| |
Institutional
Holders
Total
Institutions:
 |
36  6 |
|
|
Total
shares held :
|
7,045,310 |
|
|
% of shares
held :
|
78.28% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
1,594,377 |
|
|
% of shares
held change :
|
17.72% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  AE Wealth Management LLC |
33 |
- |
2023-12-31 |
3,390,253 |
$88,859,000 |
682,708 |
|
| Advisor Group Holdings Inc. |
542 |
- |
2023-12-31 |
651,583 |
$16,843,000 |
181,918 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
603 |
- |
2024-03-31 |
560,761 |
$15,213,000 |
-164,663 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1726 |
- |
2023-12-31 |
248,156 |
$6,415,000 |
31,402 |
|
| MULTIFINANCIAL SECURITIES CORP |
286 |
- |
2023-12-31 |
188,927 |
$4,884,000 |
5,903 |
|
| Allianz Investment Management U.S. LLC |
18 |
- |
2023-12-31 |
179,700 |
$4,645,000 |
-20,000 |
|
| Kestra Advisory Services LLC |
528 |
- |
2023-12-31 |
154,472 |
$3,993,000 |
-76,852 |
|
| Strategic Blueprint LLC |
87 |
- |
2024-03-31 |
144,802 |
$3,928,000 |
-2,508 |
|
| HARBOUR INVESTMENTS INC. |
121 |
- |
2023-12-31 |
145,554 |
$3,763,000 |
7,580 |
|
| Advisory Alpha LLC |
|
- |
2023-12-31 |
129,252 |
$3,341,000 |
-2,656 |
|
| ADVISORY SERVICES NETWORK, LLC |
447 |
- |
2023-12-31 |
70,994 |
$1,835,000 |
597 |
|
| Cetera Investment Advisers |
843 |
- |
2023-12-31 |
68,631 |
$1,774,000 |
38,163 |
|
| Atria Wealth Solutions Inc. |
669 |
- |
2023-12-31 |
62,139 |
$1,606,000 |
47,828 |
|
| Great Lakes Retirement Inc. |
79 |
- |
2023-12-31 |
59,599 |
$1,541,000 |
-14,595 |
|
| Focus Financial Network Inc. |
206 |
- |
2024-03-31 |
54,732 |
$1,462,000 |
0 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
260 |
- |
2023-12-31 |
54,732 |
$1,415,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1703 |
- |
2024-03-31 |
38,089 |
$1,033,000 |
5,467 |
|
| Authentikos Wealth Advisory LLC |
29 |
- |
2023-12-31 |
30,822 |
$797,000 |
-8,487 |
|
| FINANCIAL NETWORK |
1604 |
- |
2023-12-31 |
27,659 |
$715,000 |
6,001 |
|
| PFG Advisors |
324 |
*New |
2023-12-31 |
25,625 |
$662,000 |
25,625 |
|
| H D Vest Advisory Services |
989 |
- |
2023-12-31 |
18,827 |
$487,000 |
5,772 |
|
| LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
13,032 |
$354,000 |
0 |
|
| Allegheny Financial Group LTD |
178 |
*New |
2023-12-31 |
9,879 |
$255,000 |
9,879 |
|
| PARK AVENUE SECURITIES LLC |
1250 |
- |
2024-03-31 |
8,725 |
$237,000 |
0 |
|
| Koshinski Asset Management Inc. |
453 |
*New |
2023-12-31 |
8,555 |
$221,000 |
8,555 |
|
| IFP Advisors Inc |
908 |
- |
2023-12-31 |
8,036 |
$208,000 |
3,970 |
|
| Pineridge Advisors LLC |
|
- |
2023-12-31 |
1,391 |
$36,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
428 |
- |
2024-03-31 |
1,000 |
$27,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
317 |
*New |
2023-12-31 |
1,046 |
$27,000 |
1,046 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
1,000 |
$27,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
283 |
- |
2023-12-31 |
1,046 |
$27,000 |
-83 |
|
| US BANCORP |
3052 |
*New |
2023-12-31 |
703 |
$18,000 |
703 |
|
| NBC SECURITIES INC. |
1636 |
- |
2024-03-31 |
400 |
$11,000 |
0 |
|
| Sound Income Strategies LLC |
788 |
*New |
2024-03-31 |
340 |
$9,000 |
340 |
|
| Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
106 |
$3,000 |
21 |
|
| Impact Partnership Wealth LLC |
794 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,726 |
|
| UBS Group AG |
7302 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,115 |
|
| B.O.S.S. Retirement Advisors LLC |
154 |
*Closed |
2024-03-31 |
0 |
$0 |
-111,346 |
|
| Outlook Wealth Advisors LLC |
270 |
*Closed |
2024-03-31 |
0 |
$0 |
-132,558 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6333 |
*Closed |
2023-12-31 |
0 |
$0 |
-23,196 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Csenge Advisory Group |
|
*Closed |
2024-03-31 |
0 |
$0 |
-9,189 |
|
| Lloyd Advisory Services LLC. |
152 |
*Closed |
2024-03-31 |
0 |
$0 |
-327,454 |
|
| CENTAURUS FINANCIAL INC. |
807 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,688 |
|
|
44 Records found
|
1
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