| |
Institutional
Holders
Total
Institutions:
 |
46  9 |
|
|
Total
shares held :
|
2,600,880 |
|
|
% of shares
held :
|
58.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
968,640 |
|
|
% of shares
held change :
|
21.87% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COMMONWEALTH EQUITY SERVICES LLC. |
511 |
- |
2024-03-31 |
655,067 |
$19,010,000 |
-30,006 |
|
| Advisor Group Holdings Inc. |
793 |
- |
2024-03-31 |
274,221 |
$7,958,000 |
-126,702 |
|
| AE Wealth Management LLC |
408 |
- |
2024-03-31 |
96,557 |
$2,802,000 |
-592,453 |
|
| Kestra Advisory Services LLC |
786 |
- |
2024-03-31 |
84,039 |
$2,439,000 |
-15,366 |
|
| Atria Wealth Solutions Inc. |
671 |
- |
2024-03-31 |
62,602 |
$1,817,000 |
-2,115 |
|
| Strategic Blueprint LLC |
194 |
- |
2024-03-31 |
46,216 |
$1,341,000 |
22 |
|
| FIRST HEARTLAND CONSULTANTS INC |
165 |
- |
2024-03-31 |
34,673 |
$1,006,000 |
6,333 |
|
| Cetera Investment Advisers |
942 |
- |
2024-03-31 |
30,389 |
$882,000 |
-9,739 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1803 |
- |
2024-03-31 |
30,398 |
$882,000 |
5,620 |
|
| Wealth Group Ltd. |
42 |
- |
2024-03-31 |
28,932 |
$840,000 |
0 |
|
| Envestnet Portfolio Solutions Inc. |
911 |
- |
2024-03-31 |
28,598 |
$830,000 |
-2,061 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2162 |
- |
2024-03-31 |
28,487 |
$827,000 |
999 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3370 |
- |
2024-03-31 |
18,042 |
$524,000 |
-2,244 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3435 |
- |
2024-03-31 |
17,200 |
$499,000 |
-36,457 |
|
| CITADEL ADVISORS LLC |
3764 |
- |
2024-03-31 |
16,954 |
$492,000 |
9,189 |
|
| MULTIFINANCIAL SECURITIES CORP |
1610 |
- |
2024-03-31 |
16,869 |
$490,000 |
8,974 |
|
| LPL FINANCIAL CORP |
3751 |
- |
2024-03-31 |
16,358 |
$475,000 |
8,943 |
|
| JANE STREET GROUP LLC |
3986 |
*New |
2024-03-31 |
15,288 |
$444,000 |
15,288 |
|
| PFG Advisors |
435 |
- |
2024-03-31 |
14,643 |
$425,000 |
571 |
|
| Maxwell Wealth Strategies Inc. |
66 |
- |
2023-12-31 |
14,999 |
$425,000 |
0 |
|
| FINANCIAL NETWORK |
2032 |
- |
2024-03-31 |
14,499 |
$421,000 |
0 |
|
| AdvisorNet Financial Inc |
335 |
- |
2024-03-31 |
13,985 |
$406,000 |
0 |
|
| HBW Advisory Services LLC |
213 |
- |
2024-03-31 |
12,366 |
$351,000 |
0 |
|
| Long Island Wealth Management Inc. |
64 |
- |
2024-03-31 |
9,800 |
$284,000 |
0 |
|
| Merit Financial Group LLC |
743 |
- |
2024-03-31 |
9,323 |
$271,000 |
0 |
|
| Wealthquest Corp |
116 |
- |
2024-03-31 |
8,230 |
$239,000 |
-3,522 |
|
| Sugar Maple Asset Management LLC |
50 |
- |
2024-03-31 |
8,011 |
$232,000 |
0 |
|
| OLD MISSION CAPITAL LLC |
791 |
- |
2024-03-31 |
6,929 |
$201,000 |
-11,593 |
|
| Allianz Investment Management U.S. LLC |
36 |
- |
2024-03-31 |
5,000 |
$145,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
581 |
- |
2024-03-31 |
3,162 |
$92,000 |
12 |
|
| HARBOUR INVESTMENTS INC. |
1165 |
- |
2023-12-31 |
3,217 |
$91,000 |
1,799 |
|
| DHJJ Financial Advisors Ltd. |
297 |
- |
2024-03-31 |
1,290 |
$37,000 |
0 |
|
| IFP Advisors Inc |
1654 |
- |
2023-12-31 |
1,231 |
$35,000 |
0 |
|
| NBC SECURITIES INC. |
1392 |
- |
2024-03-31 |
800 |
$23,000 |
0 |
|
| MORGAN STANLEY |
6785 |
*New |
2024-03-31 |
82 |
$2,000 |
82 |
|
| TUCKER ASSET MANAGEMENT LLC |
759 |
*New |
2023-12-31 |
68 |
$2,000 |
68 |
|
| Sound Income Strategies LLC |
1093 |
*New |
2024-03-31 |
64 |
$2,000 |
64 |
|
| Pineridge Advisors LLC |
452 |
- |
2024-03-31 |
67 |
$2,000 |
-251 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
632 |
- |
2024-03-31 |
28 |
$1,000 |
-153 |
|
| Great Lakes Retirement Inc. |
214 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,510 |
|
| PROEQUITIES INC. |
2883 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| UBS Group AG |
7260 |
- |
2024-03-31 |
7 |
$0 |
-36 |
|
| Feltz Wealth PLAN Inc. |
316 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,424 |
|
| B.O.S.S. Retirement Advisors LLC |
139 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,092 |
|
| Koshinski Asset Management Inc. |
630 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,105 |
|
| Outlook Wealth Advisors LLC |
269 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,111 |
|
| Richard W. Paul & Associates LLC |
500 |
*Closed |
2024-03-31 |
0 |
$0 |
-25 |
|
| Authentikos Wealth Advisory LLC |
64 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,097 |
|
| Mid-American Wealth Advisory Group Inc. |
49 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,739 |
|
| CWM LLC |
4558 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
|
| ADVISORY SERVICES NETWORK, LLC |
3393 |
*Closed |
2024-03-31 |
0 |
$0 |
-128 |
|
| Lloyd Advisory Services LLC. |
149 |
*Closed |
2024-03-31 |
0 |
$0 |
-96,816 |
|
| Accurate Wealth Management LLC |
303 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,859 |
|
|
53 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
