|
Institutional
Holders
Total
Institutions:
|
63 3 |
|
Total
shares held :
|
2,935,043 |
|
% of shares
held :
|
32.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
1,214,774 |
|
% of shares
held change :
|
13.5% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$6.72 |
|
Last
Quarter's Ending
Price :
|
$11.59 |
|
Last
Quarter's Average
Price :
|
$8.21 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.73 (45.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Main Management ETF Advisors LLC |
22 |
- |
2024-03-31 |
914,820 |
$12,039,000 |
5,925 |
|
Cetera Investment Advisers |
1058 |
- |
2024-03-31 |
329,436 |
$4,335,000 |
315,498 |
|
MULTIFINANCIAL SECURITIES CORP |
568 |
- |
2024-03-31 |
277,731 |
$3,655,000 |
-13,705 |
|
JANE STREET GROUP LLC |
1610 |
- |
2024-03-31 |
266,170 |
$3,503,000 |
198,632 |
|
ATRIA INVESTMENTS LLC |
690 |
- |
2024-03-31 |
140,193 |
$1,845,000 |
38,154 |
|
MARINER WEALTH ADVISORS, LLC |
1161 |
- |
2024-03-31 |
138,374 |
$1,821,000 |
37,274 |
|
J P MORGAN CHASE & CO |
3082 |
- |
2024-03-31 |
127,238 |
$1,674,000 |
-2,425 |
|
CORA CAPITAL ADVISORS LLC |
29 |
- |
2024-03-31 |
108,995 |
$1,434,000 |
4,049 |
|
Gainplan LLC |
20 |
- |
2024-03-31 |
83,902 |
$1,104,000 |
-30 |
|
Strategic Family Wealth Counselors L.L.C. |
48 |
- |
2024-03-31 |
77,692 |
$1,022,000 |
0 |
|
STIFEL FINANCIAL CORP |
2370 |
- |
2024-03-31 |
56,676 |
$746,000 |
6,204 |
|
Apeiron RIA LLC |
83 |
- |
2024-03-31 |
55,098 |
$725,000 |
-5,156 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1988 |
- |
2024-03-31 |
52,612 |
$692,000 |
13,615 |
|
Wellspring Financial Advisors LLC |
80 |
- |
2024-03-31 |
31,209 |
$411,000 |
-19,902 |
|
FINANCIAL NETWORK |
2089 |
- |
2024-03-31 |
29,497 |
$388,000 |
5,974 |
|
Soltis Investment Advisors LLC |
235 |
- |
2024-03-31 |
26,479 |
$348,000 |
-8,601 |
|
AdvisorNet Financial Inc |
372 |
- |
2024-03-31 |
25,187 |
$331,000 |
-2,543 |
|
ENVESTNET ASSET MANAGEMENT INC |
3641 |
- |
2024-03-31 |
25,017 |
$329,000 |
-52,232 |
|
Brandywine Oak Private Wealth LLC |
186 |
- |
2024-03-31 |
24,862 |
$327,000 |
0 |
|
OPPENHEIMER & CO INC |
1149 |
- |
2024-03-31 |
24,718 |
$325,000 |
-292 |
|
JANNEY MONTGOMERY SCOTT LLC |
2316 |
- |
2024-03-31 |
23,210 |
$305,000 |
6,790 |
|
Arete Wealth Advisors LLC |
346 |
- |
2024-03-31 |
22,400 |
$295,000 |
300 |
|
MML INVESTORS SERVICES LLC |
2180 |
- |
2024-03-31 |
20,228 |
$266,000 |
4,412 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3344 |
- |
2024-03-31 |
20,069 |
$264,000 |
-4,580 |
|
Balboa Wealth Partners |
179 |
- |
2024-03-31 |
19,750 |
$260,000 |
750 |
|
LPL FINANCIAL CORP |
4230 |
- |
2024-03-31 |
19,631 |
$258,000 |
-600 |
|
SIMPLEX TRADING LLC |
885 |
- |
2024-03-31 |
19,642 |
$258,000 |
10,934 |
|
Bordeaux Wealth Advisors LLC |
99 |
- |
2024-03-31 |
17,824 |
$235,000 |
0 |
|
Goss Wealth Management LLC |
1784 |
- |
2024-03-31 |
16,620 |
$219,000 |
-2,403 |
|
Claro Advisors LLC |
380 |
- |
2024-03-31 |
16,311 |
$215,000 |
-1 |
|
ROYAL BANK OF CANADA |
4170 |
- |
2024-03-31 |
14,567 |
$192,000 |
7,102 |
|
HIGHTOWER ADVISORS, LLC |
2967 |
*New |
2024-03-31 |
13,216 |
$173,000 |
13,216 |
|
Oxinas Partners Wealth Management LLC |
124 |
- |
2024-03-31 |
12,000 |
$158,000 |
-8,000 |
|
CI Private Wealth LLC |
2121 |
- |
2024-03-31 |
11,900 |
$157,000 |
-1,600 |
|
Orion Portfolio Solutions LLC |
1631 |
*New |
2024-03-31 |
11,225 |
$148,000 |
11,225 |
|
