|
Institutional
Holders
Total
Institutions:
|
18 1 |
|
Total
shares held :
|
2,349,248 |
|
% of shares
held :
|
26.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-6,612 |
|
% of shares
held change :
|
-0.07% |
|
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 |
ALM First Financial Advisors LLC |
1 |
- |
2024-03-31 |
1,825,000 |
$47,377,000 |
0 |
|
Fermata Advisors LLC |
33 |
- |
2024-03-31 |
142,918 |
$3,710,000 |
5,340 |
|
Kestra Advisory Services LLC |
1013 |
- |
2024-03-31 |
56,206 |
$1,459,000 |
-15,096 |
|
LINCOLN NATIONAL CORP |
461 |
- |
2024-03-31 |
46,327 |
$1,203,000 |
1,498 |
|
MARINER WEALTH ADVISORS, LLC |
1433 |
- |
2024-03-31 |
42,360 |
$1,100,000 |
-95,500 |
|
GTS SECURITIES LLC |
538 |
- |
2024-03-31 |
36,223 |
$940,000 |
14,878 |
|
ICA Group Wealth Management LLC |
124 |
- |
2024-03-31 |
28,906 |
$750,000 |
-510 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3096 |
*New |
2024-03-31 |
24,754 |
$643,000 |
24,754 |
|
HIGHTOWER ADVISORS, LLC |
2169 |
- |
2024-03-31 |
21,365 |
$555,000 |
-17,972 |
|
Adviser Investments LLC |
418 |
- |
2024-03-31 |
15,277 |
$397,000 |
0 |
|
Polaris Wealth Advisers LLC |
137 |
- |
2023-09-30 |
15,277 |
$374,000 |
15,277 |
|
FINANCIAL NETWORK |
2249 |
*New |
2024-03-31 |
12,027 |
$312,000 |
12,027 |
|
LPL FINANCIAL CORP |
4232 |
- |
2024-03-31 |
9,897 |
$257,000 |
-774 |
|
Advisor Group Holdings Inc. |
4602 |
- |
2024-03-31 |
2,179 |
$57,000 |
-1,475 |
|
Cribstone Capital Management LLC |
239 |
- |
2022-12-31 |
493 |
$12,000 |
11 |
|
Parallel Advisors LLC |
2267 |
- |
2024-03-31 |
424 |
$11,000 |
6 |
|
UBS Group AG |
6503 |
- |
2024-03-31 |
115 |
$3,000 |
-3,263 |
|
JJJ Advisors Inc. |
972 |
- |
2024-03-31 |
55 |
$1,000 |
1 |
|
CITADEL ADVISORS LLC |
5721 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,961 |
|
FMR LLC |
4792 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
MORGAN STANLEY |
7103 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
4569 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6650 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ARQ WEALTH ADVISORS LLC |
69 |
*Closed |
2023-12-31 |
0 |
$0 |
-90,805 |
|
Steward Partners Investment Advisory LLC |
3605 |
*Closed |
2024-03-31 |
0 |
$0 |
-583 |
|
|
25 Records found
|
1
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