|
Institutional
Holders
Total
Institutions:
|
46 2 |
|
Total
shares held :
|
1,228,581 |
|
% of shares
held :
|
22.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
Amount
of shares held :
|
-149,031 |
|
% of shares
held change :
|
-2.69% |
|
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 |
FRANKLIN RESOURCES INC |
692 |
- |
2024-03-31 |
338,357 |
$30,503,000 |
-14,706 |
|
Wealthcare Advisory Partners LLC |
36 |
- |
2024-03-31 |
200,870 |
$18,109,000 |
22,929 |
|
BANK OF AMERICA CORP /DE/ |
2889 |
- |
2024-03-31 |
61,031 |
$5,502,000 |
269 |
|
JANE STREET GROUP LLC |
1231 |
- |
2024-03-31 |
58,415 |
$5,266,000 |
13,600 |
|
M HOLDINGS SECURITIES, INC. |
26 |
- |
2024-03-31 |
54,991 |
$4,958,000 |
-8,638 |
|
LPL FINANCIAL CORP |
1853 |
- |
2024-03-31 |
50,285 |
$4,533,000 |
9,823 |
|
Financial & Tax Architects LLC |
35 |
- |
2024-03-31 |
40,870 |
$3,685,000 |
17,643 |
|
RAYMOND JAMES & ASSOCIATES |
1980 |
- |
2024-03-31 |
29,177 |
$2,630,000 |
-52,682 |
|
Advisor Group Holdings Inc. |
1550 |
- |
2024-03-31 |
26,880 |
$2,423,000 |
-2,656 |
|
MORGAN STANLEY |
4361 |
- |
2024-03-31 |
26,031 |
$2,347,000 |
383 |
|
Farther Finance Advisors LLC |
124 |
- |
2024-03-31 |
25,605 |
$2,297,000 |
-1,412 |
|
KINGSWOOD WEALTH ADVISORS LLC |
110 |
- |
2024-03-31 |
21,000 |
$1,893,000 |
0 |
|
ROYAL BANK OF CANADA |
2571 |
- |
2024-03-31 |
20,307 |
$1,831,000 |
-390 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1761 |
- |
2024-03-31 |
17,379 |
$1,567,000 |
576 |
|
UBS Group AG |
3175 |
- |
2024-03-31 |
17,322 |
$1,562,000 |
-1,972 |
|
FLOW TRADERS U.S. LLC |
220 |
*New |
2024-03-31 |
16,914 |
$1,525,000 |
16,914 |
|
ENVESTNET ASSET MANAGEMENT INC |
2749 |
- |
2024-03-31 |
16,471 |
$1,485,000 |
234 |
|
CIBC WORLD MARKETS INC. |
662 |
- |
2024-03-31 |
15,829 |
$1,427,000 |
-616 |
|
Stratos Wealth Partners LTD. |
576 |
- |
2024-03-31 |
13,271 |
$1,196,000 |
1,604 |
|
Cetera Investment Advisers |
1966 |
- |
2024-03-31 |
12,550 |
$1,131,000 |
4,499 |
|
WELLS FARGO & CO/MN |
2942 |
- |
2024-03-31 |
12,224 |
$1,102,000 |
-5,580 |
|
SAVANT CAPITAL MANAGEMENT INC |
514 |
- |
2024-03-31 |
12,096 |
$1,090,000 |
-3,822 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2197 |
- |
2024-03-31 |
11,488 |
$1,036,000 |
-307 |
|
Koshinski Asset Management Inc. |
221 |
- |
2024-03-31 |
9,998 |
$901,000 |
-8,773 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3379 |
- |
2024-03-31 |
5,755 |
$519,000 |
3,277 |
|
FINANCIAL NETWORK |
2059 |
- |
2024-03-31 |
4,541 |
$409,000 |
285 |
|
Laidlaw Wealth Management LLC |
118 |
- |
2024-03-31 |
4,151 |
$374,000 |
-326 |
|
Berger Financial Group Inc |
254 |
- |
2024-03-31 |
3,879 |
$350,000 |
-300 |
|
Intrua Financial LLC |
235 |
- |
2023-03-31 |
3,773 |
$340,000 |
30 |
|
U.S. Capital Wealth Advisors LLC |
570 |
- |
2024-03-31 |
3,285 |
$296,000 |
0 |
|
TWO SIGMA SECURITIES LLC |
673 |
*New |
2024-03-31 |
3,137 |
$283,000 |
3,137 |
|
VERUS CAPITAL PARTNERS LLC |
285 |
- |
2024-03-31 |
2,817 |
$254,000 |
-49 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2830 |
- |
2024-03-31 |
2,738 |
$247,000 |
-66 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1113 |
- |
2024-03-31 |
2,546 |
$230,000 |
-407 |
|
Key Client Fiduciary Advisors LLC |
156 |
*New |
2024-03-31 |
2,544 |
$229,000 |
2,544 |
|
CITADEL ADVISORS LLC |
4500 |
- |
2024-03-31 |
2,412 |
$217,000 |
-39,737 |
|
Sunbelt Securities Inc. |
557 |
- |
2024-03-31 |
1,952 |
$176,000 |
-74 |
|
PRINCIPAL SECURITIES INC. |
1402 |
- |
2024-03-31 |
773 |
$70,000 |
-1,710 |
|
Key Financial Inc |
434 |
- |
2024-03-31 |
568 |
$51,000 |
0 |
|
Westside Investment Management Inc. |
364 |
- |
2024-03-31 |
500 |
$45,000 |
0 |
|
Continuum Advisory LLC |
634 |
*New |
2024-03-31 |
460 |
$41,000 |
460 |
|
Geneos Wealth Management Inc. |
1375 |
- |
2024-03-31 |
209 |
$19,000 |
53 |
|
Sound Income Strategies LLC |
1041 |
- |
2024-03-31 |
27 |
$2,000 |
0 |
|
Financial Gravity Wealth Inc. |
1033 |
- |
2024-03-31 |
17 |
$1,000 |
10 |
|
PROEQUITIES INC. |
2271 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Vivaldi Asset Management LLC |
122 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,881 |
|
Tennessee Valley Asset Management Partners |
132 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,873 |
|
MERCER GLOBAL ADVISORS INC /ADV |
2044 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,881 |
|
IFP Advisors Inc |
2975 |
*Closed |
2023-12-31 |
0 |
$0 |
-114 |
|
V Wealth ManagementLLC |
261 |
*Closed |
2023-09-30 |
0 |
$0 |
-7,063 |
|
EQIS CAPITAL MANAGEMENT, INC. |
816 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,228 |
|
Integrated Wealth Concepts LLC |
1640 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,981 |
|
BB&T CORP |
2713 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,082 |
|
|
53 Records found
|
1
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