| |
Institutional
Holders
Total
Institutions:
 |
114  7 |
|
|
Total
shares held :
|
4,363,333 |
|
|
% of shares
held :
|
13.43% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
|
Amount
of shares held :
|
-1,179,410 |
|
|
% of shares
held change :
|
-3.63% |
|
| 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 |
  Kades & Cheifetz LLC |
3 |
- |
2024-03-31 |
431,236 |
$9,147,000 |
209,183 |
|
| Cetera Investment Advisers |
1105 |
- |
2024-03-31 |
184,528 |
$3,914,000 |
113,777 |
|
| Spire Wealth Management |
239 |
- |
2024-03-31 |
101,733 |
$2,158,000 |
871 |
|
| Private Advisor Group LLC |
799 |
- |
2024-03-31 |
96,182 |
$2,040,000 |
12,007 |
|
| RFG Advisory Group LLC |
238 |
- |
2024-03-31 |
86,014 |
$1,824,000 |
1,332 |
|
| CREATIVE PLANNING |
1135 |
- |
2024-03-31 |
65,184 |
$1,383,000 |
16,904 |
|
| Asset Allocation Strategies LLC |
42 |
- |
2024-03-31 |
48,271 |
$1,024,000 |
8,328 |
|
| OxenFree Capital LLC |
22 |
- |
2024-03-31 |
41,563 |
$882,000 |
238 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3111 |
- |
2024-03-31 |
39,854 |
$845,000 |
1,333 |
|
| H D Vest Advisory Services |
828 |
- |
2024-03-31 |
38,162 |
$809,000 |
1,332 |
|
| Sowell Financial Services LLC |
386 |
- |
2024-03-31 |
37,931 |
$805,000 |
16 |
|
| Larson Financial Group LLC |
199 |
- |
2024-03-31 |
31,925 |
$677,000 |
6,860 |
|
| FINANCIAL ARCHITECTS INC |
192 |
- |
2023-06-30 |
28,562 |
$581,000 |
440 |
|
| Insight Wealth Strategies LLC |
139 |
- |
2024-03-31 |
20,128 |
$427,000 |
263 |
|
| Key Client Fiduciary Advisors LLC |
121 |
- |
2024-03-31 |
18,029 |
$382,000 |
1,628 |
|
| Executive Wealth Management LLC |
174 |
- |
2024-03-31 |
17,586 |
$370,000 |
61 |
|
| Newbridge Financial Services Group Inc. |
126 |
- |
2024-03-31 |
17,089 |
$362,000 |
11,425 |
|
| Western Wealth Management LLC |
485 |
- |
2024-03-31 |
15,109 |
$320,000 |
419 |
|
| Wealthcare Advisory Partners LLC |
669 |
- |
2024-03-31 |
14,042 |
$298,000 |
798 |
|
| LINCOLN NATIONAL CORP |
944 |
- |
2024-03-31 |
14,031 |
$298,000 |
7 |
|
| Advisory Alpha LLC |
304 |
- |
2024-03-31 |
13,872 |
$294,000 |
788 |
|
| We Are One Seven LLC |
766 |
- |
2024-03-31 |
12,359 |
$262,000 |
234 |
|
| CoreCap Advisors LLC |
500 |
- |
2023-12-31 |
12,369 |
$256,000 |
412 |
|
| True Capital Management |
116 |
- |
2023-03-31 |
12,041 |
$244,000 |
156 |
|
| Cresset Asset Management LLC |
1705 |
- |
2024-03-31 |
10,531 |
$223,000 |
149 |
|
| Strategic Financial Concepts LLC |
291 |
- |
2024-03-31 |
9,490 |
$201,000 |
9,490 |
|
| WELLS FARGO & CO/MN |
4294 |
- |
2024-03-31 |
4,988 |
$106,000 |
4,986 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1971 |
- |
2024-03-31 |
2,946 |
$62,000 |
1,196 |
|
| Asset Dedication LLC |
639 |
- |
2024-03-31 |
646 |
$14,000 |
411 |
|
| Trivant Custom Portfolio Group LLC |
149 |
- |
2024-03-31 |
614 |
$13,000 |
11 |
|
| Capital Advisors Ltd. LLC |
705 |
- |
2024-03-31 |
469 |
$10,000 |
9 |
|
| Steward Partners Investment Advisory LLC |
2803 |
- |
2024-03-31 |
462 |
$10,000 |
379 |
|
| TSFG LLC |
551 |
- |
2024-03-31 |
241 |
$5,000 |
4 |
|
| St. Johns Investment Management Company LLC |
162 |
- |
2024-03-31 |
200 |
$4,000 |
23 |
|
| SIMPLEX TRADING LLC |
2130 |
- |
2024-03-31 |
125 |
$2,000 |
26 |
|
|
35 Records found
|
1
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