|
Institutional
Holders
Total
Institutions:
|
25 2 |
|
Total
shares held :
|
781,004 |
|
% of shares
held :
|
70.36% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-7,157 |
|
% of shares
held change :
|
-0.64% |
|
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 |
Pacer Advisors Inc. |
274 |
- |
2024-03-31 |
503,758 |
$21,400,000 |
73,731 |
|
Modern Wealth Management LLC |
27 |
- |
2024-03-31 |
162,316 |
$6,847,000 |
9,120 |
|
Barber Financial Group Inc. |
14 |
- |
2023-03-31 |
189,143 |
$6,550,000 |
87,543 |
|
Cetera Investment Advisers |
1451 |
*New |
2024-03-31 |
52,883 |
$2,246,000 |
52,883 |
|
CITADEL ADVISORS LLC |
2330 |
- |
2024-03-31 |
51,203 |
$2,175,000 |
51,203 |
|
LPL FINANCIAL CORP |
2758 |
- |
2024-03-31 |
35,427 |
$1,505,000 |
10,121 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2297 |
- |
2024-03-31 |
28,798 |
$1,223,000 |
-3,645 |
|
MULTIFINANCIAL SECURITIES CORP |
1074 |
- |
2024-03-31 |
27,897 |
$1,185,000 |
2,005 |
|
FINANCIAL NETWORK |
1420 |
- |
2024-03-31 |
24,986 |
$1,061,000 |
7,830 |
|
GOLDMAN SACHS GROUP INC/ |
3578 |
*New |
2024-03-31 |
23,220 |
$986,000 |
23,220 |
|
SMART PORTFOLIOS, LLC |
43 |
- |
2024-03-31 |
14,120 |
$600,000 |
-367 |
|
H D Vest Advisory Services |
975 |
- |
2024-03-31 |
13,325 |
$566,000 |
3,749 |
|
Advisor Group Holdings Inc. |
2876 |
- |
2024-03-31 |
12,391 |
$526,000 |
10,615 |
|
HIGHTOWER ADVISORS, LLC |
2229 |
- |
2024-03-31 |
12,074 |
$514,000 |
-390 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2787 |
- |
2024-03-31 |
11,722 |
$498,000 |
-1,814 |
|
Cornerstone Wealth Management LLC |
339 |
- |
2024-03-31 |
10,943 |
$465,000 |
-45 |
|
Wealthcare Advisory Partners LLC |
592 |
- |
2024-03-31 |
9,133 |
$388,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2052 |
- |
2024-03-31 |
7,549 |
$321,000 |
51 |
|
ENVESTNET ASSET MANAGEMENT INC |
3717 |
- |
2024-03-31 |
6,703 |
$285,000 |
315 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2778 |
*New |
2024-03-31 |
6,303 |
$268,000 |
6,303 |
|
Kestra Advisory Services LLC |
2239 |
*New |
2024-03-31 |
4,837 |
$205,000 |
4,837 |
|
PRINCIPAL SECURITIES INC. |
2262 |
- |
2024-03-31 |
260 |
$11,000 |
0 |
|
Geneos Wealth Management Inc. |
1602 |
- |
2024-03-31 |
192 |
$8,000 |
-62 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
544 |
- |
2024-03-31 |
163 |
$7,000 |
0 |
|
AdvisorNet Financial Inc |
1405 |
- |
2024-03-31 |
135 |
$6,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2432 |
- |
2023-12-31 |
142 |
$5,000 |
0 |
|
NAPA WEALTH MANAGEMENT |
47 |
- |
2023-12-31 |
23,213 |
$1,000 |
0 |
|
HHM Wealth Advisors LLC |
700 |
*New |
2024-03-31 |
24 |
$1,000 |
24 |
|
Stratos Wealth Advisors LLC |
668 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,249 |
|
PROEQUITIES INC. |
3577 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7484 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,218 |
|
WELLS FARGO & CO/MN |
6506 |
- |
2024-03-31 |
1 |
$0 |
-406 |
|
MORGAN STANLEY |
7509 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
ADVISORY SERVICES NETWORK, LLC |
3669 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,310 |
|
|
34 Records found
|
1
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