|
Institutional
Holders
Total
Institutions:
|
32 6 |
|
Total
shares held :
|
1,475,010 |
|
% of shares
held :
|
16.39% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
260,115 |
|
% of shares
held change :
|
2.89% |
|
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 |
Advisory Resource Group |
6 |
- |
2024-03-31 |
303,024 |
$11,906,000 |
-37,248 |
|
LPL FINANCIAL CORP |
1574 |
- |
2024-03-31 |
170,434 |
$6,696,000 |
-9,641 |
|
Aveo Capital Partners LLC |
35 |
*New |
2024-03-31 |
171,613 |
$6,524,000 |
171,613 |
|
HIGHTOWER ADVISORS, LLC |
848 |
- |
2024-03-31 |
163,060 |
$6,413,000 |
-4,213 |
|
ENVESTNET ASSET MANAGEMENT INC |
1815 |
- |
2024-03-31 |
159,842 |
$6,280,000 |
5,206 |
|
FINANCIAL NETWORK |
597 |
- |
2024-03-31 |
138,792 |
$5,453,000 |
445 |
|
Advisor Group Holdings Inc. |
979 |
- |
2024-03-31 |
138,557 |
$5,444,000 |
-7,822 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1363 |
- |
2024-03-31 |
93,393 |
$3,669,000 |
27,910 |
|
Rockefeller Capital Management L.P. |
991 |
- |
2024-03-31 |
52,664 |
$2,069,000 |
2,087 |
|
JANE STREET GROUP LLC |
2493 |
- |
2024-03-31 |
41,495 |
$1,630,000 |
32,323 |
|
Prosperity Wealth Management Inc. |
24 |
- |
2024-03-31 |
38,460 |
$1,511,000 |
2,205 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1458 |
- |
2024-03-31 |
37,335 |
$1,467,000 |
-4,457 |
|
Centric Wealth Management |
59 |
- |
2024-03-31 |
37,733 |
$1,421,000 |
4,544 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
156 |
- |
2024-03-31 |
27,743 |
$1,090,000 |
7,690 |
|
H D Vest Advisory Services |
843 |
- |
2024-03-31 |
19,854 |
$780,000 |
5,258 |
|
Capital Investment Advisory Services LLC |
252 |
*New |
2024-03-31 |
16,630 |
$653,000 |
16,630 |
|
DAVIDSON D A & CO |
931 |
*New |
2024-03-31 |
14,682 |
$577,000 |
14,682 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
745 |
- |
2024-03-31 |
14,398 |
$566,000 |
498 |
|
Stratos Wealth Partners LTD. |
919 |
- |
2024-03-31 |
11,726 |
$461,000 |
-8,023 |
|
CITADEL ADVISORS LLC |
4137 |
- |
2024-03-31 |
8,148 |
$320,000 |
8,148 |
|
Kestra Advisory Services LLC |
2043 |
*New |
2024-03-31 |
6,977 |
$274,000 |
6,977 |
|
Belpointe Asset Management LLC |
628 |
- |
2024-03-31 |
6,900 |
$271,000 |
600 |
|
ADVISORY SERVICES NETWORK, LLC |
1253 |
- |
2024-03-31 |
6,025 |
$237,000 |
-200 |
|
Patriot Financial Group Insurance Agency LLC |
440 |
*New |
2024-03-31 |
5,274 |
$207,000 |
5,274 |
|
COZAD ASSET MANAGEMENT INC |
376 |
*New |
2024-03-31 |
5,219 |
$205,000 |
5,219 |
|
Retirement Group LLC |
161 |
- |
2024-03-31 |
1,735 |
$101,000 |
0 |
|
ICA Group Wealth Management LLC |
466 |
*New |
2024-03-31 |
1,945 |
$76,000 |
1,945 |
|
Geneos Wealth Management Inc. |
951 |
- |
2024-03-31 |
1,800 |
$71,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
662 |
- |
2024-03-31 |
1,660 |
$65,000 |
1,110 |
|
Coastal Investment Advisors Inc. |
536 |
- |
2024-03-31 |
1,520 |
$60,000 |
1,520 |
|
EverSource Wealth Advisors LLC |
864 |
- |
2024-03-31 |
1,453 |
$55,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1672 |
- |
2024-03-31 |
1,000 |
$39,000 |
0 |
|
Farther Finance Advisors LLC |
1394 |
- |
2024-03-31 |
698 |
$27,000 |
410 |
|
HARBOUR INVESTMENTS INC. |
1878 |
- |
2023-12-31 |
523 |
$20,000 |
0 |
|
NBC SECURITIES INC. |
1624 |
- |
2024-03-31 |
300 |
$11,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2647 |
*New |
2024-03-31 |
200 |
$8,000 |
200 |
|
MORGAN STANLEY |
6832 |
- |
2024-03-31 |
41 |
$2,000 |
1 |
|
PRIVATE TRUST CO NA |
2175 |
*Closed |
2024-03-31 |
0 |
$0 |
-236 |
|
PROEQUITIES INC. |
2754 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6195 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6016 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,574 |
|
Sepio Capital LLC |
302 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,237 |
|
FMR LLC |
5505 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
43 Records found
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1
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