|
Institutional
Holders
Total
Institutions:
|
61 1 |
|
Total
shares held :
|
4,173,991 |
|
% of shares
held :
|
46.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
495,308 |
|
% of shares
held change :
|
5.5% |
|
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 |
Inspire Advisors LLC |
5 |
- |
2024-03-31 |
1,311,908 |
$49,315,000 |
-3,153 |
|
CWM Advisors LLC |
7 |
- |
2024-03-31 |
329,900 |
$12,401,000 |
-20,573 |
|
PAX Financial Group LLC |
7 |
- |
2024-03-31 |
299,275 |
$11,250,000 |
-7,027 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
22 |
- |
2024-03-31 |
281,423 |
$10,579,000 |
-63,568 |
|
Legacy Wealth Asset Management LLC |
5 |
- |
2024-03-31 |
149,185 |
$5,608,000 |
10,070 |
|
CWM LLC |
422 |
- |
2024-03-31 |
127,004 |
$4,774,000 |
2,926 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
39 |
- |
2024-03-31 |
125,554 |
$4,720,000 |
-34,557 |
|
OneAscent Financial Services LLC |
40 |
- |
2024-03-31 |
113,087 |
$4,251,000 |
6,239 |
|
AlphaStar Capital Management LLC |
36 |
- |
2024-03-31 |
100,302 |
$3,770,000 |
-2,320 |
|
GTS SECURITIES LLC |
213 |
- |
2024-03-31 |
96,776 |
$3,638,000 |
38,298 |
|
ATRIA INVESTMENTS LLC |
457 |
- |
2024-03-31 |
90,574 |
$3,405,000 |
109 |
|
UBS Group AG |
2583 |
- |
2024-03-31 |
83,759 |
$3,149,000 |
21,397 |
|
LPL FINANCIAL CORP |
2191 |
- |
2024-03-31 |
76,595 |
$2,879,000 |
31,232 |
|
Financial Advocates Investment Management |
176 |
- |
2024-03-31 |
56,102 |
$2,109,000 |
-1,631 |
|
Belpointe Asset Management LLC |
124 |
- |
2024-03-31 |
54,579 |
$2,052,000 |
-9,573 |
|
Range Financial Group LLC |
30 |
- |
2024-03-31 |
45,698 |
$1,718,000 |
2,099 |
|
Focus Financial Network Inc. |
191 |
- |
2024-03-31 |
46,943 |
$1,674,000 |
0 |
|
Frontier Asset Management LLC |
38 |
- |
2024-03-31 |
41,682 |
$1,567,000 |
-5,370 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1424 |
- |
2024-03-31 |
40,938 |
$1,539,000 |
3,223 |
|
Advisor Group Holdings Inc. |
1898 |
- |
2024-03-31 |
40,757 |
$1,532,000 |
-32,796 |
|
Sowell Financial Services LLC |
295 |
- |
2024-03-31 |
36,274 |
$1,369,000 |
-1,492 |
|
Strategic Blueprint LLC |
236 |
- |
2024-03-31 |
28,153 |
$1,058,000 |
-776 |
|
OLD MISSION CAPITAL LLC |
414 |
- |
2024-03-31 |
23,689 |
$890,000 |
-10,865 |
|
Atria Wealth Solutions Inc. |
988 |
- |
2024-03-31 |
22,071 |
$833,000 |
-20 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2184 |
- |
2024-03-31 |
21,048 |
$791,000 |
-365 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
381 |
- |
2023-12-31 |
19,781 |
$706,000 |
0 |
|
AMARILLO NATIONAL BANK |
55 |
- |
2024-03-31 |
17,644 |
$663,000 |
0 |
|
Harvest Investment Services LLC |
99 |
- |
2024-03-31 |
14,948 |
$562,000 |
-176 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2752 |
- |
2024-03-31 |
13,892 |
$522,000 |
6,810 |
|
Paradiem LLC |
85 |
- |
2024-03-31 |
13,830 |
$520,000 |
-148,833 |
|
ENVESTNET ASSET MANAGEMENT INC |
3430 |
- |
2024-03-31 |
12,690 |
$477,000 |
-6,571 |
|
PFG FINANCIAL ADVISORS |
172 |
- |
2024-03-31 |
10,988 |
$413,000 |
300 |
|
Cetera Investment Advisers |
2744 |
- |
2024-03-31 |
10,948 |
$412,000 |
-3,680 |
|
SILVER OAK SECURITIES Inc |
254 |
- |
2024-03-31 |
10,849 |
$408,000 |
600 |
|
Envestnet Portfolio Solutions Inc. |
1253 |
- |
2024-03-31 |
9,796 |
$368,000 |
650 |
|
EverSource Wealth Advisors LLC |
313 |
- |
2024-03-31 |
9,585 |
$342,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1859 |
*New |
2024-03-31 |
8,797 |
$331,000 |
8,797 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4182 |
*New |
2024-03-31 |
7,100 |
$267,000 |
7,100 |
|
CAPTRUST FINANCIAL ADVISORS |
1851 |
*New |
2024-03-31 |
6,863 |
$258,000 |
6,863 |
|
HOWE & RUSLING INC |
224 |
- |
2024-03-31 |
6,522 |
$245,000 |
0 |
|
ROYAL BANK OF CANADA |
4063 |
- |
2024-03-31 |
5,802 |
$218,000 |
18 |
|
Swisher Financial Concepts Inc. |
78 |
- |
2024-03-31 |
5,890 |
$218,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2326 |
- |
2024-03-31 |
5,515 |
$207,000 |
-390 |
|
HHM Wealth Advisors LLC |
171 |
- |
2024-03-31 |
4,040 |
$152,000 |
0 |
|
Geneos Wealth Management Inc. |
1043 |
- |
2024-03-31 |
1,415 |
$53,000 |
0 |
|
MORGAN STANLEY |
5997 |
- |
2024-03-31 |
1,300 |
$49,000 |
-500 |
|
Goss Wealth Management LLC |
2383 |
- |
2024-03-31 |
1,000 |
$38,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
547 |
- |
2024-03-31 |
897 |
$34,000 |
0 |
|
Venturi Wealth Management LLC |
660 |
- |
2024-03-31 |
703 |
$26,000 |
53 |
|
GPS Wealth Strategies Group LLC |
667 |
- |
2024-03-31 |
658 |
$25,000 |
-50 |
|
Bare Financial Services Inc |
67 |
*New |
2024-03-31 |
693 |
$25,000 |
693 |
|
NBC SECURITIES INC. |
1652 |
- |
2024-03-31 |
313 |
$11,000 |
0 |
|
Winch Advisory Services LLC |
262 |
- |
2024-03-31 |
228 |
$9,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2415 |
- |
2024-03-31 |
214 |
$8,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2936 |
- |
2024-03-31 |
135 |
$5,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
535 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2690 |
- |
2023-12-31 |
64 |
$2,000 |
0 |
|
FMR LLC |
4595 |
- |
2024-03-31 |
25 |
$1,000 |
0 |
|
J P MORGAN CHASE & CO |
5486 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,630 |
|
JANE STREET GROUP LLC |
5450 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,626 |
|
WELLS FARGO & CO/MN |
6384 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6231 |
*Closed |
2024-03-31 |
0 |
$0 |
-114,739 |
|
AE Wealth Management LLC |
1860 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,941 |
|
PROEQUITIES INC. |
9998 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Well Done LLC |
197 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,386 |
|
Ambassador Advisors LLC |
316 |
*Closed |
2024-03-31 |
0 |
$0 |
-302 |
|
|
66 Records found
|
1
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