|
Institutional
Holders
Total
Institutions:
|
35 2 |
|
Total
shares held :
|
1,685,854 |
|
% of shares
held :
|
18.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
-555,752 |
|
% of shares
held change :
|
-6.18% |
|
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 |
Foundations Investment Advisors LLC |
29 |
- |
2024-03-31 |
600,627 |
$28,566,000 |
81,569 |
|
Advisor Group Holdings Inc. |
642 |
- |
2024-03-31 |
229,467 |
$10,914,000 |
76,772 |
|
Kestra Advisory Services LLC |
320 |
- |
2024-03-31 |
201,213 |
$9,570,000 |
189,365 |
|
LPL FINANCIAL CORP |
1461 |
- |
2024-03-31 |
168,168 |
$7,998,000 |
21,553 |
|
Atria Wealth Solutions Inc. |
251 |
- |
2024-03-31 |
156,277 |
$7,433,000 |
91,898 |
|
Goss Wealth Management LLC |
280 |
- |
2024-03-31 |
154,379 |
$7,342,000 |
16,510 |
|
RAYMOND JAMES & ASSOCIATES |
1451 |
- |
2024-03-31 |
127,281 |
$6,053,000 |
37,461 |
|
Stewardship Advisors LLC |
17 |
*New |
2024-03-31 |
113,485 |
$5,397,000 |
113,485 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
742 |
- |
2024-03-31 |
104,631 |
$4,976,000 |
17,435 |
|
Client First Investment Management LLC |
4 |
*New |
2024-03-31 |
93,576 |
$4,450,000 |
93,576 |
|
H D Vest Advisory Services |
357 |
- |
2024-03-31 |
83,579 |
$3,975,000 |
1,657 |
|
JANE STREET GROUP LLC |
1677 |
- |
2024-03-31 |
68,660 |
$3,265,000 |
68,660 |
|
CAMARDA FINANCIAL ADVISORS, LLC |
19 |
- |
2024-03-31 |
62,737 |
$2,984,000 |
-2,232 |
|
FINANCIAL NETWORK |
952 |
- |
2024-03-31 |
48,209 |
$2,293,000 |
-6,218 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
106 |
- |
2024-03-31 |
39,422 |
$1,875,000 |
2,682 |
|
Moors & Cabot Inc. |
221 |
- |
2024-03-31 |
32,606 |
$1,551,000 |
16,166 |
|
ADVISORY SERVICES NETWORK, LLC |
565 |
- |
2024-03-31 |
29,603 |
$1,408,000 |
-8,960 |
|
STIFEL FINANCIAL CORP |
1982 |
- |
2024-03-31 |
29,142 |
$1,386,000 |
21,588 |
|
Perigon Wealth Management LLC |
316 |
*New |
2024-03-31 |
26,721 |
$1,271,000 |
26,721 |
|
MULTIFINANCIAL SECURITIES CORP |
1040 |
- |
2024-03-31 |
26,523 |
$1,261,000 |
14,429 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2106 |
- |
2024-03-31 |
24,897 |
$1,184,000 |
708 |
|
We Are One Seven LLC |
310 |
- |
2024-03-31 |
24,350 |
$1,158,000 |
3,100 |
|
Wright Fund Managment LLC |
52 |
- |
2024-03-31 |
22,336 |
$1,062,000 |
0 |
|
Fortress Wealth Group LLC |
37 |
*New |
2024-03-31 |
17,024 |
$813,000 |
17,024 |
|
HARBOUR INVESTMENTS INC. |
418 |
- |
2023-12-31 |
16,938 |
$798,000 |
-823 |
|
Sigma Planning Corp |
577 |
*New |
2024-03-31 |
16,495 |
$785,000 |
16,495 |
|
Cornerstone Wealth Management LLC |
293 |
- |
2024-03-31 |
12,912 |
$614,000 |
1,355 |
|
PSI Advisors LLC |
69 |
*New |
2024-03-31 |
12,529 |
$596,000 |
12,529 |
|
LINCOLN NATIONAL CORP |
707 |
*New |
2024-03-31 |
11,442 |
$544,000 |
11,442 |
|
J.W. COLE ADVISORS INC. |
520 |
*New |
2024-03-31 |
11,106 |
$528,000 |
11,106 |
|
