|
Institutional
Holders
Total
Institutions:
|
57 4 |
|
Total
shares held :
|
1,674,786 |
|
% of shares
held :
|
41.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
Amount
of shares held :
|
-291,585 |
|
% of shares
held change :
|
-7.3% |
|
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 |
Tradition Wealth Management LLC |
32 |
*New |
2024-03-31 |
292,221 |
$8,229,000 |
292,221 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1058 |
- |
2024-03-31 |
210,873 |
$5,938,000 |
-2,615 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
40 |
- |
2024-03-31 |
129,729 |
$3,653,000 |
-8,065 |
|
We Are One Seven LLC |
163 |
- |
2024-03-31 |
100,000 |
$2,816,000 |
78,128 |
|
Advisor Group Holdings Inc. |
1475 |
- |
2024-03-31 |
95,861 |
$2,699,000 |
-22,837 |
|
KFG WEALTH MANAGEMENT LLC |
25 |
- |
2024-03-31 |
93,561 |
$2,635,000 |
11,695 |
|
Pensionmark Financial Group LLC |
81 |
- |
2024-03-31 |
72,125 |
$2,031,000 |
6,100 |
|
BB&T CORP |
1375 |
- |
2024-03-31 |
56,273 |
$1,585,000 |
3,020 |
|
Strategic Blueprint LLC |
174 |
- |
2024-03-31 |
55,680 |
$1,568,000 |
-3,321 |
|
Brookstone Capital Management |
402 |
- |
2024-03-31 |
52,394 |
$1,475,000 |
-2,581 |
|
Kestra Advisory Services LLC |
1095 |
- |
2024-03-31 |
44,954 |
$1,266,000 |
35,011 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1600 |
- |
2024-03-31 |
42,498 |
$1,197,000 |
-5,274 |
|
Delta Investment Management LLC |
74 |
- |
2024-03-31 |
32,486 |
$915,000 |
11,308 |
|
LPL FINANCIAL CORP |
3261 |
- |
2024-03-31 |
30,756 |
$866,000 |
13,174 |
|
Archer Investment Corp |
82 |
- |
2024-03-31 |
29,494 |
$831,000 |
556 |
|
CENTAURUS FINANCIAL INC. |
281 |
- |
2024-03-31 |
28,784 |
$811,000 |
-2,787 |
|
Actinver Wealth Management Inc. |
45 |
*New |
2024-03-31 |
20,780 |
$585,000 |
20,780 |
|
BCS Wealth Management |
125 |
- |
2024-03-31 |
18,875 |
$532,000 |
0 |
|
Your Advocates Ltd. LLP |
21 |
*New |
2024-03-31 |
17,743 |
$500,000 |
17,743 |
|
Soltis Investment Advisors LLC |
204 |
- |
2024-03-31 |
17,336 |
$488,000 |
-3,376 |
|
MILESTONE ASSET MANAGEMENT LLC |
109 |
- |
2024-03-31 |
16,502 |
$465,000 |
-7,089 |
|
MULTIFINANCIAL SECURITIES CORP |
1664 |
- |
2024-03-31 |
15,850 |
$446,000 |
-20,673 |
|
Arete Wealth Advisors LLC |
308 |
- |
2024-03-31 |
15,694 |
$442,000 |
251 |
|
AE Wealth Management LLC |
849 |
- |
2024-03-31 |
15,496 |
$436,000 |
4,258 |
|
ADVISORY SERVICES NETWORK, LLC |
1013 |
- |
2024-03-31 |
14,979 |
$422,000 |
0 |
|
CITADEL ADVISORS LLC |
3926 |
- |
2024-03-31 |
14,638 |
$412,000 |
-4,225 |
|
ENVESTNET ASSET MANAGEMENT INC |
3541 |
- |
2024-03-31 |
13,909 |
$392,000 |
29 |
|
Stratos Wealth Advisors LLC |
524 |
- |
2024-03-31 |
12,781 |
$360,000 |
0 |
|
Spire Wealth Management |
629 |
- |
2024-03-31 |
12,100 |
$341,000 |
0 |
|
MONEY CONCEPTS CAPITAL CORP |
327 |
- |
2024-03-31 |
11,486 |
$323,000 |
0 |
|
H D Vest Advisory Services |
1258 |
- |
2024-03-31 |
