| |
Institutional
Holders
Total
Institutions:
 |
32  4 |
|
|
Total
shares held :
|
1,521,217 |
|
|
% of shares
held :
|
16.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
271,168 |
|
|
% of shares
held change :
|
3.01% |
|
| 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 |
  LPL FINANCIAL CORP |
1253 |
- |
2024-03-31 |
266,384 |
$11,201,000 |
78,865 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
475 |
- |
2024-03-31 |
236,075 |
$9,927,000 |
-481,440 |
|
| Synergy Financial Management LLC |
36 |
- |
2024-03-31 |
104,458 |
$4,392,000 |
104,458 |
|
| Redhawk Wealth Advisors Inc. |
34 |
- |
2024-03-31 |
101,943 |
$4,287,000 |
45,217 |
|
| MML INVESTORS SERVICES LLC |
777 |
- |
2024-03-31 |
86,566 |
$3,640,000 |
71,813 |
|
| Tidemark LLC |
14 |
- |
2024-03-31 |
65,831 |
$2,768,000 |
63,605 |
|
| Private Advisor Group LLC |
678 |
- |
2024-03-31 |
63,903 |
$2,687,000 |
-2,684 |
|
| FinDec Wealth Services Inc. |
23 |
- |
2024-03-31 |
62,397 |
$2,624,000 |
-1,920 |
|
| Professional Financial Advisors LLC |
24 |
- |
2024-03-31 |
55,055 |
$2,315,000 |
7,995 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1569 |
- |
2024-03-31 |
53,397 |
$2,245,000 |
32,569 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2542 |
- |
2024-03-31 |
48,493 |
$2,039,000 |
23,503 |
|
| FLOW TRADERS U.S. LLC |
191 |
*New |
2024-03-31 |
43,911 |
$1,846,000 |
43,911 |
|
| JANE STREET GROUP LLC |
2644 |
- |
2024-03-31 |
34,118 |
$1,435,000 |
10,792 |
|
| Brookstone Capital Management |
412 |
*New |
2024-03-31 |
33,576 |
$1,412,000 |
33,576 |
|
| STIFEL FINANCIAL CORP |
2059 |
- |
2024-03-31 |
28,708 |
$1,207,000 |
-22 |
|
| ATLAS CAPITAL ADVISORS LLC |
103 |
- |
2024-03-31 |
27,006 |
$1,136,000 |
0 |
|
| Integrated Wealth Concepts LLC |
889 |
- |
2024-03-31 |
16,816 |
$707,000 |
-1,739 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3070 |
- |
2024-03-31 |
15,617 |
$657,000 |
7,121 |
|
| Southland Equity Partners LLC |
88 |
- |
2024-03-31 |
13,279 |
$558,000 |
819 |
|
| Betterment LLC |
267 |
- |
2024-03-31 |
10,929 |
$460,000 |
2,141 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
300 |
*New |
2024-03-31 |
8,637 |
$363,000 |
8,637 |
|
| Sigma Planning Corp |
908 |
*New |
2024-03-31 |
7,762 |
$326,000 |
7,762 |
|
| OLD MISSION CAPITAL LLC |
675 |
- |
2024-03-31 |
7,703 |
$324,000 |
-55,307 |
|
| Western Wealth Management LLC |
507 |
- |
2024-03-31 |
7,062 |
$297,000 |
-53 |
|
| CITADEL ADVISORS LLC |
4341 |
- |
2024-03-31 |
6,108 |
$257,000 |
-77,801 |
|
| MERIDIAN MANAGEMENT CO |
87 |
- |
2024-03-31 |
5,738 |
$241,000 |
2 |
|
| MULTIFINANCIAL SECURITIES CORP |
2083 |
*New |
2024-03-31 |
5,672 |
$239,000 |
5,672 |
|
| DANA INVESTMENT ADVISORS INC |
517 |
*New |
2024-03-31 |
4,867 |
$205,000 |
4,867 |
|
| HARBOUR INVESTMENTS INC. |
898 |
- |
2023-12-31 |
4,895 |
$180,000 |
15 |
|
| Geneos Wealth Management Inc. |
836 |
- |
2024-03-31 |
2,481 |
$104,000 |
0 |
|
| PRIVATE TRUST CO NA |
913 |
- |
2024-03-31 |
2,087 |
$88,000 |
-286 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1733 |
*New |
2024-03-31 |
453 |
$19,000 |
453 |
|
| ICA Group Wealth Management LLC |
840 |
*New |
2024-03-31 |
317 |
$13,000 |
317 |
|
| BANK OF MONTREAL /CAN/ |
3281 |
- |
2024-03-31 |
90 |
$4,000 |
0 |
|
| FMR LLC |
4508 |
- |
2024-03-31 |
56 |
$2,000 |
56 |
|
| Aptus Capital Advisors LLC |
1112 |
- |
2024-03-31 |
44 |
$2,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
1067 |
*New |
2024-03-31 |
19 |
$1,000 |
19 |
|
| Advisor Group Holdings Inc. |
6477 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
| UBS Group AG |
7241 |
*Closed |
2024-03-31 |
0 |
$0 |
-467 |
|
| WELLS FARGO & CO/MN |
5900 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
| MORGAN STANLEY |
7385 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
| CLS INVESTMENT FIRM LLC |
1365 |
*Closed |
2022-12-31 |
0 |
$0 |
-7,419 |
|
| PROEQUITIES INC. |
8695 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ORG Partners LLC |
924 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,186 |
|
|
44 Records found
|
1
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