|
Institutional
Holders
Total
Institutions:
|
25 0 |
|
Total
shares held :
|
1,014,061 |
|
% of shares
held :
|
6.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-22,182 |
|
% of shares
held change :
|
-0.15% |
|
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 |
AE Wealth Management LLC |
209 |
- |
2024-03-31 |
351,806 |
$10,402,000 |
316,959 |
|
Allianz Investment Management U.S. LLC |
9 |
- |
2024-03-31 |
265,887 |
$7,862,000 |
0 |
|
Cetera Investment Advisers |
1106 |
- |
2024-03-31 |
132,304 |
$3,912,000 |
104,658 |
|
FINANCIAL NETWORK |
796 |
- |
2024-03-31 |
108,808 |
$3,217,000 |
70,218 |
|
Atria Wealth Solutions Inc. |
470 |
- |
2024-03-31 |
106,751 |
$3,156,000 |
15,776 |
|
Advisor Group Holdings Inc. |
1425 |
- |
2024-03-31 |
97,546 |
$2,884,000 |
-1,787 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1777 |
- |
2024-03-31 |
66,884 |
$1,978,000 |
-26,182 |
|
Strategic Blueprint LLC |
222 |
- |
2024-03-31 |
39,671 |
$1,173,000 |
2,943 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1655 |
- |
2024-03-31 |
36,980 |
$1,093,000 |
25,857 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
259 |
- |
2024-03-31 |
34,419 |
$1,018,000 |
-3,723 |
|
ENVESTNET ASSET MANAGEMENT INC |
3061 |
- |
2024-03-31 |
31,362 |
$927,000 |
-703 |
|
LPL FINANCIAL CORP |
3893 |
- |
2024-03-31 |
13,500 |
$399,000 |
-6,500 |
|
Kestra Advisory Services LLC |
1840 |
- |
2024-03-31 |
12,492 |
$369,000 |
-1,370 |
|
Great Lakes Retirement Inc. |
184 |
*New |
2024-03-31 |
12,352 |
$365,000 |
12,352 |
|
JANNEY MONTGOMERY SCOTT LLC |
2337 |
- |
2024-03-31 |
9,964 |
$295,000 |
-61,041 |
|
Main Street Financial Solutions LLC |
425 |
- |
2024-03-31 |
9,650 |
$285,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
2063 |
- |
2024-03-31 |
8,325 |
$246,000 |
-800 |
|
Authentikos Wealth Advisory LLC |
60 |
- |
2024-03-31 |
7,161 |
$212,000 |
7,161 |
|
HARBOUR INVESTMENTS INC. |
922 |
- |
2023-12-31 |
5,894 |
$170,000 |
1,107 |
|
US BANCORP |
2766 |
- |
2024-03-31 |
1,400 |
$41,000 |
1,000 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
396 |
- |
2024-03-31 |
1,200 |
$35,000 |
0 |
|
Pineridge Advisors LLC |
318 |
*New |
2024-03-31 |
241 |
$7,000 |
241 |
|
Richard W. Paul & Associates LLC |
461 |
*New |
2024-03-31 |
25 |
$1,000 |
25 |
|
DHJJ Financial Advisors Ltd. |
655 |
- |
2024-03-31 |
16 |
$0 |
0 |
|
JANE STREET GROUP LLC |
5617 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,318 |
|
CITADEL ADVISORS LLC |
6198 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,270 |
|
PROEQUITIES INC. |
7756 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Mid-American Wealth Advisory Group Inc. |
48 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,838 |
|
WealthPlan Investment Management LLC |
192 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,081 |
|
|
29 Records found
|
1
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