|
Institutional
Holders
Total
Institutions:
|
29 0 |
|
Total
shares held :
|
1,318,558 |
|
% of shares
held :
|
64.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
20,111 |
|
% of shares
held change :
|
0.99% |
|
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 |
AE Wealth Management LLC |
27 |
- |
2024-03-31 |
1,970,380 |
$57,058,000 |
1,762,120 |
|
Advisor Group Holdings Inc. |
589 |
- |
2024-03-31 |
419,926 |
$12,161,000 |
277,497 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
941 |
- |
2024-03-31 |
250,762 |
$7,262,000 |
156,452 |
|
Kestra Advisory Services LLC |
448 |
- |
2024-03-31 |
217,451 |
$6,297,000 |
47,141 |
|
WealthPlan Investment Management LLC |
59 |
*New |
2024-03-31 |
142,787 |
$4,135,000 |
142,787 |
|
Atria Wealth Solutions Inc. |
394 |
- |
2024-03-31 |
139,742 |
$4,047,000 |
54,751 |
|
Outlook Wealth Advisors LLC |
19 |
- |
2024-03-31 |
133,915 |
$3,878,000 |
117,501 |
|
Kaye Capital Management |
17 |
- |
2024-03-31 |
103,563 |
$2,999,000 |
-1,432 |
|
Authentikos Wealth Advisory LLC |
12 |
*New |
2024-03-31 |
79,855 |
$2,312,000 |
79,855 |
|
Great Lakes Retirement Inc. |
67 |
*New |
2024-03-31 |
77,092 |
$2,232,000 |
77,092 |
|
Feltz Wealth PLAN Inc. |
107 |
*New |
2024-03-31 |
75,736 |
$2,193,000 |
75,736 |
|
Strategic Blueprint LLC |
156 |
- |
2024-03-31 |
63,828 |
$1,848,000 |
-9,179 |
|
Donald L. Hagan LLC |
30 |
*New |
2024-03-31 |
51,573 |
$1,493,000 |
51,573 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2207 |
- |
2024-03-31 |
46,073 |
$1,334,000 |
8,168 |
|
ENVESTNET ASSET MANAGEMENT INC |
2933 |
- |
2024-03-31 |
38,904 |
$1,127,000 |
28,373 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2122 |
*New |
2024-03-31 |
30,697 |
$889,000 |
30,697 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1849 |
- |
2024-03-31 |
28,428 |
$823,000 |
19,338 |
|
Cetera Investment Advisers |
1099 |
- |
2024-03-31 |
22,335 |
$647,000 |
7,151 |
|
Clear Point Advisors Inc. |
51 |
*New |
2024-03-31 |
21,777 |
$631,000 |
21,777 |
|
Encompass More Asset Management |
47 |
*New |
2024-03-31 |
19,670 |
$570,000 |
19,670 |
|
Envestnet Portfolio Solutions Inc. |
1078 |
- |
2024-03-31 |
19,169 |
$555,000 |
3,790 |
|
MULTIFINANCIAL SECURITIES CORP |
1533 |
- |
2024-03-31 |
18,775 |
$544,000 |
-27,510 |
|
FINANCIAL NETWORK |
1874 |
*New |
2024-03-31 |
18,776 |
$544,000 |
18,776 |
|
H D Vest Advisory Services |
997 |
- |
2024-03-31 |
18,406 |
$533,000 |
1,270 |
|
JANE STREET GROUP LLC |
3822 |
*New |
2024-03-31 |
17,898 |
$518,000 |
17,898 |
|
Csenge Advisory Group |
423 |
*New |
2024-03-31 |
17,740 |
$514,000 |
17,740 |
|
Lantern Wealth Advisors LLC |
75 |
*New |
2024-03-31 |
17,154 |
$497,000 |
17,154 |
|
Kingdom Financial Group LLC. |
34 |
*New |
2024-03-31 |
15,176 |
$439,000 |
15,176 |
|
Belpointe Asset Management LLC |
492 |
- |
2024-03-31 |
13,863 |
$401,000 |
0 |
|
Wealth Group Ltd. |
92 |
- |
2024-03-31 |
12,449 |
$360,000 |
0 |
|
PFG Advisors |
510 |
*New |
2024-03-31 |
10,876 |
$315,000 |
10,876 |
|
GeoWealth Management LLC |
558 |
*New |
2024-03-31 |
10,801 |
$313,000 |
10,801 |
|
Focus Financial Network Inc. |
489 |
- |
2024-03-31 |
10,598 |
$302,000 |
0 |
|
Herold Advisors Inc. |
223 |
*New |
2024-03-31 |
9,767 |
$283,000 |
9,767 |
|
LPL FINANCIAL CORP |
4292 |
- |
2024-03-31 |
8,000 |
$232,000 |
-230 |
|
SECURED RETIREMENT ADVISORS LLC |
103 |
*New |
2024-03-31 |
7,923 |
$229,000 |
7,923 |
|
Gallagher Fiduciary Advisors LLC |
188 |
*New |
2024-03-31 |
7,075 |
$205,000 |
7,075 |
|
HARBOUR INVESTMENTS INC. |
965 |
- |
2023-12-31 |
5,478 |
$153,000 |
0 |
|
Allianz Investment Management U.S. LLC |
35 |
- |
2024-03-31 |
5,000 |
$145,000 |
-147,041 |
|
CENTAURUS FINANCIAL INC. |
725 |
*New |
2024-03-31 |
4,159 |
$120,000 |
4,159 |
|
IFP Advisors Inc |
1157 |
- |
2023-12-31 |
4,189 |
$117,000 |
0 |
|
NBC SECURITIES INC. |
939 |
- |
2024-03-31 |
3,889 |
$112,000 |
-200 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
281 |
- |
2024-03-31 |
2,894 |
$84,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
644 |
- |
2024-03-31 |
2,400 |
$69,000 |
400 |
|
Pineridge Advisors LLC |
111 |
*New |
2024-03-31 |
2,244 |
$65,000 |
2,244 |
|
Richard W. Paul & Associates LLC |
336 |
*New |
2024-03-31 |
240 |
$7,000 |
240 |
|
TUCKER ASSET MANAGEMENT LLC |
629 |
*New |
2023-12-31 |
127 |
$4,000 |
127 |
|
UBS Group AG |
7487 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,686 |
|
OLD MISSION CAPITAL LLC |
915 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,245 |
|
PROEQUITIES INC. |
5899 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
6014 |
*Closed |
2024-03-31 |
0 |
$0 |
-35,345 |
|
CITADEL ADVISORS LLC |
6346 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,189 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
830 |
*Closed |
2024-03-31 |
0 |
$0 |
-83 |
|
|
53 Records found
|
1
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