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Get Institutions for : 
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$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    12
Total shares held : 
 182,604  
% of shares held : 
 2.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 182,604  
% of shares held change : 
   2.03%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 182,604
 100%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HANSON MCCLAIN, INC. 17 *New 2024-03-31 4,017,325 $119,315,000 4,017,325
   AIA Group Ltd 5 *New 2024-03-31 3,443,929 $102,285,000 3,443,929
   PINNACLE ASSOCIATES LTD 104 *New 2024-03-31 548,868 $16,301,000 548,868
   LAZARD ASSET MANAGEMENT LLC 391 *New 2024-03-31 362,290 $10,777,000 362,290
   ANNEX ADVISORY SERVICES, LLC 59 *New 2024-03-31 277,599 $8,245,000 277,599
   Verum Partners LLC 11 - 2024-03-31 196,227 $5,828,000 140,475
   COLONY GROUP, LLC 303 *New 2024-03-31 193,963 $5,573,000 193,963
   FFT WEALTH MANAGEMENT LLC 29 *New 2024-03-31 158,864 $4,718,000 158,864
   LGL PARTNERS LLC 19 *New 2024-03-31 130,636 $3,880,000 130,636
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1298 *New 2024-03-31 125,187 $3,718,000 125,187
   Auxano Advisors LLC 20 *New 2024-03-31 110,951 $3,295,000 110,951
   CIBC WORLD MARKETS INC. 496 *New 2024-03-31 105,416 $3,131,000 105,416
   COMMONWEALTH EQUITY SERVICES LLC. 1651 - 2024-03-31 79,641 $2,365,000 68,528
   Colony Family Offices LLC 26 - 2024-03-31 67,482 $2,007,000 46,819
   Arete Wealth Advisors LLC 135 *New 2024-03-31 64,450 $1,914,000 64,450
   Kelman-Lazarov Inc. 33 *New 2024-03-31 63,520 $1,887,000 63,520
   New Republic Capital LLC 22 *New 2024-03-31 56,385 $1,677,000 56,385
   New England Private Wealth Advisors LLC 60 - 2024-03-31 53,049 $1,574,000 26,278
   Sprinkle Financial Consultants LLC 23 *New 2024-03-31 40,186 $1,194,000 40,186
   INTL FCSTONE INC. 154 *New 2024-03-31 35,699 $1,062,000 35,699
   Princeton Global Asset Management LLC 80 *New 2024-03-31 31,509 $936,000 31,509
   Mutual Advisors LLC 515 - 2024-03-31 29,140 $865,000 21,440
   Heron Bay Capital Management 62 *New 2024-03-31 18,963 $563,000 18,963
   Toroso Investments LLC 1149 *New 2024-03-31 17,559 $522,000 17,559
   SMITH MOORE & CO. 278 *New 2024-03-31 15,717 $467,000 15,717
   J P MORGAN CHASE & CO 3826 *New 2024-03-31 14,185 $421,000 14,185
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3695 - 2024-03-31 13,512 $401,000 -15,250
   CRESTWOOD ADVISORS LLC 311 *New 2024-03-31 13,099 $389,000 13,099
   Canvas Wealth Advisors LLC 91 *New 2024-03-31 13,229 $379,000 13,229
   STUDIO INVESTMENT MANAGEMENT LLC 123 *New 2024-03-31 12,166 $362,000 12,166
   Edge Financial Advisors LLC 84 - 2024-03-31 11,908 $354,000 0
   JANNEY MONTGOMERY SCOTT LLC 2247 - 2024-03-31 11,278 $335,000 878
   Argent Trust Co 499 *New 2024-03-31 11,080 $329,000 11,080
   Atria Wealth Solutions Inc. 1548 *New 2024-03-31 10,026 $298,000 10,026
   Envestnet Portfolio Solutions Inc. 1362 *New 2024-03-31 10,026 $298,000 10,026
   KFG WEALTH MANAGEMENT LLC 119 *New 2024-03-31 9,760 $290,000 9,760
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1976 *New 2024-03-31 8,926 $265,000 8,926
   LAKE STREET ADVISORS GROUP LLC 488 *New 2024-03-31 8,840 $263,000 8,840
   DAVID R. RAHN & ASSOCIATES INC. 90 *New 2024-03-31 7,670 $228,000 7,670
   Joel Isaacson & Co. LLC 312 *New 2024-03-31 7,427 $221,000 7,427
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 586 *New 2024-03-31 7,300 $217,000 7,300
   Parallel Advisors LLC 1019 - 2024-03-31 4,646 $138,000 4,296
   Advisor Group Holdings Inc. 4282 - 2024-03-31 3,000 $89,000 0
   LAM GROUP INC. 77 *New 2024-03-31 2,795 $83,000 2,795
   Financial Connections Group Inc. *New 2024-03-31 1,000 $30,000 1,000
   ROYAL BANK OF CANADA 5645 - 2024-03-31 243 $7,000 100
   PROEQUITIES INC. 4681 *New 2024-03-31 0 $0 0
   Coston McIsaac & Partners 633 - 2024-03-31 7 $0 0
   JANE STREET GROUP LLC 6022 *Closed 2024-03-31 0 $0 -17,943
  49 Records found
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