|
Institutional
Holders
Total
Institutions:
|
457 15 |
|
Total
shares held :
|
55,405,887 |
|
% of shares
held :
|
85.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
2,034,377 |
|
% of shares
held change :
|
3.16% |
|
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 |
LEE JOHNSON CAPITAL MANAGEMENT LLC |
5 |
*New |
2024-03-31 |
142,697 |
$8,047,000 |
142,697 |
|
Silverleafe Capital Partners LLC |
15 |
*New |
2024-03-31 |
103,626 |
$5,843,000 |
103,626 |
|
Hobart Private Capital LLC |
18 |
*New |
2024-03-31 |
102,860 |
$5,800,000 |
102,860 |
|
Robertson Stephens Wealth Management LLC |
84 |
*New |
2023-12-31 |
66,307 |
$3,570,000 |
66,307 |
|
MIRABELLA FINANCIAL SERVICES LLP |
75 |
*New |
2023-12-31 |
41,394 |
$2,229,000 |
41,394 |
|
GSB Wealth Management LLC |
66 |
*New |
2024-03-31 |
33,471 |
$1,887,000 |
33,471 |
|
Sandbox Financial Partners LLC |
33 |
*New |
2024-03-31 |
26,005 |
$1,466,000 |
26,005 |
|
NEVILLE RODIE & SHAW INC |
115 |
*New |
2024-03-31 |
22,330 |
$1,259,000 |
22,330 |
|
HBK INVESTMENTS L P |
48 |
*New |
2023-09-30 |
26,358 |
$1,197,000 |
26,358 |
|
CAPSTONE WEALTH MANAGEMENT GROUP LLC |
34 |
*New |
2024-03-31 |
19,120 |
$1,078,000 |
19,120 |
|
Unique Wealth Strategies LLC |
64 |
*New |
2024-03-31 |
16,720 |
$943,000 |
16,720 |
|
Private Advisory Group LLC |
106 |
*New |
2023-12-31 |
16,191 |
$872,000 |
16,191 |
|
Williams Jones Wealth Management LLC. |
274 |
*New |
2024-03-31 |
15,130 |
$853,000 |
15,130 |
|
OMERS ADMINISTRATION CORP |
170 |
*New |
2023-12-31 |
9,100 |
$490,000 |
9,100 |
|
Retirement Network |
104 |
*New |
2023-12-31 |
8,718 |
$469,000 |
8,718 |
|
KINGSWOOD WEALTH ADVISORS LLC |
396 |
*New |
2024-03-31 |
7,078 |
$399,000 |
7,078 |
|
OLD MISSION CAPITAL LLC |
683 |
*New |
2023-12-31 |
7,106 |
$383,000 |
7,106 |
|
Y-Intercept (Hong Kong) Ltd |
859 |
*New |
2024-03-31 |
6,574 |
$371,000 |
6,574 |
|
L.M. KOHN & COMPANY |
177 |
*New |
2024-03-31 |
6,586 |
$371,000 |
6,586 |
|
PATHSTONE FAMILY OFFICE, LLC |
1234 |
*New |
2023-09-30 |
7,485 |
$340,000 |
7,485 |
|
CIC Wealth LLC |
121 |
*New |
2024-03-31 |
5,752 |
$324,000 |
5,752 |
|
Triton Wealth Management PLLC |
51 |
*New |
2024-03-31 |
5,905 |
$321,000 |
5,905 |
|
JBR Co Financial Management Inc |
72 |
*New |
2024-03-31 |
5,623 |
$317,000 |
5,623 |
|
Altus Wealth Group LLC |
109 |
*New |
2024-03-31 |
5,397 |
$304,000 |
5,397 |
|
Stevard LLC |
43 |
*New |
2023-12-31 |
5,055 |
$272,000 |
5,055 |
|
BCS Wealth Management |
194 |
*New |
2024-03-31 |
4,750 |
$268,000 |
4,750 |
|
ARQ WEALTH ADVISORS LLC |
53 |
*New |
2023-12-31 |
4,923 |
$265,000 |
4,923 |
|
NWAM LLC |
465 |
*New |
2024-03-31 |
4,805 |
$264,000 |
4,805 |
|
WNY Asset Management LLC |
204 |
*New |
2024-03-31 |
4,384 |
$247,000 |
4,384 |
|
Adviser Investments LLC |
492 |
*New |
2024-03-31 |
4,292 |
$242,000 |
4,292 |
|
Brookstone Capital Management |
815 |
*New |
2024-03-31 |
4,253 |
