|
Institutional
Holders
Total
Institutions:
|
46 0 |
|
Total
shares held :
|
1,251,902 |
|
% of shares
held :
|
13.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-141,549 |
|
% of shares
held change :
|
-1.57% |
|
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 |
3EDGE Asset Management LP |
16 |
*New |
2024-03-31 |
242,912 |
$6,100,000 |
242,912 |
|
Global Strategic Investment Solutions LLC |
36 |
- |
2024-03-31 |
180,758 |
$4,539,000 |
180,758 |
|
Tradition Wealth Management LLC |
64 |
- |
2024-03-31 |
151,576 |
$3,806,000 |
-7,417 |
|
ACCUVEST GLOBAL ADVISORS |
17 |
- |
2024-03-31 |
148,073 |
$3,718,000 |
148,073 |
|
GLOVISTA INVESTMENTS LLC |
19 |
- |
2023-12-31 |
138,712 |
$3,483,000 |
-3,514 |
|
FIRST HEARTLAND CONSULTANTS INC |
89 |
*New |
2024-03-31 |
104,939 |
$2,635,000 |
104,939 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
26 |
- |
2024-03-31 |
81,854 |
$2,055,000 |
-3,997 |
|
BCJ Capital Management LLC |
130 |
- |
2024-03-31 |
75,644 |
$1,899,000 |
11,319 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1928 |
- |
2024-03-31 |
61,119 |
$1,535,000 |
-1,617 |
|
Advisor Group Holdings Inc. |
2018 |
- |
2024-03-31 |
54,346 |
$1,365,000 |
-28,466 |
|
LINCOLN NATIONAL CORP |
468 |
- |
2024-03-31 |
47,069 |
$1,182,000 |
-9,043 |
|
Kestra Advisory Services LLC |
1278 |
- |
2024-03-31 |
37,210 |
$934,000 |
207 |
|
BKD WEALTH ADVISORS LLC |
220 |
- |
2024-03-31 |
35,933 |
$902,000 |
-7,578 |
|
PRINCIPAL SECURITIES INC. |
527 |
- |
2024-03-31 |
29,471 |
$740,000 |
0 |
|
Michael S. Ryan Inc. |
21 |
- |
2024-03-31 |
23,251 |
$584,000 |
-673 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2187 |
- |
2024-03-31 |
21,937 |
$551,000 |
8,408 |
|
ENVESTNET ASSET MANAGEMENT INC |
3351 |
- |
2024-03-31 |
21,656 |
$544,000 |
1,028 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
443 |
- |
2024-03-31 |
17,365 |
$436,000 |
0 |
|
Brookstone Capital Management |
649 |
- |
2024-03-31 |
17,338 |
$435,000 |
822 |
|
Valtinson Bruner Financial Planning LLC |
83 |
- |
2024-03-31 |
16,217 |
$407,000 |
-21,552 |
|
SageView Advisory Group LLC |
364 |
- |
2024-03-31 |
15,746 |
$386,000 |
-30,728 |
|
AdvisorNet Financial Inc |
341 |
- |
2024-03-31 |
15,157 |
$381,000 |
0 |
|
Berger Financial Group Inc |
246 |
- |
2024-03-31 |
14,718 |
$370,000 |
0 |
|
Cetera Investment Advisers |
1353 |
- |
2024-03-31 |
14,552 |
$365,000 |
-1,206 |
|
JANNEY MONTGOMERY SCOTT LLC |
2255 |
- |
2024-03-31 |
13,248 |
$333,000 |
-984 |
|
CITADEL ADVISORS LLC |
4151 |
- |
2024-03-31 |
12,600 |
$316,000 |
12,600 |
|
LPL FINANCIAL CORP |
4110 |
- |
2024-03-31 |
11,914 |
$299,000 |
-1,578 |
|
HIGHTOWER ADVISORS, LLC |
2639 |
- |
2024-03-31 |
11,921 |
$299,000 |
-2,298 |
|
WPWealth LLP |
55 |
- |
2024-03-31 |
10,672 |
$268,000 |
-9,331 |
|
Prairie Wealth Advisors Inc. |
138 |
- |
2024-03-31 |
10,348 |
$260,000 |
0 |
|
Wealth Alliance |
443 |
- |
2024-03-31 |
10,008 |
$251,000 |
-2,247 |
|
RAYMOND JAMES & ASSOCIATES |
3448 |
- |
2024-03-31 |
9,729 |
$244,000 |
532 |
|
FINANCIAL NETWORK |
2466 |
- |
2024-03-31 |
9,296 |
$233,000 |
-147 |
|
H D Vest Advisory Services |
1472 |
- |
2024-03-31 |
8,897 |
$223,000 |
-712 |
|
Kingsview Wealth Management LLC |
924 |
- |
2024-03-31 |
8,856 |
$222,000 |
216 |
|
TOWNSQUARE CAPITAL LLC |
1114 |
- |
2024-03-31 |
8,652 |
$217,000 |
0 |
|
Financial Network Wealth Advisors LLC |
112 |
- |
2024-03-31 |
8,652 |
$217,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3034 |
*New |
2024-03-31 |
8,440 |
$212,000 |
8,440 |
|
BANK OF MONTREAL /CAN/ |
2620 |
- |
2024-03-31 |
8,285 |
$209,000 |
0 |
|
Pillar Wealth Advisors LLC |
71 |
- |
2024-03-31 |
8,053 |
$202,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1503 |
- |
2024-03-31 |
6,899 |
$173,000 |
-268 |
|
CWM LLC |
1953 |
- |
2024-03-31 |
3,373 |
$85,000 |
0 |
|
Sunbelt Securities Inc. |
777 |
- |
2024-03-31 |
2,833 |
$71,000 |
-2,110 |
|
Clear Point Advisors Inc. |
183 |
- |
2024-03-31 |
2,250 |
$56,000 |
0 |
|
Capital Investment Advisory Services LLC |
665 |
- |
2024-03-31 |
1,812 |
$45,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
283 |
- |
2024-03-31 |
1,718 |
$43,000 |
0 |
|
IFP Advisors Inc |
1719 |
- |
2023-12-31 |
1,215 |
$31,000 |
0 |
|
Matrix Trust Co |
60 |
*New |
2024-03-31 |
1,185 |
$30,000 |
1,185 |
|
UBS Group AG |
6026 |
- |
2024-03-31 |
405 |
$10,000 |
-2,381 |
|
HARBOUR INVESTMENTS INC. |
2213 |
- |
2023-12-31 |
328 |
$8,000 |
0 |
|
PROEQUITIES INC. |
1997 |
- |
2024-03-31 |
112 |
$3,000 |
0 |
|
Long Island Wealth Management Inc. |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,170 |
|
Feltz Wealth PLAN Inc. |
304 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,202 |
|
ADVISORY SERVICES NETWORK, LLC |
2550 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,655 |
|
Benchmark Investment Advisors LLC |
131 |
*Closed |
2024-03-31 |
0 |
$0 |
-64,325 |
|
|
55 Records found
|
1
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