|
Institutional
Holders
Total
Institutions:
|
44 2 |
|
Total
shares held :
|
2,150,551 |
|
% of shares
held :
|
23.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
100,872 |
|
% of shares
held change :
|
1.12% |
|
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 |
One + One Wealth Management LLC |
3 |
- |
2024-03-31 |
332,467 |
$6,678,000 |
-58,752 |
|
Clarus Wealth Advisors |
5 |
- |
2024-03-31 |
282,821 |
$5,841,000 |
85,055 |
|
Advisor Group Holdings Inc. |
1136 |
- |
2024-03-31 |
214,228 |
$4,304,000 |
177,478 |
|
AllGen Financial Advisors Inc. |
23 |
- |
2024-03-31 |
146,509 |
$2,943,000 |
-23,914 |
|
Orion Portfolio Solutions LLC |
495 |
- |
2024-03-31 |
143,657 |
$2,885,000 |
11,534 |
|
LPL FINANCIAL CORP |
2227 |
- |
2024-03-31 |
137,427 |
$2,760,000 |
37,578 |
|
JANE STREET GROUP LLC |
1933 |
- |
2024-03-31 |
130,227 |
$2,616,000 |
67,241 |
|
Rockefeller Capital Management L.P. |
959 |
- |
2024-03-31 |
110,272 |
$2,215,000 |
14,642 |
|
Trilogy Capital Inc. |
135 |
*New |
2024-03-31 |
100,827 |
$2,025,000 |
100,827 |
|
Belpointe Asset Management LLC |
136 |
- |
2024-03-31 |
93,437 |
$1,877,000 |
67,086 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1731 |
- |
2024-03-31 |
81,801 |
$1,643,000 |
14,736 |
|
Private Advisor Group LLC |
979 |
- |
2024-03-31 |
71,396 |
$1,434,000 |
1,609 |
|
RAYMOND JAMES & ASSOCIATES |
2388 |
- |
2024-03-31 |
67,607 |
$1,358,000 |
28,955 |
|
Equitable Holdings Inc. |
555 |
- |
2024-03-31 |
63,819 |
$1,282,000 |
-1,590 |
|
SMART PORTFOLIOS, LLC |
22 |
- |
2024-03-31 |
51,358 |
$1,032,000 |
-201 |
|
ENVESTNET ASSET MANAGEMENT INC |
3038 |
- |
2024-03-31 |
47,589 |
$956,000 |
16,328 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1251 |
- |
2024-03-31 |
47,265 |
$949,000 |
20,718 |
|
ROYAL BANK OF CANADA |
3079 |
- |
2024-03-31 |
43,209 |
$868,000 |
4,018 |
|
IFP Advisors Inc |
408 |
- |
2023-12-31 |
42,389 |
$855,000 |
-3,649 |
|
HARBOUR INVESTMENTS INC. |
428 |
- |
2023-12-31 |
38,010 |
$767,000 |
-608 |
|
OLD MISSION CAPITAL LLC |
475 |
- |
2024-03-31 |
35,801 |
$719,000 |
-10,368 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1098 |
- |
2024-03-31 |
35,519 |
$713,000 |
-7,420 |
|
HIGHTOWER ADVISORS, LLC |
2028 |
- |
2024-03-31 |
33,413 |
$675,000 |
375 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2092 |
- |
2024-03-31 |
30,300 |
$609,000 |
3,671 |
|
CITADEL ADVISORS LLC |
3740 |
- |
2024-03-31 |
25,070 |
$504,000 |
-23,730 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
431 |
*New |
2024-03-31 |
22,622 |
$454,000 |
22,622 |
|
Cetera Investment Advisers |
2657 |
*New |
2024-03-31 |
22,444 |
$451,000 |
22,444 |
|
VERUS CAPITAL PARTNERS LLC |
238 |
- |
2024-03-31 |
17,778 |
$357,000 |
400 |
|
FINANCIAL MANAGEMENT NETWORK INC |
122 |
- |
2024-03-31 |
16,403 |
$335,000 |
10 |
|
HBW Advisory Services LLC |
227 |
- |
2024-03-31 |
15,680 |
$316,000 |
0 |
|
Kestra Advisory Services LLC |
1961 |
- |
2024-03-31 |
15,354 |
$308,000 |
3,344 |
|
BlueChip Wealth Advisors LLC |
105 |
- |
2024-03-31 |
13,106 |
$263,000 |
-1,279 |
|
Atria Wealth Solutions Inc. |
1635 |
*New |
2024-03-31 |
12,987 |
$261,000 |
12,987 |
|
Fortis Advisors LLC |
86 |
*New |
2024-03-31 |
12,598 |
$253,000 |
12,598 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3431 |
*New |
2024-03-31 |
12,032 |
$242,000 |
12,032 |
|
Geneos Wealth Management Inc. |
1267 |
- |
2024-03-31 |
1,350 |
$27,000 |
0 |
|
Bogart Wealth LLC |
483 |
- |
2024-03-31 |
1,127 |
$23,000 |
0 |
|
EverSource Wealth Advisors LLC |
1356 |
- |
2024-03-31 |
803 |
$16,000 |
0 |
|
Eagle Bay Advisors LLC |
497 |
- |
2024-03-31 |
755 |
$15,000 |
240 |
|
Ronald Blue Trust Inc. |
1667 |
*New |
2024-03-31 |
192 |
$4,000 |
192 |
|
EPG Wealth Management LLC |
418 |
*New |
2024-03-31 |
195 |
$4,000 |
195 |
|
NAPA WEALTH MANAGEMENT |
28 |
- |
2023-12-31 |
106,041 |
$2,000 |
0 |
|
Sound Financial Strategies Group LLC |
69 |
- |
2024-03-31 |
89 |
$2,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1535 |
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
WELLS FARGO & CO/MN |
5785 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
UBS Group AG |
7275 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,278 |
|
PRIVATE TRUST CO NA |
2203 |
*Closed |
2024-03-31 |
0 |
$0 |
-145 |
|
FLOW TRADERS U.S. LLC |
856 |
*Closed |
2024-03-31 |
0 |
$0 |
-148,639 |
|
AlphaCore Capital LLC |
216 |
*Closed |
2024-03-31 |
0 |
$0 |
-427 |
|
Feltz Wealth PLAN Inc. |
321 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,283 |
|
Stratos Wealth Partners LTD. |
1377 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,411 |
|
PROEQUITIES INC. |
8052 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7769 |
- |
2024-03-31 |
2 |
$0 |
-267 |
|
Caitlin John LLC |
874 |
- |
2023-12-31 |
11 |
$0 |
0 |
|
|
54 Records found
|
1
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