Advisor Group Holdings Inc. |
3996 |
- |
2024-03-31 |
10,127 |
$133,000 |
-247 |
|
Coastal Investment Advisors Inc. |
472 |
- |
2024-03-31 |
8,141 |
$107,000 |
8,141 |
|
Intercontinental Wealth Advisors LLC |
303 |
- |
2023-06-30 |
12,000 |
$97,000 |
0 |
|
Sunbelt Securities Inc. |
740 |
*New |
2024-03-31 |
6,364 |
$84,000 |
6,364 |
|
CITADEL ADVISORS LLC |
4970 |
- |
2024-03-31 |
5,615 |
$74,000 |
-12,300 |
|
Advantage Trust Co |
100 |
- |
2024-03-31 |
4,500 |
$59,000 |
0 |
|
Main Management LLC |
101 |
- |
2024-03-31 |
3,890 |
$51,000 |
0 |
|
MCF Advisors LLC |
390 |
*New |
2024-03-31 |
3,432 |
$45,000 |
3,432 |
|
HARBOUR INVESTMENTS INC. |
1620 |
- |
2023-12-31 |
2,959 |
$34,000 |
1,270 |
|
Aptus Capital Advisors LLC |
918 |
*New |
2024-03-31 |
2,278 |
$30,000 |
2,278 |
|
UBS Group AG |
5560 |
- |
2024-03-31 |
2,064 |
$27,000 |
2,064 |
|
Peoples Bank/KS |
186 |
- |
2024-03-31 |
1,422 |
$19,000 |
0 |
|
Atlantic Trust LLC |
327 |
*New |
2024-03-31 |
1,156 |
$15,000 |
1,156 |
|
Parallel Advisors LLC |
2121 |
- |
2024-03-31 |
1,130 |
$15,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
399 |
- |
2024-03-31 |
1,123 |
$15,000 |
18 |
|
BDO Wealth Advisors LLC |
655 |
- |
2023-06-30 |
1,790 |
$14,000 |
0 |
|
Cornerstone Planning Group LLC |
399 |
- |
2024-03-31 |
1,000 |
$11,000 |
0 |
|
AllSquare Wealth Management LLC |
373 |
- |
2024-03-31 |
772 |
$10,000 |
0 |
|
Asset Dedication LLC |
688 |
- |
2024-03-31 |
758 |
$10,000 |
0 |
|
Farther Finance Advisors LLC |
1742 |
- |
2024-03-31 |
800 |
$10,000 |
0 |
|
JNBA FINANCIAL ADVISORS |
491 |
- |
2024-03-31 |
550 |
$7,000 |
0 |
|
Federation des caisses Desjardins du Quebec |
1902 |
- |
2024-03-31 |
468 |
$6,000 |
0 |
|
Caitlin John LLC |
537 |
- |
2023-12-31 |
454 |
$5,000 |
0 |
|
Tradewinds Capital Management LLC |
401 |
- |
2024-03-31 |
200 |
$3,000 |
0 |
|
FMR LLC |
4522 |
- |
2024-03-31 |
119 |
$2,000 |
1 |
|
HANSON MCCLAIN, INC. |
2833 |
- |
2024-03-31 |
157 |
$2,000 |
2 |
|
MORGAN STANLEY |
6861 |
- |
2024-03-31 |
97 |
$1,000 |
7 |
|
ROBBINS FARLEY LLC |
144 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5583 |
*Closed |
2024-03-31 |
0 |
$0 |
-94,234 |
|
PROEQUITIES INC. |
3496 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
TFC Financial Management |
744 |
*New |
2024-03-31 |
10 |
$0 |
10 |
|
FAGAN ASSOCIATES INC. |
119 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,474 |
|
TUCKER ASSET MANAGEMENT LLC |
973 |
*Closed |
2023-12-31 |
0 |
$0 |
-264 |
|
Wealth Alliance Advisory Group LLC |
199 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,300 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3328 |
- |
2024-03-31 |
4 |
$0 |
4 |
|
AE Wealth Management LLC |
1517 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,711 |
|
Compagnie Lombard Odier SCA |
538 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
6133 |
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
ORG Partners LLC |
1117 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,225 |
|
Betterment LLC |
365 |
*Closed |
2024-03-31 |
0 |
$0 |
-89,816 |
|
One Charles Private Wealth Services LLC |
150 |
*Closed |
2024-03-31 |
0 |
$0 |
-105,696 |
|
Impact Partnership Wealth LLC |
738 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,826 |
|
Abich Financial Wealth Management LLC |
412 |
- |
2023-12-31 |
34 |
$0 |
0 |
|
|
78 Records found
|
1
|
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