| |
Institutional
Holders
Total
Institutions:
 |
85  10 |
|
|
Total
shares held :
|
4,390,106 |
|
|
% of shares
held :
|
48.78% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
1,612,311 |
|
|
% of shares
held change :
|
17.91% |
|
| 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 |
  Legacy CG LLC |
4 |
*New |
2024-03-31 |
460,368 |
$16,283,000 |
460,368 |
|
| PERSONAL CFO SOLUTIONS LLC |
9 |
*New |
2024-03-31 |
303,415 |
$10,732,000 |
303,415 |
|
| DAVID R. RAHN & ASSOCIATES INC. |
23 |
*New |
2024-03-31 |
96,068 |
$3,398,000 |
96,068 |
|
| We Are One Seven LLC |
158 |
*New |
2024-03-31 |
83,619 |
$2,958,000 |
83,619 |
|
| RFG Advisory Group LLC |
174 |
*New |
2024-03-31 |
77,308 |
$2,734,000 |
77,308 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1509 |
*New |
2024-03-31 |
71,936 |
$2,544,000 |
71,936 |
|
| Aurum Wealth Management Group LLC |
53 |
*New |
2024-03-31 |
58,535 |
$2,070,000 |
58,535 |
|
| Pallas Capital Advisors LLC |
162 |
*New |
2024-03-31 |
51,145 |
$1,809,000 |
51,145 |
|
| BLAIR WILLIAM & CO/IL |
738 |
*New |
2024-03-31 |
44,553 |
$1,576,000 |
44,553 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
290 |
*New |
2024-03-31 |
41,199 |
$1,457,000 |
41,199 |
|
| RAYMOND JAMES & ASSOCIATES |
2447 |
*New |
2024-03-31 |
34,906 |
$1,235,000 |
34,906 |
|
| Catalina Capital Group LLC |
41 |
*New |
2024-03-31 |
34,406 |
$1,217,000 |
34,406 |
|
| Weaver Consulting Group |
53 |
*New |
2024-03-31 |
32,657 |
$1,155,000 |
32,657 |
|
| JT Stratford LLC |
126 |
*New |
2024-03-31 |
30,314 |
$1,072,000 |
30,314 |
|
| PRIVATE CLIENT SERVICES LLC |
48 |
*New |
2024-03-31 |
27,401 |
$969,000 |
27,401 |
|
| Global Trust Asset Management LLC |
65 |
*New |
2024-03-31 |
26,500 |
$937,000 |
26,500 |
|
| SECURED RETIREMENT ADVISORS LLC |
60 |
*New |
2024-03-31 |
21,465 |
$759,000 |
21,465 |
|
| Maltin Wealth Management Inc. |
64 |
*New |
2024-03-31 |
20,359 |
$720,000 |
20,359 |
|
| ADVISORY SERVICES NETWORK, LLC |
883 |
*New |
2024-03-31 |
17,096 |
$605,000 |
17,096 |
|
| Goss Wealth Management LLC |
1221 |
*New |
2024-03-31 |
17,098 |
$605,000 |
17,098 |
|
| JANE STREET GROUP LLC |
3649 |
*New |
2024-03-31 |
17,007 |
$602,000 |
17,007 |
|
| VIMA LLC |
18 |
*New |
2024-03-31 |
19,427 |
$597,000 |
19,427 |
|
| Sigma Planning Corp |
768 |
*New |
2024-03-31 |
13,619 |
$482,000 |
13,619 |
|
| Cedar Brook Financial Partners LLC |
212 |
*New |
2024-03-31 |
13,301 |
$470,000 |
13,301 |
|
| WorthPointe LLC |
37 |
*New |
2024-03-31 |
12,940 |
$458,000 |
12,940 |
|
| GTS SECURITIES LLC |
858 |
*New |
2024-03-31 |
11,842 |
$419,000 |
11,842 |
|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
156 |
*New |
2024-03-31 |
11,666 |
$413,000 |
11,666 |
|
| Belpointe Asset Management LLC |
491 |
*New |
2024-03-31 |
11,422 |
$404,000 |
11,422 |
|
| Visionary Wealth Advisors |
367 |
*New |
2024-03-31 |
10,822 |
$383,000 |
10,822 |
|
| FIRST HEARTLAND CONSULTANTS INC |
293 |
*New |
2024-03-31 |
10,510 |
$372,000 |
10,510 |
|
| Tradition Wealth Management LLC |
265 |
*New |
2024-03-31 |
10,526 |
$372,000 |
10,526 |
|
| Atria Wealth Solutions Inc. |
1448 |
*New |
2024-03-31 |
9,895 |
$350,000 |
9,895 |
|
| Beacon Financial Advisory LLC |
165 |
*New |
2024-03-31 |
9,695 |
$343,000 |
9,695 |
|
| Arkadios Wealth Advisors |
514 |
*New |
2024-03-31 |
9,140 |
$323,000 |
9,140 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
328 |
*New |
2024-03-31 |
8,850 |
$313,000 |
8,850 |
|
| Stratos Wealth Advisors LLC |
574 |
*New |
2024-03-31 |
7,469 |
$264,000 |
7,469 |
|
| BCS Wealth Management |
198 |
*New |
2024-03-31 |
7,317 |
$259,000 |
7,317 |
|
| Keystone Wealth Services LLC |
191 |
*New |
2024-03-31 |
6,930 |
$245,000 |
6,930 |
|
| PFG Advisors |
616 |
*New |
2024-03-31 |
5,973 |
$211,000 |
5,973 |
|
| Atlantic Private Wealth LLC |
35 |
*New |
2024-03-31 |
5,038 |
$178,000 |
5,038 |
|
|
40 Records found
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1
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