$240,000 |
4,253 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
4,399 |
$237,000 |
4,399 |
|
Madison Wealth Partners Inc |
111 |
*New |
2024-03-31 |
4,175 |
$235,000 |
4,175 |
|
tru Independence LLC |
106 |
*New |
2024-03-31 |
4,119 |
$232,000 |
4,119 |
|
Allie Family Office LLC |
67 |
*New |
2023-12-31 |
4,158 |
$224,000 |
4,158 |
|
Visionary Wealth Advisors |
450 |
*New |
2023-12-31 |
3,977 |
$214,000 |
3,977 |
|
PETERSON WEALTH MANAGEMENT |
49 |
*New |
2023-12-31 |
3,934 |
$212,000 |
3,934 |
|
IPG Investment Advisors LLC |
170 |
*New |
2023-12-31 |
3,925 |
$211,000 |
3,925 |
|
Concorde Asset Management LLC |
144 |
*New |
2023-12-31 |
3,928 |
$211,000 |
3,928 |
|
Nilsine Partners LLC |
317 |
*New |
2024-03-31 |
3,740 |
$211,000 |
3,740 |
|
CRESTWOOD ADVISORS LLC |
405 |
*New |
2024-03-31 |
3,675 |
$207,000 |
3,675 |
|
Smith Anglin Financial LLC |
187 |
*New |
2024-03-31 |
3,636 |
$205,000 |
3,636 |
|
Choice Wealth Advisors LLC |
25 |
*New |
2024-03-31 |
3,612 |
$204,000 |
3,612 |
|
WOLVERINE TRADING LLC |
1046 |
*New |
2023-12-31 |
3,795 |
$204,000 |
3,795 |
|
GFS ADVISORS, LLC |
140 |
*New |
2024-03-31 |
3,578 |
$202,000 |
3,578 |
|
HANSON MCCLAIN, INC. |
777 |
*New |
2024-03-31 |
3,567 |
$201,000 |
3,567 |
|
EP WEALTH ADVISORS, INC. |
727 |
*New |
2023-12-31 |
3,405 |
$183,000 |
3,405 |
|
Emerald Investment Partners LLC |
316 |
*New |
2024-03-31 |
1,933 |
$109,000 |
1,933 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
567 |
*New |
2024-03-31 |
1,203 |
$68,000 |
1,203 |
|
YHB INVESTMENT ADVISORS, INC. |
418 |
*New |
2024-03-31 |
1,121 |
$63,000 |
1,121 |
|
EdgeRock Capital LLC |
173 |
*New |
2023-12-31 |
409 |
$23,000 |
409 |
|
JONES FINANCIAL COMPANIES LLLP |
583 |
*New |
2023-12-31 |
390 |
$21,000 |
390 |
|
Carmichael Hill & Associates Inc. |
429 |
*New |
2024-03-31 |
300 |
$17,000 |
300 |
|
Spectrum Wealth Counsel LLC |
268 |
*New |
2024-03-31 |
277 |
$16,000 |
277 |
|
Atlantic Trust Group LLC |
2157 |
*New |
2024-03-31 |
243 |
$14,000 |
243 |
|
Main Management LLC |
125 |
*New |
2023-12-31 |
241 |
$13,000 |
241 |
|
Peoples Bank/KS |
203 |
*New |
2024-03-31 |
214 |
$12,000 |
214 |
|
First Capital Advisors Group LLC. |
563 |
*New |
2023-06-30 |
206 |
$9,000 |
206 |
|
FSA Wealth Management LLC |
391 |
*New |
2023-12-31 |
111 |
$6,000 |
111 |
|
Salomon & Ludwin LLC |
632 |
*New |
2024-03-31 |
90 |
$5,000 |
90 |
|
Russell Investments Group Ltd. |
2852 |
*New |
2024-03-31 |
81 |
$5,000 |
81 |
|
Trust Co |
301 |
*New |
2024-03-31 |
92 |
$5,000 |
92 |
|
ANCORA ADVISORS, LLC |
1367 |
*New |
2023-12-31 |
50 |
$3,000 |
50 |
|
WEST PACES ADVISORS INC. |
474 |
*New |
2024-03-31 |
36 |
$2,000 |
36 |
|
WHITE BAY PT LLC |
592 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
Ahrens Investment Partners LLC |
1002 |
*New |
2023-03-31 |
2 |
$0 |
2 |
|
|
66 Records found
|
1
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