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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
39  0 |
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Total
shares held :
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1,249,762 |
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% of shares
held :
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83.88% |
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| Changes In:
|
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|
|
New/increased
positions vs
old/decreased
positions :
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4 |
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|
Amount
of shares held :
|
66,762 |
|
|
% of shares
held change :
|
4.48% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Belpointe Asset Management LLC |
12 |
- |
2024-03-31 |
282,334 |
$17,191,000 |
84,901 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
36 |
- |
2024-03-31 |
270,928 |
$16,497,000 |
-4,209 |
|
| Precision Wealth Strategies LLC |
1 |
- |
2024-03-31 |
241,329 |
$14,695,000 |
0 |
|
| UNITED ASSET STRATEGIES, INC. |
53 |
- |
2024-03-31 |
94,250 |
$5,739,000 |
-3,467 |
|
| LINCOLN NATIONAL CORP |
223 |
- |
2024-03-31 |
55,000 |
$3,349,000 |
0 |
|
| Fountainhead AM LLC |
27 |
- |
2024-03-31 |
40,746 |
$2,481,000 |
12,827 |
|
| Ratio Wealth Group |
40 |
- |
2024-03-31 |
36,790 |
$2,240,000 |
0 |
|
| Wealth Alliance |
92 |
- |
2024-03-31 |
28,474 |
$1,734,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
1230 |
- |
2024-03-31 |
25,985 |
$1,582,000 |
2,100 |
|
| Claraphi Advisory Network LLC |
56 |
- |
2022-12-31 |
13,218 |
$1,322,000 |
6,609 |
|
| Atomi Financial Group Inc. |
169 |
- |
2024-03-31 |
18,583 |
$1,132,000 |
8,958 |
|
| Rockefeller Capital Management L.P. |
1242 |
- |
2024-03-31 |
16,785 |
$1,022,000 |
-1,575 |
|
| Kestra Advisory Services LLC |
1237 |
- |
2024-03-31 |
16,349 |
$995,000 |
2,185 |
|
| Keystone Wealth Services LLC |
83 |
- |
2024-03-31 |
15,558 |
$947,000 |
0 |
|
| Mason & Associates Inc |
57 |
- |
2024-03-31 |
9,700 |
$591,000 |
0 |
|
| AE Wealth Management LLC |
931 |
- |
2024-03-31 |
5,242 |
$319,000 |
-64,186 |
|
| MULTIFINANCIAL SECURITIES CORP |
1889 |
- |
2024-03-31 |
5,230 |
$318,000 |
0 |
|
| Synergy Financial Management LLC |
101 |
- |
2024-03-31 |
5,225 |
$318,000 |
0 |
|
| Cetera Investment Advisers |
2955 |
*New |
2024-03-31 |
5,230 |
$318,000 |
5,230 |
|
| Outlook Wealth Advisors LLC |
206 |
- |
2024-03-31 |
4,996 |
$304,000 |
0 |
|
| UBS Group AG |
4419 |
- |
2024-03-31 |
4,950 |
$301,000 |
0 |
|
| Coppell Advisory Solutions LLC |
217 |
- |
2023-12-31 |
3,609 |
$279,000 |
-33 |
|
| Foundations Investment Advisors LLC |
602 |
- |
2024-03-31 |
4,345 |
$265,000 |
452 |
|
| YALE CAPITAL CORP |
398 |
- |
2024-03-31 |
4,200 |
$256,000 |
0 |
|
| FULTON BANK, N.A. |
471 |
- |
2024-03-31 |
4,060 |
$247,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4320 |
- |
2024-03-31 |
3,901 |
$238,000 |
-5,687 |
|
| RMR Wealth Builders |
238 |
*New |
2024-03-31 |
3,823 |
$233,000 |
3,823 |
|
| Coppell Advisory Solutions Corp. |
240 |
- |
2024-03-31 |
3,609 |
$220,000 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3022 |
- |
2024-03-31 |
3,582 |
$218,000 |
0 |
|
| Lokken Investment Group LLC |
129 |
- |
2024-03-31 |
3,574 |
$218,000 |
175 |
|
| Integrated Advisors Network LLC |
670 |
- |
2024-03-31 |
3,350 |
$204,000 |
0 |
|
| MORGAN STANLEY |
5562 |
- |
2024-03-31 |
3,011 |
$183,000 |
-928 |
|
| CWM LLC |
1635 |
- |
2024-03-31 |
2,520 |
$153,000 |
-4,980 |
|
| Advisor Group Holdings Inc. |
4354 |
- |
2024-03-31 |
1,313 |
$80,000 |
0 |
|
| ROYAL BANK OF CANADA |
4897 |
- |
2024-03-31 |
900 |
$55,000 |
-1,160 |
|
| BANK OF AMERICA CORP /DE/ |
5484 |
- |
2024-03-31 |
769 |
$47,000 |
-1,135 |
|
| CAMBRIDGE TRUST CO |
463 |
- |
2024-03-31 |
593 |
$36,000 |
0 |
|
| Creekmur Asset Management LLC |
501 |
- |
2024-03-31 |
145 |
$9,000 |
-120 |
|
| PROEQUITIES INC. |
2413 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2382 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,601 |
|
| Lloyd Advisory Services LLC. |
143 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,158 |
|
| Fortitude Advisory Group L.L.C. |
227 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,567 |
|
| CITADEL ADVISORS LLC |
6410 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,611 |
|
| B.O.S.S. Retirement Advisors LLC |
182 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,115 |
|
| Merit Financial Group LLC |
923 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,150 |
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45 Records found
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1
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