| |
Institutional
Holders
Total
Institutions:
 |
249  39 |
|
|
Total
shares held :
|
96,064,029 |
|
|
% of shares
held :
|
94.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
148 |
|
|
Amount
of shares held :
|
16,811,289 |
|
|
% of shares
held change :
|
16.48% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Vantage Financial Partners Ltd. Inc. |
5 |
*New |
2023-12-31 |
459,292 |
$12,966,000 |
459,292 |
|
| Delta Investment Management LLC |
18 |
*New |
2024-03-31 |
198,665 |
$6,355,000 |
198,665 |
|
| Obsidian Personal Planning Solutions LLC |
12 |
*New |
2024-03-31 |
169,027 |
$5,128,000 |
169,027 |
|
| FinDec Wealth Services Inc. |
17 |
*New |
2023-12-31 |
152,436 |
$4,303,000 |
152,436 |
|
| BlueChip Wealth Advisors LLC |
11 |
*New |
2024-03-31 |
122,476 |
$3,918,000 |
122,476 |
|
| Simplicity WealthLLC |
248 |
*New |
2024-03-31 |
105,100 |
$3,362,000 |
105,100 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
317 |
*New |
2024-03-31 |
81,931 |
$2,621,000 |
81,931 |
|
| Cooper Financial Group |
46 |
*New |
2024-03-31 |
72,960 |
$2,334,000 |
72,960 |
|
| Per Stirling Capital Management LLC. |
55 |
*New |
2023-12-31 |
68,306 |
$1,928,000 |
68,306 |
|
| Owen LaRue LLC |
18 |
*New |
2023-12-31 |
65,490 |
$1,849,000 |
65,490 |
|
| Clear Creek Financial Management LLC |
101 |
*New |
2024-03-31 |
48,995 |
$1,567,000 |
48,995 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
200 |
*New |
2024-03-31 |
34,703 |
$1,110,000 |
34,703 |
|
| Tempus Wealth Planning LLC |
52 |
*New |
2024-03-31 |
34,681 |
$1,109,000 |
34,681 |
|
| Retirement Group LLC |
39 |
*New |
2024-03-31 |
33,046 |
$1,057,000 |
33,046 |
|
| Pensionmark Financial Group LLC |
148 |
*New |
2023-12-31 |
34,272 |
$967,000 |
34,272 |
|
| STONNINGTON GROUP LLC |
102 |
*New |
2023-03-31 |
38,400 |
$868,000 |
38,400 |
|
| WARNER FINANCIAL INC |
71 |
*New |
2024-03-31 |
16,460 |
$527,000 |
16,460 |
|
| WCG Wealth Advisors LLC |
256 |
*New |
2023-12-31 |
16,780 |
$474,000 |
16,780 |
|
| Magnus Financial Group LLC |
202 |
*New |
2024-03-31 |
13,174 |
$421,000 |
13,174 |
|
| Fulcrum Equity Management |
73 |
*New |
2024-03-31 |
11,389 |
$364,000 |
11,389 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
12,790 |
$361,000 |
12,790 |
|
| Buckingham Strategic Partners |
308 |
*New |
2023-12-31 |
12,248 |
$346,000 |
12,248 |
|
| National Wealth Management Group LLC |
93 |
*New |
2023-12-31 |
11,997 |
$339,000 |
11,997 |
|
| Trilogy Capital Inc. |
241 |
*New |
2024-03-31 |
10,476 |
$335,000 |
10,476 |
|
| J Arnold Wealth Management Co |
29 |
*New |
2023-12-31 |
11,119 |
$314,000 |
11,119 |
|
| CIM LLC |
131 |
*New |
2023-12-31 |
9,385 |
$289,000 |
9,385 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
148 |
*New |
2024-03-31 |
8,029 |
$257,000 |
8,029 |
|
| TCG Advisory Services LLC |
380 |
*New |
2024-03-31 |
8,009 |
$256,000 |
8,009 |
|
| Rather & Kittrell Inc. |
73 |
*New |
2024-03-31 |
7,800 |
$250,000 |
7,800 |
|
| Kovack Advisors Inc. |
422 |
*New |
2024-03-31 |
6,804 |
$218,000 |
6,804 |
|
| D E SHAW & CO INC |
2506 |
*New |
2023-12-31 |
7,700 |
$217,000 |
7,700 |
|
| Trueblood Wealth Management LLC |
206 |
*New |
2024-03-31 |
6,597 |
$211,000 |
6,597 |
|
| RFG Advisory Group LLC |
689 |
*New |
2024-03-31 |
6,467 |
$207,000 |
6,467 |
|
| Integrated Wealth Concepts LLC |
1436 |
*New |
2023-12-31 |
7,216 |
$204,000 |
7,216 |
|
| TOWER RESEARCH CAPITAL LLC |
2163 |
*New |
2023-12-31 |
6,616 |
$187,000 |
6,616 |
|
| HANSON MCCLAIN, INC. |
857 |
*New |
2024-03-31 |
4,905 |
$157,000 |
4,905 |
|
| BESSEMER GROUP INC |
1130 |
*New |
2023-12-31 |
4,935 |
$139,000 |
4,935 |
|
| MATHER GROUP, INC. |
768 |
*New |
2024-03-31 |
2,761 |
$78,000 |
2,761 |
|
| Atlantic Trust Group LLC |
1581 |
*New |
2024-03-31 |
1,950 |
$62,000 |
1,950 |
|
| Parallel Advisors LLC |
1482 |
*New |
2024-03-31 |
1,600 |
$51,000 |
1,600 |
|
| CLEAR INVESTMENT RESEARCH LLC |
102 |
*New |
2024-03-31 |
1,481 |
$47,000 |
1,481 |
|
| TUCKER ASSET MANAGEMENT LLC |
577 |
*New |
2023-12-31 |
170 |
$5,000 |
170 |
|
| BARTLETT & CO. LLC |
1152 |
*New |
2023-12-31 |
43 |
$1,000 |
43 |
|
| SIMPLEX TRADING LLC |
3273 |
*New |
2024-03-31 |
24 |
$0 |
24 |
|
|
44 Records found
|
1
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