| |
Institutional
Holders
Total
Institutions:
 |
35  3 |
|
|
Total
shares held :
|
2,860,774 |
|
|
% of shares
held :
|
31.79% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
70,258 |
|
|
% of shares
held change :
|
0.78% |
|
| 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 |
  Advisor Group Holdings Inc. |
711 |
- |
2024-03-31 |
269,706 |
$9,672,000 |
-232,040 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1191 |
- |
2024-03-31 |
132,905 |
$4,766,000 |
-94,890 |
|
| JANE STREET GROUP LLC |
2609 |
- |
2024-03-31 |
40,952 |
$1,469,000 |
40,952 |
|
| Cetera Investment Advisers |
1826 |
- |
2024-03-31 |
37,811 |
$1,356,000 |
37,811 |
|
| OLD MISSION CAPITAL LLC |
356 |
*New |
2024-03-31 |
31,800 |
$1,140,000 |
31,800 |
|
| Family Wealth Group LLC |
21 |
- |
2023-12-31 |
29,558 |
$993,000 |
0 |
|
| FINANCIAL NETWORK |
1527 |
- |
2024-03-31 |
25,259 |
$906,000 |
500 |
|
| AE Wealth Management LLC |
668 |
- |
2024-03-31 |
25,055 |
$898,000 |
-1,602,901 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3085 |
- |
2024-03-31 |
24,876 |
$892,000 |
-1,656 |
|
| Truadvice LLC |
106 |
- |
2023-09-30 |
18,656 |
$589,000 |
0 |
|
| MML INVESTORS SERVICES LLC |
1719 |
- |
2024-03-31 |
16,036 |
$575,000 |
-146 |
|
| MONEY CONCEPTS CAPITAL CORP |
277 |
- |
2024-03-31 |
15,052 |
$540,000 |
-305 |
|
| Kaye Capital Management |
26 |
- |
2024-03-31 |
14,720 |
$528,000 |
-1,893 |
|
| LPL FINANCIAL CORP |
3738 |
*New |
2024-03-31 |
13,475 |
$483,000 |
13,475 |
|
| MULTIFINANCIAL SECURITIES CORP |
1701 |
- |
2024-03-31 |
11,802 |
$423,000 |
-500 |
|
| CITADEL ADVISORS LLC |
4076 |
- |
2024-03-31 |
9,700 |
$348,000 |
9,700 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3952 |
- |
2024-03-31 |
9,026 |
$324,000 |
-9,471 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
527 |
- |
2024-03-31 |
8,220 |
$295,000 |
314 |
|
| HRT FINANCIAL LLC |
1477 |
*New |
2024-03-31 |
8,129 |
$291,000 |
8,129 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2721 |
- |
2024-03-31 |
7,959 |
$285,000 |
0 |
|
| Kestra Advisory Services LLC |
2080 |
- |
2024-03-31 |
7,275 |
$261,000 |
-200 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
159 |
- |
2024-03-31 |
7,044 |
$253,000 |
-40 |
|
| Focus Financial Network Inc. |
538 |
- |
2024-03-31 |
7,227 |
$253,000 |
0 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
633 |
- |
2023-12-31 |
7,227 |
$243,000 |
0 |
|
| H D Vest Advisory Services |
1418 |
- |
2024-03-31 |
6,763 |
$243,000 |
0 |
|
| TOWNSQUARE CAPITAL LLC |
1106 |
- |
2024-03-31 |
6,171 |
$221,000 |
-592 |
|
| Financial Network Wealth Advisors LLC |
108 |
- |
2024-03-31 |
6,171 |
$221,000 |
-592 |
|
| CENTAURUS FINANCIAL INC. |
602 |
- |
2024-03-31 |
5,843 |
$210,000 |
-480 |
|
| Farther Finance Advisors LLC |
807 |
- |
2024-03-31 |
4,000 |
$143,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
219 |
- |
2024-03-31 |
1,768 |
$63,000 |
-48 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
710 |
- |
2024-03-31 |
1,500 |
$54,000 |
0 |
|
| UBS Group AG |
5328 |
- |
2024-03-31 |
1,311 |
$47,000 |
1,001 |
|
| Allianz Investment Management U.S. LLC |
38 |
- |
2024-03-31 |
1,310 |
$47,000 |
0 |
|
| US BANCORP |
2823 |
*New |
2024-03-31 |
1,000 |
$36,000 |
1,000 |
|
| AdvisorNet Financial Inc |
898 |
- |
2024-03-31 |
1,000 |
$36,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1752 |
- |
2023-12-31 |
743 |
$25,000 |
443 |
|
| HANSON MCCLAIN, INC. |
2389 |
*New |
2024-03-31 |
129 |
$5,000 |
129 |
|
| Sound Income Strategies LLC |
1025 |
*New |
2024-03-31 |
56 |
$2,000 |
56 |
|
| Pineridge Advisors LLC |
453 |
- |
2024-03-31 |
57 |
$2,000 |
-206 |
|
| J P MORGAN CHASE & CO |
5308 |
- |
2024-03-31 |
40 |
$1,000 |
-352 |
|
| PROEQUITIES INC. |
2305 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
987 |
*New |
2023-12-31 |
4 |
$0 |
4 |
|
| Csenge Advisory Group |
732 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,029 |
|
| Richard W. Paul & Associates LLC |
498 |
*Closed |
2024-03-31 |
0 |
$0 |
-21 |
|
| B.O.S.S. Retirement Advisors LLC |
176 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,894 |
|
| Lloyd Advisory Services LLC. |
150 |
*Closed |
2024-03-31 |
0 |
$0 |
-45,443 |
|
| Wealthquest Corp |
136 |
*Closed |
2024-03-31 |
0 |
$0 |
-171,680 |
|
| Atria Wealth Solutions Inc. |
2064 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,939 |
|
| Great Lakes Retirement Inc. |
229 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,460 |
|
|
49 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
