|
Institutional
Holders
Total
Institutions:
|
41 4 |
|
Total
shares held :
|
1,767,444 |
|
% of shares
held :
|
19.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
309,382 |
|
% of shares
held change :
|
3.43% |
|
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 |
CWM LLC |
250 |
- |
2024-03-31 |
286,367 |
$13,067,000 |
98,042 |
|
LPL FINANCIAL CORP |
1272 |
- |
2024-03-31 |
239,341 |
$10,921,000 |
165,326 |
|
Private Advisor Group LLC |
354 |
- |
2024-03-31 |
153,575 |
$7,008,000 |
80,250 |
|
CarsonAllaria Wealth Management Ltd. |
7 |
- |
2024-03-31 |
142,670 |
$6,510,000 |
47,844 |
|
Clarity Asset Management Inc. |
11 |
*New |
2024-03-31 |
102,515 |
$4,678,000 |
102,515 |
|
Bridgewealth Advisory Group LLC |
15 |
- |
2024-03-31 |
97,166 |
$4,434,000 |
-769 |
|
Paulson Wealth Management Inc. |
17 |
- |
2024-03-31 |
84,850 |
$3,872,000 |
1,779 |
|
Feltz Wealth PLAN Inc. |
92 |
- |
2024-03-31 |
68,236 |
$3,114,000 |
-183,852 |
|
BCS Wealth Management |
22 |
- |
2024-03-31 |
65,988 |
$3,011,000 |
12,632 |
|
Advisor Group Holdings Inc. |
1442 |
- |
2024-03-31 |
61,562 |
$2,810,000 |
-36,195 |
|
Econ Financial Services Corp |
19 |
*New |
2024-03-31 |
55,766 |
$2,545,000 |
55,766 |
|
ENVESTNET ASSET MANAGEMENT INC |
2419 |
- |
2024-03-31 |
55,312 |
$2,524,000 |
-42,764 |
|
Orion Portfolio Solutions LLC |
559 |
- |
2024-03-31 |
54,129 |
$2,470,000 |
-1,390 |
|
Chicago Capital LLC |
113 |
*New |
2024-03-31 |
48,228 |
$2,201,000 |
48,228 |
|
Visionary Wealth Advisors |
160 |
- |
2024-03-31 |
46,313 |
$2,113,000 |
6,174 |
|
INTL FCSTONE INC. |
97 |
- |
2024-03-31 |
44,027 |
$2,009,000 |
-6,803 |
|
CLS INVESTMENT FIRM LLC |
494 |
- |
2022-12-31 |
44,626 |
$1,943,000 |
-1,892 |
|
J P MORGAN CHASE & CO |
3052 |
- |
2024-03-31 |
38,149 |
$1,741,000 |
26,255 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1432 |
- |
2024-03-31 |
33,512 |
$1,529,000 |
16,345 |
|
GPS Wealth Strategies Group LLC |
79 |
- |
2024-03-31 |
33,360 |
$1,522,000 |
9,770 |
|
Arrowroot Family Office LLC |
28 |
- |
2024-03-31 |
32,522 |
$1,484,000 |
1,982 |
|
JANE STREET GROUP LLC |
2691 |
- |
2024-03-31 |
30,044 |
$1,371,000 |
30,044 |
|
Goss Wealth Management LLC |
844 |
- |
2024-03-31 |
29,185 |
$1,332,000 |
-2,761 |
|
PAX Financial Group LLC |
76 |
- |
2024-03-31 |
28,076 |
$1,281,000 |
9,198 |
|
Equitable Holdings Inc. |
580 |
- |
2024-03-31 |
25,755 |
$1,175,000 |
624 |
|
SFG Wealth Management LLC. |
26 |
- |
2024-03-31 |
23,212 |
$1,059,000 |
-9,773 |
|
H D Vest Advisory Services |
730 |
- |
2024-03-31 |
22,512 |
$1,027,000 |
2,605 |
|
Hedeker Wealth Management Group LLC |
74 |
*New |
2024-03-31 |
21,958 |
$1,002,000 |
21,958 |
|
Landmark Wealth Management LLC |
43 |
