|
Institutional
Holders
Total
Institutions:
|
36 4 |
|
Total
shares held :
|
2,361,475 |
|
% of shares
held :
|
26.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
144,563 |
|
% of shares
held change :
|
1.61% |
|
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 |
RPOA Advisors Inc. |
3 |
- |
2024-03-31 |
3,956,763 |
$299,171,000 |
4,881 |
|
TOTAL INVESTMENT MANAGEMENT INC |
10 |
- |
2024-03-31 |
646,414 |
$48,875,000 |
6,239 |
|
Integrated Wealth Concepts LLC |
20 |
- |
2023-12-31 |
636,968 |
$45,524,000 |
117,304 |
|
SENTINEL PENSION ADVISORS INC |
3 |
- |
2023-12-31 |
481,425 |
$34,407,000 |
26,949 |
|
BANK OF NEW YORK MELLON CORP |
1602 |
- |
2024-03-31 |
252,563 |
$19,096,000 |
1,597 |
|
Advisor Group Holdings Inc. |
1125 |
- |
2023-12-31 |
77,486 |
$5,538,000 |
-13,236 |
|
Advisory Resource Group |
14 |
- |
2023-12-31 |
64,965 |
$4,643,000 |
1,231 |
|
Zhang Financial LLC |
69 |
- |
2024-03-31 |
34,530 |
$2,611,000 |
62 |
|
FLOW TRADERS U.S. LLC |
183 |
- |
2023-12-31 |
33,358 |
$2,384,000 |
-12,337 |
|
Farther Finance Advisors LLC |
140 |
- |
2023-12-31 |
26,109 |
$1,866,000 |
-1,425 |
|
Treasure Coast Financial Planning |
18 |
- |
2024-03-31 |
24,202 |
$1,830,000 |
-12 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1442 |
*New |
2024-03-31 |
20,014 |
$1,513,000 |
20,014 |
|
LINCOLN NATIONAL CORP |
353 |
*New |
2023-12-31 |
20,974 |
$1,499,000 |
20,974 |
|
LPL FINANCIAL CORP |
2777 |
- |
2023-12-31 |
18,209 |
$1,301,000 |
2,129 |
|
BANK OF AMERICA CORP /DE/ |
4308 |
- |
2023-12-31 |
8,944 |
$639,000 |
376 |
|
ENVESTNET ASSET MANAGEMENT INC |
3402 |
- |
2023-12-31 |
5,861 |
$419,000 |
488 |
|
CAPTRUST FINANCIAL ADVISORS |
1893 |
- |
2023-12-31 |
5,685 |
$406,000 |
2,324 |
|
PRINCIPAL SECURITIES INC. |
735 |
- |
2023-12-31 |
4,882 |
$349,000 |
0 |
|
MORGAN STANLEY |
5299 |
- |
2023-12-31 |
4,783 |
$342,000 |
2,194 |
|
CITADEL ADVISORS LLC |
3990 |
- |
2023-12-31 |
4,630 |
$331,000 |
4,630 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2893 |
- |
2024-03-31 |
3,517 |
$266,000 |
-1,314 |
|
Steward Partners Investment Advisory LLC |
1304 |
*New |
2023-12-31 |
3,351 |
$239,000 |
3,351 |
|
Ronald Blue Trust Inc. |
598 |
*New |
2023-12-31 |
1,904 |
$124,000 |
1,904 |
|
ROYAL BANK OF CANADA |
4831 |
- |
2023-12-31 |
1,687 |
$121,000 |
1,560 |
|
Compass Wealth Management LLC |
203 |
- |
2024-03-31 |
1,169 |
$88,000 |
5 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1835 |
- |
2023-12-31 |
1,171 |
$84,000 |
-2,025 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
827 |
$59,000 |
0 |
|
Keener Financial Planning LLC |
99 |
- |
2023-12-31 |
633 |
$45,000 |
0 |
|
FTB Advisors Inc. |
1037 |
*New |
2024-03-31 |
560 |
$42,000 |
560 |
|
UBS Group AG |
5415 |
*New |
2023-12-31 |
535 |
$38,000 |
535 |
|
CGC Financial Services LLC |
137 |
- |
2024-03-31 |
351 |
$27,000 |
0 |
|
FMR LLC |
3748 |
*New |
2023-12-31 |
305 |
$22,000 |
305 |
|
McIlrath & Eck LLC |
507 |
- |
2023-12-31 |
184 |
$13,000 |
0 |
|
First Capital Advisors Group LLC. |
614 |
*New |
2023-06-30 |
102 |
$7,000 |
102 |
|
Tidemark LLC |
476 |
- |
2023-12-31 |
88 |
$6,000 |
0 |
|
Coppell Advisory Solutions LLC |
1196 |
- |
2023-12-31 |
41 |
$3,000 |
41 |
|
IFP Advisors Inc |
2642 |
- |
2023-12-31 |
30 |
$2,000 |
0 |
|
Key Financial Inc |
1165 |
- |
2023-12-31 |
15 |
$1,000 |
6 |
|
PROEQUITIES INC. |
6770 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Sound Income Strategies LLC |
1360 |
*Closed |
2024-03-31 |
0 |
$0 |
-256 |
|
JANE STREET GROUP LLC |
5846 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,994 |
|
Gladstone Institutional Advisory LLC |
699 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,613 |
|
|
42 Records found
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1
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