|
Institutional
Holders
Total
Institutions:
|
41 11 |
|
Total
shares held :
|
3,705,236 |
|
% of shares
held :
|
19.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-3,786,960 |
|
% of shares
held change :
|
-20.2% |
|
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 |
WELLS FARGO & CO/MN |
1728 |
- |
2024-03-31 |
613,663 |
$7,438,000 |
-1,853 |
|
LPL FINANCIAL CORP |
1553 |
- |
2024-03-31 |
575,347 |
$6,973,000 |
6,669 |
|
Mid-American Wealth Advisory Group Inc. |
5 |
- |
2024-03-31 |
390,986 |
$4,739,000 |
51,465 |
|
CLS INVESTMENT FIRM LLC |
454 |
- |
2022-12-31 |
139,676 |
$2,137,000 |
-9,153 |
|
Soltis Investment Advisors LLC |
125 |
- |
2024-03-31 |
153,784 |
$1,864,000 |
-6,183 |
|
Professional Financial Advisors LLC |
49 |
- |
2024-03-31 |
99,445 |
$1,205,000 |
11,051 |
|
WEALTHSOURCE PARTNERS LLC |
213 |
- |
2023-12-31 |
71,577 |
$917,000 |
-17,665 |
|
GTS SECURITIES LLC |
636 |
- |
2024-03-31 |
60,000 |
$727,000 |
0 |
|
JANE STREET GROUP LLC |
3673 |
- |
2024-03-31 |
48,557 |
$589,000 |
48,557 |
|
Toroso Investments LLC |
1110 |
- |
2024-03-31 |
46,488 |
$563,000 |
-2,750 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
265 |
*New |
2024-03-31 |
42,066 |
$510,000 |
42,066 |
|
CITADEL ADVISORS LLC |
4026 |
- |
2024-03-31 |
30,396 |
$368,000 |
-4,641 |
|
InterOcean Capital Group LLC |
358 |
- |
2024-03-31 |
28,646 |
$347,000 |
0 |
|
Orcam Financial Group |
34 |
- |
2024-03-31 |
22,000 |
$267,000 |
0 |
|
Resurgent Financial Advisors LLC |
159 |
- |
2024-03-31 |
20,000 |
$242,000 |
10,000 |
|
Centric Wealth Management |
142 |
- |
2024-03-31 |
19,739 |
$233,000 |
384 |
|
Advisor Group Holdings Inc. |
3642 |
- |
2024-03-31 |
16,612 |
$201,000 |
-3,373 |
|
Advisor Resource Council |
214 |
- |
2024-03-31 |
13,113 |
$168,000 |
-58,431 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3051 |
- |
2024-03-31 |
13,557 |
$164,000 |
-4,963 |
|
Gladstone Institutional Advisory LLC |
614 |
- |
2024-03-31 |
13,480 |
$163,000 |
-2,949 |
|
Southland Equity Partners LLC |
214 |
- |
2024-03-31 |
10,921 |
$132,000 |
-16,835 |
|
Adalta Capital Management LLC |
88 |
- |
2024-03-31 |
9,600 |
$117,000 |
0 |
|
NBC SECURITIES INC. |
982 |
- |
2024-03-31 |
6,925 |
$83,000 |
0 |
|
MORGAN STANLEY |
6084 |
- |
2024-03-31 |
3,174 |
$38,000 |
-2,192 |
|
Parallel Advisors LLC |
2288 |
- |
2024-03-31 |
790 |
$10,000 |
-537 |
|
Goss Wealth Management LLC |
2916 |
- |
2024-03-31 |
724 |
$9,000 |
-888 |
|
ROYAL BANK OF CANADA |
5595 |
- |
2024-03-31 |
766 |
$9,000 |
0 |
|
ICA Group Wealth Management LLC |
898 |
- |
2024-03-31 |
783 |
$9,000 |
-390 |
|
NATIONAL BANK OF CANADA /FI/ |
2160 |
- |
2024-03-31 |
363 |
$4,000 |
0 |
|
UBS Group AG |
6941 |
- |
2024-03-31 |
49 |
$1,000 |
-1,093 |
|
JJJ Advisors Inc. |
971 |
- |
2024-03-31 |
56 |
$1,000 |
0 |
|
Beaird Harris Wealth Management LLC |
512 |
*New |
2024-03-31 |
110 |
$1,000 |
110 |
|
COMERICA BANK |
3615 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,118 |
|
HIGHTOWER ADVISORS, LLC |
3312 |
*Closed |
2024-03-31 |
0 |
$0 |
-65,136 |
|
HANSON MCCLAIN, INC. |
3376 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
PROEQUITIES INC. |
4570 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
IFP Advisors Inc |
2940 |
- |
2023-12-31 |
17 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5980 |
*Closed |
2024-03-31 |
0 |
$0 |
-68,237 |
|
BerganKDV Wealth Management LLC |
905 |
*Closed |
2023-06-30 |
0 |
$0 |
-1,375 |
|
SIMPLEX TRADING LLC |
3125 |
*Closed |
2024-03-31 |
0 |
$0 |
-691 |
|
AE Wealth Management LLC |
1717 |
*Closed |
2024-03-31 |
0 |
$0 |
-394,075 |
|
Cribstone Capital Management LLC |
421 |
*Closed |
2022-12-31 |
0 |
$0 |
-142 |
|
HRT FINANCIAL LLC |
2527 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,253 |
|
Crabel Capital Management LLC |
90 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,320 |
|
TWO SIGMA SECURITIES LLC |
2026 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,004 |
|
CITIZENS FINANCIAL GROUP INC/RI |
432 |
*Closed |
2024-03-31 |
0 |
$0 |
-783,100 |
|
Significant Wealth Partners LLC |
201 |
*Closed |
2024-03-31 |
0 |
$0 |
-98,787 |
|
|
47 Records found
|
1
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