| |
Institutional
Holders
Total
Institutions:
 |
27  0 |
|
|
Total
shares held :
|
2,259,086 |
|
|
% of shares
held :
|
25.1% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
1,698,996 |
|
|
% of shares
held change :
|
18.88% |
|
| 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 |
  AE Wealth Management LLC |
53 |
- |
2024-03-31 |
1,160,353 |
$38,268,000 |
-201,272 |
|
| Kestra Advisory Services LLC |
168 |
- |
2024-03-31 |
539,928 |
$17,807,000 |
162,481 |
|
| Advisor Group Holdings Inc. |
891 |
- |
2024-03-31 |
195,018 |
$6,432,000 |
153,741 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
112 |
- |
2024-03-31 |
183,284 |
$6,045,000 |
124,835 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1073 |
- |
2024-03-31 |
176,447 |
$5,819,000 |
127,529 |
|
| RFG Advisory Group LLC |
94 |
- |
2024-03-31 |
165,575 |
$5,461,000 |
4,647 |
|
| Atria Wealth Solutions Inc. |
672 |
- |
2024-03-31 |
54,610 |
$1,801,000 |
41,559 |
|
| CENTAURUS FINANCIAL INC. |
260 |
- |
2024-03-31 |
27,785 |
$916,000 |
10,971 |
|
| FINANCIAL NETWORK |
1533 |
- |
2024-03-31 |
27,237 |
$898,000 |
2,200 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3149 |
- |
2024-03-31 |
24,047 |
$793,000 |
2,430 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2935 |
- |
2024-03-31 |
22,090 |
$729,000 |
22,090 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
326 |
- |
2024-03-31 |
21,671 |
$715,000 |
324 |
|
| Truadvice LLC |
112 |
- |
2023-09-30 |
19,857 |
$574,000 |
0 |
|
| CITADEL ADVISORS LLC |
3839 |
- |
2024-03-31 |
13,713 |
$452,000 |
13,713 |
|
| MONEY CONCEPTS CAPITAL CORP |
304 |
- |
2024-03-31 |
13,425 |
$443,000 |
-335 |
|
| Focus Financial Network Inc. |
403 |
- |
2024-03-31 |
13,589 |
$437,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
120 |
- |
2024-03-31 |
13,047 |
$430,000 |
1,104 |
|
| JANE STREET GROUP LLC |
4049 |
*New |
2024-03-31 |
12,745 |
$420,000 |
12,745 |
|
| PANORAMIC INVESTMENT ADVISORS LLC |
70 |
- |
2024-03-31 |
11,675 |
$385,000 |
1,850 |
|
| Farther Finance Advisors LLC |
479 |
- |
2024-03-31 |
10,764 |
$354,000 |
-217 |
|
| BCGM Wealth Management LLC |
108 |
- |
2024-03-31 |
10,642 |
$351,000 |
0 |
|
| Cetera Investment Advisers |
1430 |
- |
2024-03-31 |
9,412 |
$310,000 |
-150 |
|
| Envestnet Portfolio Solutions Inc. |
1354 |
- |
2024-03-31 |
9,123 |
$301,000 |
2,655 |
|
| Strategic Blueprint LLC |
487 |
*New |
2024-03-31 |
9,104 |
$300,000 |
9,104 |
|
| PARK AVENUE SECURITIES LLC |
1195 |
- |
2024-03-31 |
8,413 |
$277,000 |
-136 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2961 |
*New |
2024-03-31 |
6,390 |
$211,000 |
6,390 |
|
| Csenge Advisory Group |
671 |
*New |
2024-03-31 |
6,197 |
$204,000 |
6,197 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
686 |
- |
2023-12-31 |
6,496 |
$202,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1349 |
*New |
2023-12-31 |
2,010 |
$63,000 |
2,010 |
|
| UBS Group AG |
5367 |
- |
2024-03-31 |
1,311 |
$43,000 |
1,311 |
|
| AdvisorNet Financial Inc |
1142 |
- |
2024-03-31 |
500 |
$16,000 |
0 |
|
| HANSON MCCLAIN, INC. |
2495 |
*New |
2024-03-31 |
119 |
$4,000 |
119 |
|
| Efficient Wealth Management LLC |
553 |
*New |
2024-03-31 |
78 |
$3,000 |
78 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
596 |
- |
2024-03-31 |
52 |
$2,000 |
0 |
|
| J P MORGAN CHASE & CO |
5589 |
*Closed |
2024-03-31 |
0 |
$0 |
-144 |
|
| CWM LLC |
4301 |
*Closed |
2024-03-31 |
0 |
$0 |
-41 |
|
| DHJJ Financial Advisors Ltd. |
668 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| PROEQUITIES INC. |
3504 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Wealthquest Corp |
138 |
*Closed |
2024-03-31 |
0 |
$0 |
-38,407 |
|
|
39 Records found
|
1
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