| |
Institutional
Holders
Total
Institutions:
 |
241  27 |
|
|
Total
shares held :
|
89,326,931 |
|
|
% of shares
held :
|
99.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
89 |
|
|
Amount
of shares held :
|
27,924,964 |
|
|
% of shares
held change :
|
31.03% |
|
| 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 |
  Foundations Investment Advisors LLC |
40 |
*New |
2023-12-31 |
818,381 |
$22,137,000 |
818,381 |
|
| KICKSTAND VENTURES LLC. |
3 |
*New |
2023-12-31 |
666,562 |
$17,711,000 |
666,562 |
|
| Solitude Financial Services |
8 |
*New |
2024-03-31 |
386,551 |
$10,808,000 |
386,551 |
|
| Simplicity WealthLLC |
83 |
*New |
2024-03-31 |
355,987 |
$9,953,000 |
355,987 |
|
| ABLE Financial Group LLC |
5 |
*New |
2024-03-31 |
301,639 |
$8,434,000 |
301,639 |
|
| Redhawk Wealth Advisors Inc. |
14 |
*New |
2023-12-31 |
309,374 |
$8,220,000 |
309,374 |
|
| Naviter Wealth LLC |
19 |
*New |
2024-03-31 |
232,732 |
$6,507,000 |
232,732 |
|
| Delta Investment Management LLC |
19 |
*New |
2024-03-31 |
210,750 |
$5,893,000 |
210,750 |
|
| ICA Group Wealth Management LLC |
16 |
*New |
2023-12-31 |
219,402 |
$5,830,000 |
219,402 |
|
| CoreCap Advisors LLC |
62 |
*New |
2023-12-31 |
185,757 |
$4,936,000 |
185,757 |
|
| Andina Capital Management LLC |
10 |
*New |
2024-03-31 |
127,639 |
$3,569,000 |
127,639 |
|
| PFG Investments LLC |
97 |
*New |
2024-03-31 |
122,884 |
$3,436,000 |
122,884 |
|
| Coppell Advisory Solutions LLC |
35 |
*New |
2023-12-31 |
112,272 |
$2,983,000 |
112,272 |
|
| Global Assets Advisory LLC |
130 |
*New |
2024-03-31 |
73,403 |
$2,630,000 |
73,403 |
|
| Edge Capital Group LLC |
117 |
*New |
2023-12-31 |
90,877 |
$2,415,000 |
90,877 |
|
| Wagner Wealth Management LLC |
27 |
*New |
2024-03-31 |
71,214 |
$1,991,000 |
71,214 |
|
| Perennial Investment Advisors LLC |
75 |
*New |
2023-12-31 |
55,730 |
$1,481,000 |
55,730 |
|
| Stonebridge Financial Planning Group LLC |
39 |
*New |
2023-12-31 |
49,890 |
$1,326,000 |
49,890 |
|
| ANCORA ADVISORS, LLC |
344 |
*New |
2023-12-31 |
42,220 |
$1,122,000 |
42,220 |
|
| ICAPITAL WEALTH LLC |
41 |
*New |
2024-03-31 |
37,000 |
$1,035,000 |
37,000 |
|
| Belpointe Asset Management LLC |
287 |
*New |
2024-03-31 |
33,137 |
$927,000 |
33,137 |
|
| Keystone Financial Group |
124 |
*New |
2024-03-31 |
30,893 |
$864,000 |
30,893 |
|
| Ergawealth Advisors Inc. |
24 |
*New |
2024-03-31 |
28,532 |
$798,000 |
28,532 |
|
| EWG Elevate Inc. |
70 |
*New |
2024-03-31 |
27,763 |
$776,000 |
27,763 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
106 |
*New |
2023-12-31 |
26,960 |
$716,000 |
26,960 |
|
| WCG Wealth Advisors LLC |
243 |
*New |
2023-12-31 |
19,880 |
$528,000 |
19,880 |
|
| Scissortail Wealth Management LLC |
109 |
*New |
2023-12-31 |
14,188 |
$385,000 |
14,188 |
|
| WEALTHSOURCE PARTNERS LLC |
385 |
*New |
2023-12-31 |
13,360 |
$355,000 |
13,360 |
|
| Imprint Wealth LLC |
205 |
*New |
2024-03-31 |
12,509 |
$349,000 |
12,509 |
|
| Curi Capital |
118 |
*New |
2023-12-31 |
12,149 |
$323,000 |
12,149 |
|
| Apollon Financial LLC |
116 |
*New |
2024-03-31 |
11,444 |
$320,000 |
11,444 |
|
| Independent Advisor Alliance |
576 |
*New |
2024-03-31 |
10,465 |
$293,000 |
10,465 |
|
| Strategic Financial Concepts LLC |
235 |
*New |
2024-03-31 |
10,082 |
$282,000 |
10,082 |
|
| True Capital Management |
104 |
*New |
2023-03-31 |
11,385 |
$267,000 |
11,385 |
|
| Prosperity Wealth Management Inc. |
96 |
*New |
2023-12-31 |
9,700 |
$258,000 |
9,700 |
|
| American Institute for Advanced Investment Managem |
114 |
*New |
2024-03-31 |
9,175 |
$257,000 |
9,175 |
|
| Sunbelt Securities Inc. |
467 |
*New |
2024-03-31 |
9,000 |
$252,000 |
9,000 |
|
| Element Wealth LLC |
113 |
*New |
2024-03-31 |
9,000 |
$252,000 |
9,000 |
|
| GPS Wealth Strategies Group LLC |
230 |
*New |
2024-03-31 |
8,138 |
$228,000 |
8,138 |
|
| PFG Advisors |
599 |
*New |
2024-03-31 |
8,021 |
$224,000 |
8,021 |
|
| Gateway Wealth Partners LLC |
208 |
*New |
2023-12-31 |
8,151 |
$217,000 |
8,151 |
|
| Golden State Equity Partners |
343 |
*New |
2023-12-31 |
7,690 |
$204,000 |
7,690 |
|
| Retirement Group LLC |
124 |
*New |
2024-03-31 |
6,110 |
$171,000 |
6,110 |
|
| Tyler-Stone Wealth Management |
263 |
*New |
2023-12-31 |
3,670 |
$98,000 |
3,670 |
|
| FIFTH THIRD BANCORP |
1232 |
*New |
2024-03-31 |
2,442 |
$68,000 |
2,442 |
|
| Pinnacle Bank |
418 |
*New |
2024-03-31 |
1,663 |
$46,000 |
1,663 |
|
| CITIGROUP INC |
3758 |
*New |
2024-03-31 |
1,600 |
$45,000 |
1,600 |
|
| FMR LLC |
5152 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
48 Records found
|
1
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