|
Institutional
Holders
Total
Institutions:
|
34 1 |
|
Total
shares held :
|
676,071 |
|
% of shares
held :
|
16.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
241,732 |
|
% of shares
held change :
|
6.04% |
|
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 |
738 |
- |
2024-03-31 |
259,229 |
$31,088,000 |
37,274 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1002 |
- |
2024-03-31 |
52,879 |
$6,341,000 |
38,013 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
733 |
- |
2024-03-31 |
31,996 |
$3,837,000 |
-2,193 |
|
SYM FINANCIAL CORPORATION |
21 |
- |
2024-03-31 |
22,825 |
$2,737,000 |
182 |
|
Fingerlakes Wealth Management Inc. |
11 |
- |
2024-03-31 |
19,593 |
$2,350,000 |
450 |
|
Idaho Trust Bank |
11 |
*New |
2024-03-31 |
19,593 |
$2,350,000 |
19,593 |
|
Wealthcare Advisory Partners LLC |
228 |
- |
2024-03-31 |
16,976 |
$2,036,000 |
-15,595 |
|
Ignite Planners LLC |
39 |
- |
2024-03-31 |
16,881 |
$2,017,000 |
4,584 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
41 |
*New |
2024-03-31 |
16,627 |
$1,994,000 |
16,627 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1273 |
- |
2024-03-31 |
16,159 |
$1,938,000 |
-1,014 |
|
RAYMOND JAMES & ASSOCIATES |
2312 |
- |
2024-03-31 |
12,778 |
$1,532,000 |
422 |
|
Advisor Group Holdings Inc. |
1940 |
- |
2024-03-31 |
12,283 |
$1,473,000 |
4,850 |
|
Geneos Wealth Management Inc. |
298 |
- |
2024-03-31 |
11,909 |
$1,428,000 |
360 |
|
Stratos Wealth Partners LTD. |
536 |
- |
2024-03-31 |
11,440 |
$1,372,000 |
-5,292 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1651 |
- |
2024-03-31 |
10,989 |
$1,318,000 |
1,012 |
|
FLOW TRADERS U.S. LLC |
266 |
*New |
2024-03-31 |
9,936 |
$1,192,000 |
9,936 |
|
ENVESTNET ASSET MANAGEMENT INC |
2951 |
- |
2024-03-31 |
9,094 |
$1,091,000 |
1,967 |
|
Financial Enhancement Group LLC |
96 |
- |
2024-03-31 |
4,280 |
$497,000 |
-2,699 |
|
New England Private Wealth Advisors LLC |
94 |
- |
2024-03-31 |
4,062 |
$485,000 |
0 |
|
Capital Analysts Inc. |
321 |
- |
2024-03-31 |
3,842 |
$461,000 |
0 |
|
Atlas Private Wealth Advisors |
66 |
- |
2024-03-31 |
3,702 |
$444,000 |
-2,344 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
318 |
- |
2024-03-31 |
3,405 |
$408,000 |
450 |
|
Cetera Investment Advisers |
1341 |
- |
2024-03-31 |
3,110 |
$373,000 |
1,168 |
|
FIRST HEARTLAND CONSULTANTS INC |
312 |
- |
2024-03-31 |
2,830 |
$339,000 |
596 |
|
HIGHTOWER ADVISORS, LLC |
2544 |
*New |
2024-03-31 |
2,809 |
$337,000 |
2,809 |
|
FLAGSHIP HARBOR ADVISORS LLC |
578 |
- |
2024-03-31 |
2,050 |
$246,000 |
2,050 |
|
PRINCIPAL SECURITIES INC. |
956 |
- |
2024-03-31 |
1,848 |
$222,000 |
-66 |
|
IFP Advisors Inc |
884 |
- |
2023-12-31 |
1,997 |
$220,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5461 |
- |
2024-03-31 |
425 |
$51,000 |
15 |
|
BANK OF MONTREAL /CAN/ |
3049 |
- |
2024-03-31 |
345 |
$41,000 |
-12,498 |
|
FMR LLC |
4055 |
- |
2024-03-31 |
102 |
$12,000 |
0 |
|
Global Retirement Partners LLC |
2223 |
- |
2024-03-31 |
55 |
$7,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2394 |
- |
2023-12-31 |
44 |
$5,000 |
0 |
|
JANE STREET GROUP LLC |
5376 |
*Closed |
2024-03-31 |
0 |
$0 |
-111,295 |
|
OLD MISSION CAPITAL LLC |
901 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,115 |
|
Rockbridge Investment Management LCC |
274 |
*Closed |
2024-03-31 |
0 |
$0 |
-82 |
|
PROEQUITIES INC. |
9398 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6595 |
*Closed |
2024-03-31 |
0 |
$0 |
-72,989 |
|
FIRST COMMUNITY TRUST NA |
293 |
*Closed |
2024-03-31 |
0 |
$0 |
-154 |
|
|
39 Records found
|
1
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