|
Institutional
Holders
Total
Institutions:
|
47 4 |
|
Total
shares held :
|
1,053,751 |
|
% of shares
held :
|
11.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-176,721 |
|
% of shares
held change :
|
-1.96% |
|
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 |
Ambassador Advisors LLC |
15 |
- |
2024-03-31 |
191,547 |
$7,028,000 |
-1,531 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
39 |
- |
2024-03-31 |
165,406 |
$6,069,000 |
88,721 |
|
OneAscent Financial Services LLC |
25 |
- |
2024-03-31 |
156,696 |
$5,749,000 |
114,279 |
|
OConnor Financial Group LLC |
12 |
- |
2024-03-31 |
150,520 |
$5,523,000 |
2,073 |
|
ATRIA INVESTMENTS LLC |
366 |
- |
2024-03-31 |
124,253 |
$4,559,000 |
124,253 |
|
LPL FINANCIAL CORP |
2153 |
- |
2024-03-31 |
81,929 |
$3,006,000 |
20,720 |
|
Bare Financial Services Inc |
15 |
- |
2024-03-31 |
78,142 |
$2,691,000 |
68,411 |
|
Sowell Financial Services LLC |
207 |
- |
2024-03-31 |
60,619 |
$2,224,000 |
60,619 |
|
OneAscent Wealth Management LLC |
17 |
- |
2024-03-31 |
51,340 |
$1,884,000 |
45,262 |
|
Kestra Advisory Services LLC |
907 |
- |
2024-03-31 |
50,908 |
$1,868,000 |
3,148 |
|
Frontier Asset Management LLC |
35 |
- |
2024-03-31 |
45,675 |
$1,676,000 |
-1,359 |
|
EverSource Wealth Advisors LLC |
129 |
- |
2024-03-31 |
45,810 |
$1,621,000 |
0 |
|
Strategic Blueprint LLC |
251 |
- |
2024-03-31 |
25,549 |
$937,000 |
-767 |
|
GTS SECURITIES LLC |
541 |
*New |
2024-03-31 |
25,417 |
$933,000 |
25,417 |
|
Cetera Investment Advisers |
2135 |
- |
2024-03-31 |
24,947 |
$915,000 |
18,736 |
|
HPM Partners LLC |
1323 |
- |
2024-03-31 |
24,755 |
$908,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1833 |
- |
2024-03-31 |
23,017 |
$844,000 |
1,301 |
|
Sound Stewardship LLC |
33 |
- |
2024-03-31 |
21,849 |
$802,000 |
1,456 |
|
FIRST HEARTLAND CONSULTANTS INC |
188 |
- |
2024-03-31 |
20,996 |
$770,000 |
9,774 |
|
VALMARK ADVISERS INC |
323 |
*New |
2024-03-31 |
18,691 |
$686,000 |
18,691 |
|
J.W. COLE ADVISORS INC. |
510 |
- |
2024-03-31 |
14,911 |
$547,000 |
347 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2924 |
- |
2024-03-31 |
11,584 |
$425,000 |
327 |
|
MULTIFINANCIAL SECURITIES CORP |
1724 |
- |
2024-03-31 |
11,201 |
$411,000 |
-2,289 |
|
PFG FINANCIAL ADVISORS |
174 |
- |
2024-03-31 |
11,005 |
$404,000 |
712 |
|
Envestnet Portfolio Solutions Inc. |
1224 |
- |
2024-03-31 |
10,470 |
$384,000 |
556 |
|
Householder Group Estate & Retirement Specialist L |
165 |
- |
2024-03-31 |
9,734 |
$357,000 |
1,287 |
|
ENVESTNET ASSET MANAGEMENT INC |
3605 |
- |
2024-03-31 |
9,581 |
$352,000 |
661 |
|
UBS Group AG |
4330 |
- |
2024-03-31 |
9,309 |
$342,000 |
9,047 |
|
ADVISORY SERVICES NETWORK, LLC |
1096 |
- |
2024-03-31 |
9,240 |
$339,000 |
-236 |
|
Whitaker-Myers Wealth Managers LTD. |
68 |
- |
2024-03-31 |
9,162 |
$336,000 |
220 |
|
FINANCIAL NETWORK |
2411 |
- |
2024-03-31 |
6,761 |
$248,000 |
-18,578 |
|
EFFICIENT ADVISORS, LLC |
68 |
*New |
2024-03-31 |
5,497 |
$202,000 |
5,497 |
|
Advisor Group Holdings Inc. |
3718 |
- |
2024-03-31 |
5,090 |
$187,000 |
-5,326 |
|
HHM Wealth Advisors LLC |
177 |
- |
2024-03-31 |
3,878 |
$142,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
154 |
- |
2024-03-31 |
3,526 |
$129,000 |
666 |
|
ICA Group Wealth Management LLC |
523 |
- |
2024-03-31 |
1,579 |
$58,000 |
1,357 |
|
Nemes Rush Group LLC |
284 |
- |
2024-03-31 |
1,240 |
$45,000 |
0 |
|
Ronald Blue Trust Inc. |
1068 |
*New |
2024-03-31 |
861 |
$32,000 |
861 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1479 |
- |
2024-03-31 |
637 |
$23,000 |
32 |
|
Geneos Wealth Management Inc. |
1395 |
- |
2024-03-31 |
499 |
$18,000 |
158 |
|
HARBOUR INVESTMENTS INC. |
1906 |
- |
2023-12-31 |
516 |
$18,000 |
50 |
|
Asset Dedication LLC |
678 |
- |
2024-03-31 |
259 |
$10,000 |
0 |
|
ROYAL BANK OF CANADA |
5740 |
- |
2024-03-31 |
150 |
$6,000 |
150 |
|
Coppell Advisory Solutions LLC |
1169 |
- |
2023-12-31 |
110 |
$4,000 |
0 |
|
COMERICA BANK |
3411 |
- |
2024-03-31 |
83 |
$3,000 |
-5 |
|
JFS WEALTH ADVISORS, LLC |
1340 |
*New |
2024-03-31 |
72 |
$3,000 |
72 |
|
PRINCIPAL SECURITIES INC. |
2892 |
- |
2024-03-31 |
57 |
$2,000 |
27 |
|
Smartleaf Asset Management LLC |
1346 |
*New |
2024-03-31 |
18 |
$1,000 |
18 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5511 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,275 |
|
FLOW TRADERS U.S. LLC |
754 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,419 |
|
J P MORGAN CHASE & CO |
5638 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,527 |
|
Symphony Financial Ltd. Co. |
195 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,062 |
|
SILVER OAK SECURITIES Inc |
496 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,087 |
|
PROEQUITIES INC. |
6961 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6511 |
*Closed |
2024-03-31 |
0 |
$0 |
-45,801 |
|
Sunbelt Securities Inc. |
1756 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,357 |
|
MORGAN STANLEY |
7750 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
WorthPointe LLC |
70 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,114 |
|
|
58 Records found
|
1
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