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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    6
Total shares held : 
 4,074,113  
% of shares held : 
 45.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 1,203,939  
% of shares held change : 
   13.38%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 147,264
 3.61%
 
Increased Positions :
22
 1,290,881
 31.68%
 
Unchanged Positions :
6
 18,317
 0.45%
 
Decreased Positions :
10
-99,588
-2.44%
 
Closed Positions :
4
-134,618
-3.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TMD Wealth Management LLC 4 - 2024-03-31 1,449,085 $32,836,000 290,107
   PEAK FINANCIAL ADVISORS LLC 3 - 2024-03-31 342,155 $7,753,000 78,976
   JANE STREET GROUP LLC 1123 - 2024-03-31 267,376 $6,059,000 222,049
   AE Wealth Management LLC 300 - 2024-03-31 213,262 $4,833,000 60,952
   CAPTRUST FINANCIAL ADVISORS 790 - 2024-03-31 89,918 $2,038,000 129
   QUANTITATIVE ADVANTAGE LLC 69 - 2023-03-31 89,620 $1,949,000 6,081
   Arete Wealth Advisors LLC 138 - 2024-03-31 82,223 $1,863,000 9,201
   Smith Anglin Financial LLC 46 - 2024-03-31 78,353 $1,775,000 7,595
   Visionary Wealth Advisors 244 - 2024-03-31 38,841 $880,000 17,895
   Park Edge Advisors LLC 63 - 2024-03-31 35,036 $794,000 16,798
   Ausdal Financial Partners Inc. 207 - 2024-03-31 33,512 $759,000 424
   CITADEL ADVISORS LLC 3350 - 2024-03-31 32,866 $745,000 10,579
   HRT FINANCIAL LLC 1013 - 2024-03-31 31,003 $702,000 21,391
   Cambridge Advisors Inc. 107 - 2024-03-31 26,050 $590,000 1,772
   Lee Financial Group Hawaii Inc. 22 - 2024-03-31 25,473 $577,000 1,414
   EPG Wealth Management LLC 167 - 2024-03-31 22,506 $510,000 7,492
   BANK OF AMERICA CORP /DE/ 4474 - 2024-03-31 19,174 $434,000 19,155
   Collaborative Wealth Managment Inc. 102 - 2024-03-31 18,106 $410,000 1,319
   J P MORGAN CHASE & CO 3941 - 2024-03-31 14,982 $339,000 9,139
   MORGAN STANLEY 5876 - 2024-03-31 3,285 $74,000 891
   SRS Capital Advisors Inc. 481 - 2024-03-31 2,407 $55,000 93
   Advisor Group Holdings Inc. 4897 - 2024-03-31 1,600 $36,000 350
   VitalStone Financial LLC 336 - 2024-03-31 226 $5,000 104
  23 Records found
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