| |
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 |
94 |
- |
2023-12-31 |
1,361,625 |
$43,029,000 |
1,327,304 |
|
| Kestra Advisory Services LLC |
237 |
*New |
2023-12-31 |
377,447 |
$11,738,000 |
377,447 |
|
| 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 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
260 |
*New |
2023-12-31 |
58,449 |
$1,818,000 |
58,449 |
|
| Advisor Group Holdings Inc. |
2250 |
- |
2023-12-31 |
41,277 |
$1,284,000 |
-27,927 |
|
| Wealthquest Corp |
45 |
- |
2023-12-31 |
38,407 |
$1,194,000 |
-9,719 |
|
| FINANCIAL NETWORK |
1540 |
- |
2023-12-31 |
25,037 |
$779,000 |
630 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
326 |
- |
2024-03-31 |
21,671 |
$715,000 |
324 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3148 |
- |
2023-12-31 |
21,617 |
$672,000 |
9,332 |
|
| Truadvice LLC |
112 |
- |
2023-09-30 |
19,857 |
$574,000 |
0 |
|
| CENTAURUS FINANCIAL INC. |
356 |
- |
2023-12-31 |
16,814 |
$523,000 |
-443 |
|
| 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 |
|
| Atria Wealth Solutions Inc. |
1305 |
*New |
2023-12-31 |
13,051 |
$406,000 |
13,051 |
|
| PANORAMIC INVESTMENT ADVISORS LLC |
70 |
- |
2024-03-31 |
11,675 |
$385,000 |
1,850 |
|
| Farther Finance Advisors LLC |
417 |
- |
2023-12-31 |
10,981 |
$342,000 |
0 |
|
| BCGM Wealth Management LLC |
99 |
- |
2023-12-31 |
10,642 |
$331,000 |
642 |
|
| Strategic Blueprint LLC |
487 |
*New |
2024-03-31 |
9,104 |
$300,000 |
9,104 |
|
| Cetera Investment Advisers |
1778 |
- |
2023-12-31 |
9,562 |
$297,000 |
-377 |
|
| 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 |
|
*New |
2024-03-31 |
6,197 |
$204,000 |
6,197 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
686 |
- |
2023-12-31 |
6,496 |
$202,000 |
0 |
|
| Envestnet Portfolio Solutions Inc. |
1498 |
*New |
2023-12-31 |
6,468 |
$201,000 |
6,468 |
|
| HARBOUR INVESTMENTS INC. |
1349 |
*New |
2023-12-31 |
2,010 |
$63,000 |
2,010 |
|
| AdvisorNet Financial Inc |
1142 |
- |
2024-03-31 |
500 |
$16,000 |
0 |
|
| HANSON MCCLAIN, INC. |
2495 |
*New |
2024-03-31 |
119 |
$4,000 |
119 |
|
| J P MORGAN CHASE & CO |
5265 |
*New |
2023-12-31 |
144 |
$4,000 |
144 |
|
| Efficient Wealth Management LLC |
553 |
*New |
2024-03-31 |
78 |
$3,000 |
78 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
628 |
- |
2023-12-31 |
52 |
$2,000 |
0 |
|
| CWM LLC |
4301 |
*Closed |
2024-03-31 |
0 |
$0 |
-41 |
|
| DHJJ Financial Advisors Ltd. |
668 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| UBS Group AG |
7317 |
*Closed |
2023-12-31 |
0 |
$0 |
-849 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6332 |
*Closed |
2023-12-31 |
0 |
$0 |
-28,154 |
|
| Authentikos Wealth Advisory LLC |
463 |
*Closed |
2023-12-31 |
0 |
$0 |
-326 |
|
| CITADEL ADVISORS LLC |
6350 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,253 |
|
|
39 Records found
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1
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