| |
Institutional
Holders
Total
Institutions:
 |
22  0 |
|
|
Total
shares held :
|
512,590 |
|
|
% of shares
held :
|
5.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -10 |
|
|
Amount
of shares held :
|
-232,019 |
|
|
% of shares
held change :
|
-2.58% |
|
| 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 |
  AE Wealth Management LLC |
67 |
*New |
2024-03-31 |
903,688 |
$31,498,000 |
903,688 |
|
| Advisor Group Holdings Inc. |
1332 |
- |
2024-03-31 |
94,710 |
$3,301,000 |
-58,137 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1653 |
- |
2024-03-31 |
67,773 |
$2,362,000 |
-300 |
|
| Allianz Investment Management U.S. LLC |
22 |
- |
2024-03-31 |
61,456 |
$2,142,000 |
0 |
|
| CENTAURUS FINANCIAL INC. |
172 |
- |
2024-03-31 |
46,949 |
$1,636,000 |
-1,018 |
|
| H D Vest Advisory Services |
754 |
- |
2024-03-31 |
28,090 |
$979,000 |
-1,154 |
|
| FIRST HEARTLAND CONSULTANTS INC |
174 |
- |
2024-03-31 |
26,710 |
$931,000 |
-867 |
|
| CWM LLC |
894 |
- |
2024-03-31 |
25,990 |
$906,000 |
-4,100 |
|
| Cetera Investment Advisers |
2227 |
*New |
2024-03-31 |
23,212 |
$809,000 |
23,212 |
|
| Bleakley Financial Group LLC |
484 |
- |
2024-03-31 |
22,866 |
$797,000 |
0 |
|
| Simplicity WealthLLC |
584 |
*New |
2024-03-31 |
22,866 |
$797,000 |
22,866 |
|
| Sawtooth Asset Management Inc. |
525 |
- |
2023-12-31 |
22,866 |
$766,000 |
0 |
|
| REGAL INVESTMENT ADVISORS, LLC |
299 |
*New |
2024-03-31 |
19,632 |
$684,000 |
19,632 |
|
| Main Street Financial Solutions LLC |
272 |
- |
2024-03-31 |
17,300 |
$603,000 |
0 |
|
| Truadvice LLC |
104 |
- |
2023-09-30 |
19,054 |
$601,000 |
0 |
|
| FINANCIAL NETWORK |
1919 |
- |
2024-03-31 |
14,523 |
$506,000 |
-200 |
|
| LPL FINANCIAL CORP |
4016 |
*New |
2024-03-31 |
9,655 |
$337,000 |
9,655 |
|
| Accurate Wealth Management LLC |
214 |
- |
2024-03-31 |
8,883 |
$299,000 |
1,194 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3698 |
*New |
2024-03-31 |
8,534 |
$297,000 |
8,534 |
|
| CITADEL ADVISORS LLC |
4211 |
- |
2024-03-31 |
8,435 |
$294,000 |
8,435 |
|
| Kestra Advisory Services LLC |
1998 |
- |
2024-03-31 |
8,264 |
$288,000 |
1,193 |
|
| Atria Wealth Solutions Inc. |
1572 |
- |
2024-03-31 |
8,186 |
$285,000 |
8,186 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
548 |
- |
2024-03-31 |
7,719 |
$269,000 |
318 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1112 |
- |
2024-03-31 |
8,500 |
$262,000 |
0 |
|
| MULTIFINANCIAL SECURITIES CORP |
2098 |
*New |
2024-03-31 |
6,769 |
$236,000 |
6,769 |
|
| Focus Financial Network Inc. |
593 |
- |
2024-03-31 |
6,119 |
$207,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
197 |
- |
2024-03-31 |
5,044 |
$176,000 |
-10 |
|
| BANK OF AMERICA CORP /DE/ |
5061 |
- |
2024-03-31 |
4,000 |
$139,000 |
-1,455 |
|
| Farther Finance Advisors LLC |
846 |
- |
2024-03-31 |
3,750 |
$131,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1947 |
- |
2023-12-31 |
510 |
$17,000 |
0 |
|
| AdvisorNet Financial Inc |
1368 |
- |
2024-03-31 |
200 |
$7,000 |
0 |
|
| PROEQUITIES INC. |
2423 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| OLD MISSION CAPITAL LLC |
870 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,570 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6248 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,298 |
|
| UBS Group AG |
8320 |
*Closed |
2024-03-31 |
0 |
$0 |
-550 |
|
| Sentinus LLC |
232 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,938 |
|
|
36 Records found
|
1
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