|
Institutional
Holders
Total
Institutions:
|
181 16 |
|
Total
shares held :
|
60,673,361 |
|
% of shares
held :
|
67.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
85 |
|
Amount
of shares held :
|
7,047,319 |
|
% of shares
held change :
|
7.83% |
|
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 |
Simplicity WealthLLC |
52 |
*New |
2024-03-31 |
569,511 |
$14,682,000 |
569,511 |
|
Krasney Financial LLC |
73 |
*New |
2024-03-31 |
128,446 |
$3,311,000 |
128,446 |
|
Cyndeo Wealth Partners LLC |
192 |
*New |
2024-03-31 |
40,881 |
$1,054,000 |
40,881 |
|
Main Street Financial Solutions LLC |
203 |
*New |
2024-03-31 |
34,961 |
$901,000 |
34,961 |
|
US BANCORP |
1192 |
*New |
2024-03-31 |
33,021 |
$851,000 |
33,021 |
|
J Arnold Wealth Management Co |
17 |
*New |
2023-12-31 |
32,540 |
$777,000 |
32,540 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1345 |
*New |
2024-03-31 |
23,615 |
$609,000 |
23,615 |
|
National Wealth Management Group LLC |
49 |
*New |
2023-12-31 |
23,735 |
$567,000 |
23,735 |
|
CITADEL ADVISORS LLC |
3548 |
*New |
2023-12-31 |
22,005 |
$525,000 |
22,005 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
308 |
*New |
2024-03-31 |
15,942 |
$411,000 |
15,942 |
|
STONNINGTON GROUP LLC |
176 |
*New |
2023-03-31 |
15,000 |
$353,000 |
15,000 |
|
Rather & Kittrell Inc. |
66 |
*New |
2024-03-31 |
11,374 |
$293,000 |
11,374 |
|
Moloney Securities Asset Management LLC |
347 |
*New |
2024-03-31 |
11,110 |
$286,000 |
11,110 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1045 |
*New |
2024-03-31 |
10,521 |
$271,000 |
10,521 |
|
MILLENNIUM MANAGEMENT LLC |
3327 |
*New |
2023-12-31 |
11,235 |
$268,000 |
11,235 |
|
Echo Wealth Management LLC |
39 |
*New |
2024-03-31 |
10,185 |
$263,000 |
10,185 |
|
JONES FINANCIAL COMPANIES LLLP |
308 |
*New |
2023-12-31 |
10,045 |
$240,000 |
10,045 |
|
Grey Street Capital LLC |
123 |
*New |
2023-12-31 |
9,000 |
$215,000 |
9,000 |
|
Mutual Advisors LLC |
1021 |
*New |
2024-03-31 |
7,982 |
$206,000 |
7,982 |
|
Qube Research & Technologies Ltd |
2460 |
*New |
2023-12-31 |
7,550 |
$180,000 |
7,550 |
|
Crewe Advisors LLC |
93 |
*New |
2023-12-31 |
5,089 |
$121,000 |
5,089 |
|
Atlantic Trust Group LLC |
1512 |
*New |
2024-03-31 |
2,870 |
$74,000 |
2,870 |
|
MATHER GROUP, INC. |
812 |
*New |
2024-03-31 |
2,760 |
$66,000 |
2,760 |
|
ICA Group Wealth Management LLC |
550 |
*New |
2023-12-31 |
1,767 |
$42,000 |
1,767 |
|
TUCKER ASSET MANAGEMENT LLC |
619 |
*New |
2023-12-31 |
160 |
$4,000 |
160 |
|
New England Capital Financial Advisors LLC |
306 |
*New |
2024-03-31 |
93 |
$2,000 |
93 |
|
|
26 Records found
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1
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