| |
Institutional
Holders
Total
Institutions:
 |
40  7 |
|
|
Total
shares held :
|
2,997,822 |
|
|
% of shares
held :
|
29.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
|
Amount
of shares held :
|
500,749 |
|
|
% of shares
held change :
|
4.93% |
|
| 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 |
  COMMONWEALTH EQUITY SERVICES LLC. |
278 |
- |
2024-03-31 |
1,193,712 |
$40,419,000 |
-37,288 |
|
| Kestra Advisory Services LLC |
390 |
- |
2024-03-31 |
221,730 |
$7,508,000 |
156 |
|
| RAYMOND JAMES & ASSOCIATES |
1375 |
- |
2024-03-31 |
200,543 |
$6,790,000 |
393 |
|
| Advisor Group Holdings Inc. |
971 |
- |
2024-03-31 |
162,354 |
$5,497,000 |
-83,650 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13 |
- |
2024-03-31 |
139,423 |
$4,721,000 |
-2,699 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2244 |
- |
2024-03-31 |
98,042 |
$3,320,000 |
14,229 |
|
| CENTAURUS FINANCIAL INC. |
109 |
- |
2024-03-31 |
88,349 |
$2,991,000 |
-2,292 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1463 |
- |
2024-03-31 |
81,724 |
$2,767,000 |
3,216 |
|
| Compass Advisory Group LLC |
15 |
- |
2024-03-31 |
81,498 |
$2,760,000 |
-52 |
|
| Atria Wealth Solutions Inc. |
527 |
- |
2024-03-31 |
79,783 |
$2,701,000 |
-4,961 |
|
| Strategic Blueprint LLC |
114 |
- |
2024-03-31 |
76,647 |
$2,595,000 |
-359 |
|
| PFG Advisors |
156 |
- |
2024-03-31 |
64,654 |
$2,189,000 |
0 |
|
| Long Island Wealth Management Inc. |
30 |
- |
2024-03-31 |
37,620 |
$1,274,000 |
-7,921 |
|
| LPL FINANCIAL CORP |
2960 |
- |
2024-03-31 |
35,505 |
$1,202,000 |
8,424 |
|
| FINANCIAL NETWORK |
1375 |
- |
2024-03-31 |
33,162 |
$1,123,000 |
302 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1685 |
- |
2024-03-31 |
31,234 |
$1,058,000 |
0 |
|
| Envestnet Portfolio Solutions Inc. |
825 |
- |
2024-03-31 |
31,154 |
$1,055,000 |
828 |
|
| WEALTHSOURCE PARTNERS LLC |
192 |
- |
2023-12-31 |
31,657 |
$1,036,000 |
0 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
269 |
- |
2024-03-31 |
27,643 |
$936,000 |
-10,979 |
|
| JANE STREET GROUP LLC |
3157 |
*New |
2024-03-31 |
27,565 |
$933,000 |
27,565 |
|
| MULTIFINANCIAL SECURITIES CORP |
1212 |
- |
2024-03-31 |
26,587 |
$900,000 |
3,021 |
|
| DHJJ Financial Advisors Ltd. |
62 |
- |
2024-03-31 |
20,133 |
$682,000 |
-525 |
|
| LINCOLN NATIONAL CORP |
680 |
- |
2024-03-31 |
17,616 |
$596,000 |
-235 |
|
| Cetera Investment Advisers |
1138 |
- |
2024-03-31 |
17,119 |
$580,000 |
-10,528 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3267 |
- |
2024-03-31 |
16,831 |
$570,000 |
-32,655 |
|
| CITADEL ADVISORS LLC |
3753 |
- |
2024-03-31 |
14,684 |
$497,000 |
4,540 |
|
| Certified Advisory Corp |
178 |
- |
2024-03-31 |
13,634 |
$462,000 |
-90 |
|
| Spire Wealth Management |
548 |
- |
2024-03-31 |
13,209 |
$447,000 |
-1 |
|
| Diligent Investors LLC |
220 |
- |
2024-03-31 |
11,410 |
$386,000 |
0 |
|
| Wealth Group Ltd. |
95 |
- |
2024-03-31 |
10,452 |
$354,000 |
0 |
|
| HB Wealth Management LLC |
621 |
- |
2024-03-31 |
9,908 |
$335,000 |
0 |
|
| PANORAMIC INVESTMENT ADVISORS LLC |
98 |
- |
2024-03-31 |
7,500 |
$254,000 |
0 |
|
| Clear Point Advisors Inc. |
94 |
- |
2024-03-31 |
7,306 |
$247,000 |
0 |
|
| OLD MISSION CAPITAL LLC |
748 |
*New |
2024-03-31 |
6,870 |
$233,000 |
6,870 |
|
| Private Advisor Group LLC |
2040 |
- |
2024-03-31 |
6,600 |
$223,000 |
0 |
|
| Belpointe Asset Management LLC |
706 |
*New |
2024-03-31 |
6,490 |
$220,000 |
6,490 |
|
| FIRST HEARTLAND CONSULTANTS INC |
409 |
- |
2024-03-31 |
5,923 |
$201,000 |
-3,012 |
|
| HARBOUR INVESTMENTS INC. |
874 |
- |
2023-12-31 |
5,774 |
$189,000 |
2,637 |
|
| Allianz Investment Management U.S. LLC |
32 |
- |
2024-03-31 |
5,000 |
$169,000 |
0 |
|
| IFP Advisors Inc |
1022 |
- |
2023-12-31 |
4,941 |
$162,000 |
2,915 |
|
| UBS Group AG |
4865 |
- |
2024-03-31 |
4,351 |
$147,000 |
1,834 |
|
| AdvisorNet Financial Inc |
621 |
- |
2024-03-31 |
3,070 |
$104,000 |
-1,000 |
|
| Farther Finance Advisors LLC |
2604 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
7911 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Change Path LLC |
896 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,414 |
|
| FMR LLC |
5512 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
|
46 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
|
|
|