- |
2024-03-31 |
20,093 |
$917,000 |
298 |
|
Summit Investment Advisory Services LLC |
30 |
- |
2024-03-31 |
16,193 |
$739,000 |
2,329 |
|
Crown Wealth Group LLC |
39 |
*New |
2024-03-31 |
15,212 |
$694,000 |
15,212 |
|
Change Path LLC |
488 |
- |
2024-03-31 |
14,188 |
$647,000 |
7,949 |
|
Lokken Investment Group LLC |
74 |
*New |
2024-03-31 |
14,067 |
$642,000 |
14,067 |
|
Premier Path Wealth Partners LLC |
176 |
*New |
2024-03-31 |
12,742 |
$602,000 |
12,742 |
|
Emerald Investment Partners LLC |
182 |
- |
2024-03-31 |
12,454 |
$568,000 |
1,332 |
|
Advisor Resource Council |
101 |
- |
2024-03-31 |
12,413 |
$564,000 |
-11,548 |
|
WETZEL INVESTMENT ADVISORS INC. |
56 |
- |
2024-03-31 |
12,000 |
$540,000 |
0 |
|
FINANCIAL NETWORK |
1912 |
- |
2024-03-31 |
11,189 |
$511,000 |
-459 |
|
Cetera Investment Advisers |
2563 |
*New |
2024-03-31 |
11,189 |
$511,000 |
11,189 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
503 |
*New |
2024-03-31 |
9,808 |
$448,000 |
9,808 |
|
Trademark Financial Management LLC |
56 |
- |
2024-03-31 |
9,599 |
$438,000 |
3,277 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
8,505 |
$386,000 |
1,950 |
|
Laurel Wealth Planning LLC |
42 |
*New |
2024-03-31 |
8,374 |
$382,000 |
8,374 |
|
High Net Worth Advisory Group LLC |
170 |
*New |
2024-03-31 |
6,022 |
$275,000 |
6,022 |
|
PRIVATE CAPITAL MANAGEMENT LLC |
157 |
- |
2024-03-31 |
5,699 |
$260,000 |
-1,155 |
|
JANNEY MONTGOMERY SCOTT LLC |
2457 |
- |
2024-03-31 |
5,229 |
$239,000 |
110 |
|
Kestra Advisory Services LLC |
2176 |
*New |
2024-03-31 |
4,952 |
$226,000 |
4,952 |
|
Financial Futures Ltd Liability Co. |
45 |
*New |
2024-03-31 |
4,509 |
$206,000 |
4,509 |
|
Bordeaux Wealth Advisors LLC |
112 |
*New |
2024-03-31 |
4,465 |
$204,000 |
4,465 |
|
Clear Point Advisors Inc. |
114 |
*New |
2024-03-31 |
2,861 |
$161,000 |
2,861 |
|
IFP Advisors Inc |
1437 |
- |
2023-12-31 |
1,343 |
$61,000 |
13 |
|
Tortoise Investment Management LLC |
570 |
- |
2024-03-31 |
310 |
$14,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2306 |
- |
2024-03-31 |
219 |
$10,000 |
6 |
|
ALLIANZ ASSET MANAGEMENT AG |
1623 |
- |
2024-03-31 |
200 |
$9,000 |
1 |
|
HARBOUR INVESTMENTS INC. |
2683 |
*New |
2023-12-31 |
44 |
$2,000 |
44 |
|
GeoWealth Management LLC |
879 |
*Closed |
2024-03-31 |
0 |
$0 |
-38 |
|
WealthPlan Investment Management LLC |
194 |
*Closed |
2024-03-31 |
0 |
$0 |
-198,734 |
|
MORGAN STANLEY |
7603 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
Sage Mountain Advisors LLC |
416 |
*Closed |
2024-03-31 |
0 |
$0 |
-374 |
|
PROEQUITIES INC. |
9679 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
60 Records found
|
1
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