| |
Institutional
Holders
Total
Institutions:
 |
13  1 |
|
|
Total
shares held :
|
580,591 |
|
|
% of shares
held :
|
6.45% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
|
Amount
of shares held :
|
-13,362 |
|
|
% of shares
held change :
|
-0.15% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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|
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 |
  AE Wealth Management LLC |
55 |
*New |
2024-03-31 |
1,283,746 |
$36,869,000 |
1,283,746 |
|
| GRADIENT INVESTMENTS LLC |
49 |
*New |
2024-03-31 |
861,979 |
$24,756,000 |
861,979 |
|
| Advisor Group Holdings Inc. |
603 |
- |
2024-03-31 |
411,037 |
$11,805,000 |
364,050 |
|
| Mid-American Wealth Advisory Group Inc. |
3 |
*New |
2024-03-31 |
349,196 |
$10,029,000 |
349,196 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1096 |
- |
2024-03-31 |
192,608 |
$5,532,000 |
119,267 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1934 |
*New |
2024-03-31 |
182,865 |
$5,252,000 |
182,865 |
|
| Outlook Wealth Advisors LLC |
21 |
*New |
2024-03-31 |
122,800 |
$3,527,000 |
122,800 |
|
| Atria Wealth Solutions Inc. |
492 |
*New |
2024-03-31 |
104,819 |
$3,010,000 |
104,819 |
|
| Kestra Advisory Services LLC |
802 |
- |
2024-03-31 |
81,685 |
$2,346,000 |
-43,828 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1207 |
*New |
2024-03-31 |
75,155 |
$2,158,000 |
75,155 |
|
| FINANCIAL NETWORK |
1113 |
- |
2024-03-31 |
59,179 |
$1,700,000 |
34,358 |
|
| Great Lakes Retirement Inc. |
86 |
*New |
2024-03-31 |
56,662 |
$1,627,000 |
56,662 |
|
| LPL FINANCIAL CORP |
2743 |
- |
2024-03-31 |
53,434 |
$1,535,000 |
7,154 |
|
| Donald L. Hagan LLC |
31 |
*New |
2024-03-31 |
51,963 |
$1,492,000 |
51,963 |
|
| JANE STREET GROUP LLC |
2681 |
*New |
2024-03-31 |
48,157 |
$1,383,000 |
48,157 |
|
| Cetera Investment Advisers |
802 |
*New |
2024-03-31 |
44,034 |
$1,265,000 |
44,034 |
|
| Authentikos Wealth Advisory LLC |
21 |
*New |
2024-03-31 |
37,993 |
$1,091,000 |
37,993 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2711 |
- |
2024-03-31 |
30,693 |
$882,000 |
-14,432 |
|
| Castle Rock Wealth Management LLC |
118 |
*New |
2024-03-31 |
29,867 |
$845,000 |
29,867 |
|
| Strategic Blueprint LLC |
299 |
- |
2024-03-31 |
25,701 |
$738,000 |
8,600 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2288 |
*New |
2024-03-31 |
23,281 |
$669,000 |
23,281 |
|
| CENTAURUS FINANCIAL INC. |
346 |
*New |
2024-03-31 |
21,114 |
$606,000 |
21,114 |
|
| Encompass More Asset Management |
48 |
*New |
2024-03-31 |
19,840 |
$570,000 |
19,840 |
|
| Allianz Investment Management U.S. LLC |
31 |
- |
2024-03-31 |
19,700 |
$566,000 |
-170,000 |
|
| Envestnet Portfolio Solutions Inc. |
1105 |
*New |
2024-03-31 |
18,173 |
$522,000 |
18,173 |
|
| PFG Advisors |
390 |
*New |
2024-03-31 |
17,017 |
$489,000 |
17,017 |
|
| GeoWealth Management LLC |
490 |
*New |
2024-03-31 |
13,797 |
$396,000 |
13,797 |
|
| MULTIFINANCIAL SECURITIES CORP |
1898 |
*New |
2024-03-31 |
10,920 |
$314,000 |
10,920 |
|
| BCGM Wealth Management LLC |
119 |
*New |
2024-03-31 |
10,108 |
$290,000 |
10,108 |
|
| Focus Financial Network Inc. |
501 |
- |
2024-03-31 |
10,185 |
$287,000 |
0 |
|
| Csenge Advisory Group |
575 |
*New |
2024-03-31 |
9,532 |
$274,000 |
9,532 |
|
| Epic Trust Investment Advisors LLC |
95 |
*New |
2024-03-31 |
8,500 |
$244,000 |
8,500 |
|
| LINCOLN NATIONAL CORP |
1084 |
*New |
2024-03-31 |
7,728 |
$222,000 |
7,728 |
|
| HARBOUR INVESTMENTS INC. |
1613 |
- |
2023-12-31 |
1,200 |
$34,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
833 |
*New |
2024-03-31 |
1,200 |
$34,000 |
1,200 |
|
| Pineridge Advisors LLC |
180 |
*New |
2024-03-31 |
1,054 |
$30,000 |
1,054 |
|
| MORGAN STANLEY |
6213 |
*New |
2024-03-31 |
796 |
$23,000 |
796 |
|
| IFP Advisors Inc |
2330 |
- |
2023-12-31 |
200 |
$6,000 |
0 |
|
| Richard W. Paul & Associates LLC |
395 |
*New |
2024-03-31 |
115 |
$3,000 |
115 |
|
| CITADEL ADVISORS LLC |
5765 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,653 |
|
| PROEQUITIES INC. |
5885 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| UBS Group AG |
8319 |
*Closed |
2024-03-31 |
0 |
$0 |
-670 |
|
|
42 Records found
|
1
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