11,335 |
$319,000 |
-90 |
|
Steward Partners Investment Advisory LLC |
1228 |
- |
2024-03-31 |
11,206 |
$316,000 |
2,979 |
|
McAdam LLC |
220 |
- |
2024-03-31 |
11,112 |
$313,000 |
0 |
|
Accurate Wealth Management LLC |
218 |
*New |
2024-03-31 |
10,689 |
$292,000 |
10,689 |
|
Worth Financial Advisory Group LLC |
117 |
- |
2024-03-31 |
9,600 |
$270,000 |
-86,000 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2902 |
- |
2024-03-31 |
9,334 |
$263,000 |
-2,690 |
|
Souders Financial Advisors |
147 |
*New |
2024-03-31 |
9,251 |
$261,000 |
9,251 |
|
TOWNSQUARE CAPITAL LLC |
1045 |
- |
2024-03-31 |
9,163 |
$258,000 |
-7,583 |
|
Outlook Wealth Advisors LLC |
233 |
- |
2024-03-31 |
8,990 |
$253,000 |
-1,198 |
|
RFG Advisory Group LLC |
660 |
*New |
2024-03-31 |
8,151 |
$230,000 |
8,151 |
|
Cetera Investment Advisers |
1614 |
- |
2024-03-31 |
7,690 |
$217,000 |
-1,506 |
|
ROYAL BANK OF CANADA |
4404 |
- |
2024-03-31 |
4,965 |
$140,000 |
-704 |
|
HARBOUR INVESTMENTS INC. |
1073 |
- |
2023-12-31 |
4,233 |
$116,000 |
-2,226 |
|
IFP Advisors Inc |
1194 |
- |
2023-12-31 |
3,877 |
$106,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1309 |
- |
2024-03-31 |
3,186 |
$90,000 |
287 |
|
DHJJ Financial Advisors Ltd. |
218 |
- |
2024-03-31 |
2,808 |
$79,000 |
-3,012 |
|
CWM LLC |
2047 |
- |
2024-03-31 |
2,587 |
$73,000 |
582 |
|
Castleview Partners LLC |
319 |
- |
2024-03-31 |
2,247 |
$63,000 |
0 |
|
Evergreen Private Wealth LLC |
141 |
- |
2024-03-31 |
816 |
$23,000 |
0 |
|
J P MORGAN CHASE & CO |
4945 |
- |
2024-03-31 |
659 |
$19,000 |
0 |
|
Clear Point Advisors Inc. |
279 |
- |
2024-03-31 |
640 |
$18,000 |
0 |
|
WELLS FARGO & CO/MN |
5076 |
- |
2024-03-31 |
489 |
$14,000 |
0 |
|
Legend Financial Advisors Inc. |
139 |
- |
2024-03-31 |
334 |
$9,000 |
0 |
|
Larson Financial Group LLC |
1137 |
- |
2024-03-31 |
201 |
$6,000 |
0 |
|
Emerald Investment Partners LLC |
439 |
- |
2024-03-31 |
200 |
$6,000 |
0 |
|
Integrity Financial Corp /WA |
191 |
- |
2024-03-31 |
114 |
$3,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5946 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,009 |
|
Foundations Investment Advisors LLC |
705 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,237 |
|
PROEQUITIES INC. |
5603 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
OLD MISSION CAPITAL LLC |
1111 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,685 |
|
TriaGen Wealth Management LLC |
168 |
*Closed |
2024-03-31 |
0 |
$0 |
-49,148 |
|
MML INVESTORS SERVICES LLC |
2546 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,589 |
|
UBS Group AG |
8399 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,309 |
|
Comprehensive Financial Consultants Institutional |
165 |
*Closed |
2024-03-31 |
0 |
$0 |
-83,565 |
|
SageView Advisory Group LLC |
821 |
*Closed |
2024-03-31 |
0 |
$0 |
-133,307 |
|
|
65 Records found
|
1
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