|
Institutional
Holders
Total
Institutions:
|
47 8 |
|
Total
shares held :
|
3,318,566 |
|
% of shares
held :
|
77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
Amount
of shares held :
|
586,064 |
|
% of shares
held change :
|
13.6% |
|
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 |
RFG HOLDINGS INC. |
4 |
- |
2024-03-31 |
685,087 |
$19,443,000 |
189,731 |
|
Royal Harbor Partners LLC |
6 |
- |
2024-03-31 |
474,076 |
$13,454,000 |
5,556 |
|
UBS Group AG |
1438 |
- |
2024-03-31 |
458,345 |
$13,008,000 |
378,062 |
|
Luken Investment Analytics LLC |
4 |
- |
2024-03-31 |
400,515 |
$11,367,000 |
20,401 |
|
Zega Financial LLC |
9 |
- |
2024-03-31 |
257,865 |
$7,318,000 |
-3,569 |
|
Hedeker Wealth Management Group LLC |
19 |
- |
2024-03-31 |
209,903 |
$5,957,000 |
-6,275 |
|
ENVESTNET ASSET MANAGEMENT INC |
1962 |
- |
2024-03-31 |
177,178 |
$5,028,000 |
31,020 |
|
Advisor Group Holdings Inc. |
1130 |
- |
2024-03-31 |
152,666 |
$4,333,000 |
-43,806 |
|
Equitable Holdings Inc. |
333 |
- |
2024-03-31 |
109,809 |
$3,116,000 |
42,518 |
|
LPL FINANCIAL CORP |
2207 |
- |
2024-03-31 |
99,213 |
$2,816,000 |
28,320 |
|
AE Wealth Management LLC |
444 |
- |
2024-03-31 |
87,415 |
$2,481,000 |
271 |
|
Auour Investments LLC |
28 |
- |
2024-03-31 |
86,226 |
$2,447,000 |
13,232 |
|
HARBOR ADVISORY CORP /MA/ |
42 |
- |
2024-03-31 |
84,058 |
$2,386,000 |
0 |
|
HORIZON INVESTMENTS, LLC/SC |
150 |
- |
2024-03-31 |
78,962 |
$2,211,000 |
31 |
|
Orion Portfolio Solutions LLC |
661 |
- |
2024-03-31 |
70,147 |
$1,991,000 |
319 |
|
RAYMOND JAMES & ASSOCIATES |
2260 |
- |
2024-03-31 |
58,650 |
$1,664,000 |
39,750 |
|
VIRTU FINANCIAL LLC |
126 |
*New |
2023-12-31 |
56,024 |
$1,576,000 |
56,024 |
|
JANE STREET GROUP LLC |
2683 |
- |
2024-03-31 |
48,668 |
$1,381,000 |
48,668 |
|
HIGHTOWER ADVISORS, LLC |
1672 |
- |
2024-03-31 |
42,762 |
$1,210,000 |
25,204 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1622 |
- |
2024-03-31 |
40,401 |
$1,147,000 |
1,539 |
|
ADVISORY SERVICES NETWORK, LLC |
659 |
- |
2024-03-31 |
37,527 |
$1,065,000 |
2,536 |
|
Envestnet Portfolio Solutions Inc. |
859 |
- |
2024-03-31 |
33,056 |
$938,000 |
17,426 |
|
HANOVER ADVISORS INC |
25 |
- |
2024-03-31 |
33,006 |
$937,000 |
0 |
|
SHEETS SMITH & ASSOCIATES INC |
174 |
- |
2024-03-31 |
30,292 |
$860,000 |
7,847 |
|
Collaborative Wealth Managment Inc. |
64 |
- |
2024-03-31 |
26,056 |
$739,000 |
9,284 |
|
L & S ADVISORS INC |
167 |
- |
2024-03-31 |
25,526 |
$724,000 |
960 |
|
Great Lakes Retirement Inc. |
157 |
- |
2024-03-31 |
21,895 |
$621,000 |
7,446 |
|
Centennial Wealth Advisory LLC |
48 |
- |
2024-03-31 |
21,292 |
$604,000 |
461 |
|
Cooper Financial Group |
