|
Institutional
Holders
Total
Institutions:
|
39 0 |
|
Total
shares held :
|
7,194,496 |
|
% of shares
held :
|
79.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
-92,255 |
|
% of shares
held change :
|
-1.03% |
|
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 |
Kestra Advisory Services LLC |
63 |
- |
2024-03-31 |
1,641,608 |
$42,074,000 |
252,321 |
|
Ameritas Advisory Services LLC |
11 |
- |
2024-03-31 |
1,319,520 |
$33,789,000 |
567,457 |
|
Octavia Wealth Advisors LLC |
9 |
- |
2024-03-31 |
734,290 |
$18,820,000 |
19,758 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
52 |
- |
2024-03-31 |
680,398 |
$17,439,000 |
46,720 |
|
LPL FINANCIAL CORP |
1144 |
- |
2024-03-31 |
517,815 |
$13,272,000 |
-19,138 |
|
ENVESTNET ASSET MANAGEMENT INC |
1430 |
- |
2024-03-31 |
454,270 |
$11,643,000 |
9,195 |
|
ROYAL BANK OF CANADA |
1449 |
- |
2024-03-31 |
413,473 |
$10,597,000 |
-17,945 |
|
Feltz Wealth PLAN Inc. |
22 |
- |
2024-03-31 |
338,374 |
$8,673,000 |
-36,922 |
|
Advisor Group Holdings Inc. |
844 |
- |
2024-03-31 |
277,229 |
$7,105,000 |
-51,716 |
|
Stratos Wealth Partners LTD. |
201 |
- |
2024-03-31 |
247,455 |
$6,342,000 |
-2,956 |
|
Encompass More Asset Management |
3 |
- |
2024-03-31 |
222,413 |
$5,700,000 |
90,999 |
|
FINANCIAL NETWORK |
615 |
- |
2024-03-31 |
203,613 |
$5,219,000 |
-32,417 |
|
WealthPlan Investment Management LLC |
52 |
- |
2024-03-31 |
200,376 |
$5,136,000 |
21,517 |
|
UBS Group AG |
2162 |
- |
2024-03-31 |
198,981 |
$5,100,000 |
1,355 |
|
MULTIFINANCIAL SECURITIES CORP |
490 |
- |
2024-03-31 |
180,589 |
$4,628,000 |
23,737 |
|
LINCOLN NATIONAL CORP |
378 |
- |
2024-03-31 |
64,777 |
$1,660,000 |
2,465 |
|
PARK AVENUE SECURITIES LLC |
489 |
- |
2024-03-31 |
61,009 |
$1,564,000 |
19,519 |
|
Global Retirement Partners LLC |
284 |
- |
2024-03-31 |
58,253 |
$1,493,000 |
-263 |
|
Newbridge Financial Services Group Inc. |
38 |
- |
2024-03-31 |
48,078 |
$1,232,000 |
-1,497 |
|
Empirical Asset Management LLC |
52 |
- |
2024-03-31 |
42,685 |
$1,094,000 |
193 |
|
MML INVESTORS SERVICES LLC |
1515 |
- |
2024-03-31 |
31,977 |
$820,000 |
31,977 |
|
Gallagher Benefit Services Inc. |
75 |
- |
2022-12-31 |
39,070 |
$801,000 |
0 |
|
F3Logic LLC |
75 |
- |
2022-12-31 |
39,070 |
$801,000 |
-523,314 |
|
Prime Capital Investment Advisors LLC |
563 |
- |
2024-03-31 |
24,188 |
$620,000 |
-1,381 |
|
Goss Wealth Management LLC |
1207 |
- |
2024-03-31 |
24,121 |
$618,000 |
1,489 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
388 |
- |
2024-03-31 |
24,076 |
$617,000 |
65 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2635 |
- |
2024-03-31 |
23,474 |
$602,000 |
-1,905 |
|
FIRETHORN WEALTH PARTNERS LLC |
69 |
- |
2024-03-31 |
21,999 |
$564,000 |
-2,757 |
|
Gallagher Fiduciary Advisors LLC |
103 |
- |
2024-03-31 |
21,551 |
$552,000 |
4 |
|
Atria Wealth Solutions Inc. |
1321 |
- |
2024-03-31 |
16,964 |
$435,000 |
-880 |
|
GTS SECURITIES LLC |
848 |
- |
2024-03-31 |
16,674 |
$427,000 |
16,674 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2577 |
- |
2024-03-31 |
13,514 |
$346,000 |
20 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
353 |
- |
2024-03-31 |
12,614 |
$323,000 |
-1,400 |
|
Southern Wealth Management LLP |
54 |
- |
2023-03-31 |
14,225 |
$310,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
543 |
- |
2024-03-31 |
10,182 |
$261,000 |
31 |
|
WEBSTER BANK |
205 |
- |
2024-03-31 |
8,508 |
$218,000 |
0 |
|
COMERICA BANK |
2454 |
- |
2024-03-31 |
5,000 |
$128,000 |
2,000 |
|
EverSource Wealth Advisors LLC |
641 |
- |
2024-03-31 |
4,076 |
$99,000 |
0 |
|
Ronald Blue Trust Inc. |
1170 |
*New |
2024-03-31 |
941 |
$24,000 |
941 |
|
MORGAN STANLEY |
6363 |
- |
2024-03-31 |
493 |
$13,000 |
492 |
|
Geneos Wealth Management Inc. |
2167 |
*Closed |
2024-03-31 |
0 |
$0 |
-33 |
|
OLD MISSION CAPITAL LLC |
1105 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,085 |
|
PROEQUITIES INC. |
8563 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Hexagon Capital Partners LLC |
1438 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
HANSON MCCLAIN, INC. |
3626 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
Advisor Resource Council |
372 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,074 |
|
WELLS FARGO & CO/MN |
6941 |
*Closed |
2024-03-31 |
0 |
$0 |
-221 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
207 |
- |
2023-03-31 |
2 |
$0 |
-86 |
|
|
48 Records found
|
1
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