|
Institutional
Holders
Total
Institutions:
|
28 13 |
|
Total
shares held :
|
3,306,401 |
|
% of shares
held :
|
36.74% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
121,481 |
|
% of shares
held change :
|
1.35% |
|
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 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
312 |
- |
2024-03-31 |
797,625 |
$20,802,000 |
21,958 |
|
LPL FINANCIAL CORP |
998 |
- |
2024-03-31 |
669,226 |
$17,453,000 |
259,285 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
675 |
- |
2024-03-31 |
507,263 |
$13,229,000 |
228,775 |
|
ROYAL BANK OF CANADA |
1373 |
- |
2024-03-31 |
469,272 |
$12,239,000 |
74,644 |
|
Sowell Financial Services LLC |
72 |
- |
2024-03-31 |
276,394 |
$7,208,000 |
56,944 |
|
Next Level Private LLC |
13 |
- |
2024-03-31 |
183,826 |
$4,794,000 |
19,957 |
|
RAYMOND JAMES & ASSOCIATES |
1618 |
- |
2024-03-31 |
180,354 |
$4,704,000 |
69,500 |
|
ENVESTNET ASSET MANAGEMENT INC |
2169 |
- |
2024-03-31 |
143,927 |
$3,754,000 |
22,062 |
|
STIFEL FINANCIAL CORP |
1333 |
- |
2024-03-31 |
135,512 |
$3,534,000 |
69,175 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1448 |
- |
2024-03-31 |
119,845 |
$3,126,000 |
24,706 |
|
Advisor Group Holdings Inc. |
1529 |
- |
2024-03-31 |
95,712 |
$2,489,000 |
-67,282 |
|
ATRIA INVESTMENTS LLC |
554 |
*New |
2023-12-31 |
87,710 |
$2,254,000 |
87,710 |
|
JANE STREET GROUP LLC |
2256 |
- |
2024-03-31 |
75,868 |
$1,979,000 |
75,868 |
|
LVZ Advisors Inc. |
34 |
- |
2024-03-31 |
71,635 |
$1,868,000 |
1,320 |
|
H D Vest Advisory Services |
561 |
- |
2024-03-31 |
69,158 |
$1,804,000 |
20,033 |
|
Summit Investment Advisory Services LLC |
15 |
- |
2024-03-31 |
60,829 |
$1,586,000 |
-19,866 |
|
Steward Partners Investment Advisory LLC |
696 |
- |
2024-03-31 |
52,421 |
$1,367,000 |
1,771 |
|
FINANCIAL NETWORK |
1267 |
*New |
2024-03-31 |
51,343 |
$1,339,000 |
51,343 |
|
Lido Advisors LLC |
601 |
- |
2024-03-31 |
35,896 |
$936,000 |
-2,920 |
|
Kestra Advisory Services LLC |
1280 |
- |
2024-03-31 |
35,716 |
$931,000 |
18,762 |
|
SFG Wealth Management LLC. |
42 |
*New |
2024-03-31 |
23,658 |
$617,000 |
23,658 |
|
JANNEY MONTGOMERY SCOTT LLC |
1811 |
- |
2024-03-31 |
23,559 |
$614,000 |
3,336 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2360 |
*New |
2024-03-31 |
17,000 |
$443,000 |
17,000 |
|
PRIVATE TRUST CO NA |
415 |
- |
2024-03-31 |
16,336 |
$426,000 |
1,251 |
|
PROSPERA FINANCIAL SERVICES |
844 |
*New |
2023-12-31 |
11,733 |
$302,000 |
11,733 |
|
Perigon Wealth Management LLC |
697 |
- |
2024-03-31 |
10,765 |
$281,000 |
2,000 |
|
BARRETT & COMPANY INC. |
296 |
- |
2024-03-31 |
1,500 |
$39,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1744 |
*New |
2023-12-31 |
1,005 |
$26,000 |
1,005 |
|
J P MORGAN CHASE & CO |
5091 |
- |
2024-03-31 |
224 |
$6,000 |
0 |
|
SRS Capital Advisors Inc. |
1074 |
*New |
2024-03-31 |
60 |
$2,000 |
60 |
|
LexAurum Advisors LLC |
301 |
*Closed |
2024-03-31 |
0 |
$0 |
-52,500 |
|
UBS Group AG |
7922 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,869 |
|
PROEQUITIES INC. |
10124 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
33 Records found
|
1
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