| |
Institutional
Holders
Total
Institutions:
 |
33  5 |
|
|
Total
shares held :
|
1,874,677 |
|
|
% of shares
held :
|
20.83% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
376,348 |
|
|
% of shares
held change :
|
4.18% |
|
| 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 |
  ENVESTNET ASSET MANAGEMENT INC |
860 |
- |
2023-12-31 |
598,220 |
$28,045,000 |
53,006 |
|
| Beaird Harris Wealth Management LLC |
20 |
*New |
2023-12-31 |
260,940 |
$12,233,000 |
260,940 |
|
| Mattern Wealth Management LLC |
7 |
- |
2023-12-31 |
211,993 |
$9,938,000 |
4,246 |
|
| JANE STREET GROUP LLC |
1038 |
- |
2023-12-31 |
182,042 |
$8,534,000 |
95,980 |
|
| Financial Partners Group Inc |
21 |
*New |
2023-12-31 |
181,713 |
$8,519,000 |
181,713 |
|
| Plancorp LLC |
32 |
- |
2023-12-31 |
144,218 |
$6,761,000 |
0 |
|
| Forum Financial Management LP |
50 |
- |
2023-12-31 |
96,362 |
$4,517,000 |
-736 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1291 |
- |
2023-12-31 |
76,183 |
$3,571,000 |
1,936 |
|
| Strategic Financial Concepts LLC |
51 |
- |
2024-03-31 |
49,409 |
$2,301,000 |
28,112 |
|
| Strategic Blueprint LLC |
140 |
- |
2024-03-31 |
45,073 |
$2,099,000 |
1,420 |
|
| Advisory Resource Group |
47 |
- |
2023-12-31 |
40,620 |
$1,904,000 |
746 |
|
| BetterWealth LLC |
19 |
- |
2024-03-31 |
36,701 |
$1,709,000 |
0 |
|
| PrairieView Partners LLC |
|
- |
2023-12-31 |
36,052 |
$1,690,000 |
-3,507 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
181 |
- |
2023-12-31 |
31,950 |
$1,498,000 |
0 |
|
| Silicon Hills Wealth Management LLC |
24 |
- |
2023-06-30 |
31,950 |
$1,474,000 |
0 |
|
| LPL FINANCIAL CORP |
2711 |
- |
2023-12-31 |
29,733 |
$1,394,000 |
2,088 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1614 |
- |
2024-03-31 |
24,879 |
$1,159,000 |
8,676 |
|
| Visionary Wealth Advisors |
246 |
*New |
2023-12-31 |
17,534 |
$822,000 |
17,534 |
|
| CI Private Wealth LLC |
1362 |
- |
2023-12-31 |
17,398 |
$816,000 |
17,398 |
|
| Mutual Advisors LLC |
657 |
- |
2023-12-31 |
10,242 |
$480,000 |
0 |
|
| Landmark Wealth Management LLC |
50 |
- |
2024-03-31 |
9,980 |
$465,000 |
-937 |
|
| FLOW TRADERS U.S. LLC |
516 |
- |
2023-12-31 |
8,680 |
$407,000 |
3,308 |
|
| Hill Investment Group Partners LLC |
46 |
*New |
2023-12-31 |
8,410 |
$394,000 |
8,410 |
|
| WEBSTERROGERS FINANCIAL ADVISORS LLC |
51 |
- |
2023-12-31 |
7,802 |
$366,000 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1815 |
- |
2024-03-31 |
7,310 |
$340,000 |
0 |
|
| Oceanside Advisors LLC |
40 |
- |
2024-03-31 |
5,703 |
$266,000 |
-1,001 |
|
| ML & R WEALTH MANAGEMENT LLC |
66 |
- |
2023-12-31 |
5,468 |
$256,000 |
5,468 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3069 |
*New |
2024-03-31 |
4,300 |
$200,000 |
4,300 |
|
| Financial Advisory Service Inc. |
|
*New |
2023-12-31 |
4,068 |
$191,000 |
4,068 |
|
| Tortoise Investment Management LLC |
208 |
- |
2023-12-31 |
4,000 |
$188,000 |
0 |
|
| COMERICA BANK |
2278 |
- |
2023-12-31 |
3,843 |
$180,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2659 |
- |
2023-12-31 |
3,788 |
$178,000 |
3,788 |
|
| Farther Finance Advisors LLC |
696 |
*New |
2023-12-31 |
2,814 |
$132,000 |
2,814 |
|
| UBS Group AG |
5238 |
- |
2023-12-31 |
1,108 |
$52,000 |
1,081 |
|
| Creative Capital Management Investments LLC |
100 |
*New |
2024-03-31 |
800 |
$37,000 |
800 |
|
| Advisor Group Holdings Inc. |
6641 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,392 |
|
| PROEQUITIES INC. |
3638 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Apella Capital LLC |
295 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,651 |
|
| WorthPointe LLC |
80 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,777 |
|
|
39 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