189 |
- |
2024-03-31 |
20,399 |
$579,000 |
-607 |
|
Arete Wealth Advisors LLC |
296 |
- |
2024-03-31 |
16,862 |
$479,000 |
7 |
|
THOMPSON DAVIS & CO. INC. |
43 |
*New |
2024-03-31 |
15,700 |
$446,000 |
15,700 |
|
CWM LLC |
1177 |
- |
2024-03-31 |
15,274 |
$433,000 |
-229 |
|
Marshall Financial Group LLC |
133 |
- |
2024-03-31 |
14,575 |
$414,000 |
-71 |
|
NovaPoint Capital LLC |
103 |
- |
2024-03-31 |
12,874 |
$365,000 |
-289 |
|
Coppell Advisory Solutions Corp. |
181 |
*New |
2024-03-31 |
12,601 |
$358,000 |
12,601 |
|
Goss Wealth Management LLC |
1545 |
- |
2024-03-31 |
12,210 |
$347,000 |
2,210 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2830 |
- |
2024-03-31 |
10,508 |
$298,000 |
322 |
|
BluePath Capital Management LLC |
101 |
- |
2024-03-31 |
9,081 |
$258,000 |
9,081 |
|
COMERICA BANK |
2209 |
- |
2024-03-31 |
8,687 |
$247,000 |
-2,135 |
|
Coppell Advisory Solutions LLC |
236 |
- |
2023-12-31 |
8,679 |
$244,000 |
8,679 |
|
REDMONT WEALTH ADVISORS LLC |
61 |
- |
2024-03-31 |
8,439 |
$240,000 |
-13 |
|
LPF Advisors LLC |
25 |
- |
2024-03-31 |
7,831 |
$222,000 |
-523 |
|
Archford Capital Strategies LLC |
242 |
*New |
2024-03-31 |
7,709 |
$219,000 |
7,709 |
|
Householder Group Estate & Retirement Specialist L |
234 |
- |
2024-03-31 |
7,540 |
$214,000 |
1,901 |
|
Atlantic Trust LLC |
166 |
- |
2024-03-31 |
4,555 |
$129,000 |
0 |
|
VisionPoint Advisory Group LLC |
355 |
*New |
2024-03-31 |
900 |
$26,000 |
900 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
974 |
- |
2024-03-31 |
677 |
$19,000 |
0 |
|
IFP Advisors Inc |
1990 |
*New |
2023-12-31 |
522 |
$15,000 |
522 |
|
HANSON MCCLAIN, INC. |
1993 |
*New |
2024-03-31 |
462 |
$13,000 |
462 |
|
J P MORGAN CHASE & CO |
5160 |
*New |
2024-03-31 |
150 |
$4,000 |
150 |
|
OLD MISSION CAPITAL LLC |
949 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,818 |
|
MULTIFINANCIAL SECURITIES CORP |
2402 |
*Closed |
2024-03-31 |
0 |
$0 |
-54,870 |
|
FMR LLC |
5355 |
*Closed |
2024-03-31 |
0 |
$0 |
-170 |
|
Fortitude Family Office LLC |
1032 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,959 |
|
MORGAN STANLEY |
7467 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
Clear Point Advisors Inc. |
502 |
*Closed |
2024-03-31 |
0 |
$0 |
-9 |
|
Beacon Harbor Wealth Advisors Inc. |
74 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,142 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
839 |
*Closed |
2024-03-31 |
0 |
$0 |
-95 |
|
PROEQUITIES INC. |
9629 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
3EDGE Asset Management LP |
70 |
*Closed |
2024-03-31 |
0 |
$0 |
-51,373 |
|
|
60 Records found
|
1
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