |
6,480 |
$262,000 |
6,480 |
|
| MULTIFINANCIAL SECURITIES CORP |
2021 |
- |
2024-03-31 |
6,462 |
$262,000 |
16 |
|
| FINANCIAL NETWORK |
2407 |
*New |
2024-03-31 |
6,151 |
$249,000 |
6,151 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
611 |
*New |
2024-03-31 |
6,019 |
$244,000 |
6,019 |
|
| Merit Financial Group LLC |
785 |
- |
2024-03-31 |
5,880 |
$228,000 |
0 |
|
| Fairman Group LLC |
50 |
- |
2024-03-31 |
4,924 |
$199,000 |
8 |
|
| Winch Advisory Services LLC |
87 |
- |
2024-03-31 |
4,317 |
$175,000 |
5 |
|
| BerganKDV Wealth Management LLC |
282 |
- |
2023-06-30 |
3,148 |
$107,000 |
1,000 |
|
| CWM LLC |
1848 |
- |
2024-03-31 |
2,539 |
$103,000 |
0 |
|
| JNBA FINANCIAL ADVISORS |
303 |
- |
2024-03-31 |
1,081 |
$44,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3099 |
- |
2024-03-31 |
794 |
$32,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1892 |
- |
2024-03-31 |
610 |
$25,000 |
0 |
|
| S.A. Mason LLC |
285 |
- |
2024-03-31 |
565 |
$23,000 |
45 |
|
| Sugarloaf Wealth Management LLC |
403 |
*New |
2024-03-31 |
500 |
$20,000 |
500 |
|
| Householder Group Estate & Retirement Specialist L |
774 |
- |
2024-03-31 |
305 |
$12,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
244 |
- |
2024-03-31 |
280 |
$11,000 |
-165 |
|
| Goss Wealth Management LLC |
2864 |
- |
2024-03-31 |
238 |
$10,000 |
0 |
|
| Castleview Partners LLC |
551 |
- |
2024-03-31 |
202 |
$8,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2414 |
- |
2023-12-31 |
130 |
$5,000 |
1 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
727 |
- |
2024-03-31 |
75 |
$3,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5474 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,960 |
|
| Global Wealth Management Investment Advisory Inc. |
177 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,100 |
|
| PROEQUITIES INC. |
3593 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ROYAL BANK OF CANADA |
6455 |
*Closed |
2024-03-31 |
0 |
$0 |
-29 |
|
| ADVISORY SERVICES NETWORK, LLC |
2605 |
*Closed |
2024-03-31 |
0 |
$0 |
-245 |
|
| UBS Group AG |
7681 |
*Closed |
2024-03-31 |
0 |
$0 |
-224 |
|
| WorthPointe LLC |
84 |
*Closed |
2024-03-31 |
0 |
$0 |
-71,204 |
|
|
41 Records found
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1
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