|
Institutional
Holders
Total
Institutions:
|
38 2 |
|
Total
shares held :
|
8,233,558 |
|
% of shares
held :
|
81.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
847,161 |
|
% of shares
held change :
|
8.39% |
|
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 |
HANSON MCCLAIN, INC. |
46 |
- |
2024-03-31 |
1,219,386 |
$32,936,000 |
625,675 |
|
Advisor Group Holdings Inc. |
301 |
- |
2024-03-31 |
1,096,487 |
$29,615,000 |
-37,747 |
|
Cetera Investment Advisers |
355 |
- |
2024-03-31 |
830,120 |
$22,422,000 |
490,784 |
|
RETIREMENT GUYS FORMULA LLC |
1 |
- |
2024-03-31 |
635,844 |
$17,174,000 |
40,340 |
|
MML INVESTORS SERVICES LLC |
294 |
- |
2024-03-31 |
606,490 |
$16,381,000 |
81,135 |
|
MULTIFINANCIAL SECURITIES CORP |
157 |
- |
2024-03-31 |
580,596 |
$15,682,000 |
417,860 |
|
Truadvice LLC |
1 |
- |
2023-09-30 |
628,430 |
$15,566,000 |
67,580 |
|
Signal Advisors Wealth LLC |
1 |
- |
2024-03-31 |
567,915 |
$15,339,000 |
10,096 |
|
MARIPAU WEALTH MANAGEMENT LLC |
1 |
- |
2024-03-31 |
567,915 |
$15,339,000 |
9,842 |
|
ENVESTNET ASSET MANAGEMENT INC |
1266 |
- |
2024-03-31 |
560,267 |
$15,133,000 |
206,191 |
|
Kestra Advisory Services LLC |
218 |
- |
2024-03-31 |
533,066 |
$14,398,000 |
37,718 |
|
ATRIA INVESTMENTS LLC |
131 |
- |
2024-03-31 |
478,834 |
$12,933,000 |
-63,087 |
|
Financial Strategies Group Inc. |
10 |
*New |
2024-03-31 |
416,102 |
$11,222,000 |
416,102 |
|
Brookstone Capital Management |
154 |
- |
2024-03-31 |
328,290 |
$8,867,000 |
13,898 |
|
New Century Financial Group LLC |
2 |
- |
2024-03-31 |
312,900 |
$8,451,000 |
122,874 |
|
LPL FINANCIAL CORP |
1524 |
- |
2024-03-31 |
270,604 |
$7,309,000 |
-2,182 |
|
FINANCIAL NETWORK |
580 |
- |
2024-03-31 |
207,734 |
$5,611,000 |
11,970 |
|
ODonnell Financial Services LLC |
13 |
- |
2024-03-31 |
195,100 |
$5,270,000 |
-427,081 |
|
Belpointe Asset Management LLC |
58 |
*New |
2024-03-31 |
151,434 |
$4,090,000 |
151,434 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
864 |
- |
2024-03-31 |
149,827 |
$4,047,000 |
53,848 |
|
Sigma Planning Corp |
171 |
- |
2024-03-31 |
142,204 |
$3,841,000 |
65,909 |
|
ADVISORY SERVICES NETWORK, LLC |
352 |
- |
2024-03-31 |
107,498 |
$2,904,000 |
11,206 |
|
Chicago Partners Investment Group LLC |
157 |
- |
2024-03-31 |
101,985 |
$2,725,000 |
5,366 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1627 |
- |
2024-03-31 |
91,012 |
$2,458,000 |
23,414 |
|
FINANCIAL ARCHITECTS INC |
58 |
*New |
2023-06-30 |
97,224 |
$2,365,000 |
97,224 |
|
HIGHTOWER ADVISORS, LLC |
1434 |
- |
2024-03-31 |
71,331 |
$1,925,000 |
-16,083 |
|
H D Vest Advisory Services |
632 |
- |
2024-03-31 |
52,970 |
$1,431,000 |
-22,747 |
|
Independent Wealth Network Inc. |
39 |
- |
2024-03-31 |
51,095 |
$1,380,000 |
-108 |
|
Ergawealth Advisors Inc. |
16 |
- |
2024-03-31 |
50,829 |
$1,373,000 |
7,226 |
|
Cedar Brook Financial Partners LLC |
91 |
- |
2024-03-31 |
48,358 |
$1,306,000 |
11,198 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
487 |
- |
2024-03-31 |
47,941 |
$1,295,000 |
11,444 |
|
Centric Wealth Management |
80 |
- |
2024-03-31 |
26,238 |
$700,000 |
14,306 |
|
Patriot Financial Group Insurance Agency LLC |
221 |
*New |
2024-03-31 |
23,851 |
$644,000 |
23,851 |
|
LINCOLN NATIONAL CORP |
694 |
- |
2024-03-31 |
20,897 |
$564,000 |
12,709 |
|
Diligent Investors LLC |
187 |
- |
2024-03-31 |
19,209 |
$519,000 |
2,000 |
|
Orion Portfolio Solutions LLC |
1262 |
- |
2024-03-31 |
18,440 |
$498,000 |
-16,920 |
|
Core Wealth Advisors Inc. |
44 |
- |
2024-03-31 |
14,825 |
$400,000 |
9,015 |
|
Csenge Advisory Group |
506 |
- |
2024-03-31 |
13,345 |
$360,000 |
-191 |
|
SILVER OAK SECURITIES Inc |
280 |
*New |
2024-03-31 |
12,720 |
$344,000 |
12,720 |
|
Coastal Investment Advisors Inc. |
298 |
- |
2024-03-31 |
12,484 |
$337,000 |
-2,580 |
|
JANE STREET GROUP LLC |
4387 |
*New |
2024-03-31 |
10,905 |
$295,000 |
10,905 |
|
HARTLINE INVESTMENT CORP/ |
308 |
*New |
2024-03-31 |
10,085 |
$272,000 |
10,085 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
308 |
*New |
2024-03-31 |
10,085 |
$272,000 |
10,085 |
|
Coordinated Financial Services Inc./CO |
109 |
- |
2024-03-31 |
8,995 |
$243,000 |
0 |
|
Triumph Capital Management |
193 |
*New |
2024-03-31 |
8,881 |
$240,000 |
8,881 |
|
Allen Mooney & Barnes Investment Advisors LLC |
148 |
*New |
2024-03-31 |
8,807 |
$237,000 |
8,807 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1185 |
- |
2024-03-31 |
9,560 |
$231,000 |
9,560 |
|
Atomi Financial Group Inc. |
641 |
*New |
2024-03-31 |
8,079 |
$218,000 |
8,079 |
|
Aspire Wealth Management Corp |
142 |
- |
2024-03-31 |
1,334 |
$36,000 |
0 |
|
ROYAL BANK OF CANADA |
5920 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
Creekmur Asset Management LLC |
614 |
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
DHJJ Financial Advisors Ltd. |
636 |
- |
2024-03-31 |
55 |
$1,000 |
0 |
|
PROEQUITIES INC. |
3502 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7486 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,950 |
|
|
54 Records found
|
1
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