Rockefeller Capital Management L.P. |
1452 |
*New |
2024-03-31 |
10,901 |
$518,000 |
10,901 |
|
ENVESTNET ASSET MANAGEMENT INC |
3410 |
- |
2024-03-31 |
10,353 |
$492,000 |
5,188 |
|
Price Capital Management Inc. |
2 |
*New |
2024-03-31 |
10,000 |
$476,000 |
10,000 |
|
MML INVESTORS SERVICES LLC |
1875 |
- |
2024-03-31 |
9,022 |
$429,000 |
-1,107 |
|
Sequent Planning LLC |
107 |
- |
2024-03-31 |
6,925 |
$329,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2788 |
*New |
2024-03-31 |
6,630 |
$315,000 |
6,630 |
|
IVC Wealth Advisors LLC |
122 |
*New |
2024-03-31 |
6,351 |
$302,000 |
6,351 |
|
CENTAURUS FINANCIAL INC. |
524 |
- |
2024-03-31 |
5,762 |
$274,000 |
1,740 |
|
Imprint Wealth LLC |
245 |
*New |
2024-03-31 |
5,642 |
$268,000 |
5,642 |
|
Andrew Hill Investment Advisors Inc. |
44 |
- |
2024-03-31 |
5,215 |
$248,000 |
55 |
|
GOLDMAN SACHS GROUP INC/ |
4190 |
*New |
2024-03-31 |
4,972 |
$236,000 |
4,972 |
|
Secure Asset Management LLC |
210 |
*New |
2024-03-31 |
4,948 |
$235,000 |
4,948 |
|
Private Advisor Group LLC |
2000 |
- |
2024-03-31 |
4,928 |
$234,000 |
0 |
|
Stratos Wealth Partners LTD. |
1255 |
*New |
2024-03-31 |
4,362 |
$207,000 |
4,362 |
|
TrueWealth Advisors LLC |
201 |
- |
2024-03-31 |
4,341 |
$206,000 |
4,341 |
|
Geneos Wealth Management Inc. |
834 |
- |
2024-03-31 |
2,200 |
$105,000 |
0 |
|
GPS Wealth Strategies Group LLC |
377 |
*New |
2024-03-31 |
2,110 |
$100,000 |
2,110 |
|
Coastal Investment Advisors Inc. |
511 |
- |
2024-03-31 |
1,569 |
$75,000 |
1,569 |
|
ROYAL BANK OF CANADA |
4880 |
*New |
2024-03-31 |
1,197 |
$57,000 |
1,197 |
|
Capital Investment Advisory Services LLC |
775 |
- |
2024-03-31 |
335 |
$16,000 |
0 |
|
UBS Group AG |
5906 |
*New |
2024-03-31 |
260 |
$12,000 |
260 |
|
CWM LLC |
3307 |
- |
2024-03-31 |
204 |
$10,000 |
10 |
|
PRINCIPAL SECURITIES INC. |
2323 |
*New |
2024-03-31 |
200 |
$10,000 |
200 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1308 |
*New |
2024-03-31 |
100 |
$5,000 |
100 |
|
CALDWELL SUTTER CAPITAL INC. |
751 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
WELLS FARGO & CO/MN |
5847 |
- |
2024-03-31 |
1 |
$0 |
-414 |
|
IFP Advisors Inc |
2979 |
*Closed |
2023-12-31 |
0 |
$0 |
-218,924 |
|
J P MORGAN CHASE & CO |
5972 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,024 |
|
CITADEL ADVISORS LLC |
6412 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,590 |
|
Valtinson Bruner Financial Planning LLC |
121 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,204 |
|
PROSPERA FINANCIAL SERVICES |
1117 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,797 |
|
MORGAN STANLEY |
7706 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
Global Assets Advisory LLC |
97 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,600 |
|
PROEQUITIES INC. |
10130 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
64 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
|
|
|