| |
Institutional
Holders
Total
Institutions:
 |
49  15 |
|
|
Total
shares held :
|
2,695,125 |
|
|
% of shares
held :
|
29.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
29 |
|
|
Amount
of shares held :
|
1,293,124 |
|
|
% of shares
held change :
|
14.37% |
|
| 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 |
  ATTICUS WEALTH MANAGEMENT LLC |
2 |
- |
2024-03-31 |
590,845 |
$29,424,000 |
64,550 |
|
| Precision Wealth Strategies LLC |
2 |
- |
2023-12-31 |
358,446 |
$17,895,000 |
254,562 |
|
| Paragon Wealth Strategies LLC |
9 |
- |
2023-12-31 |
347,387 |
$17,343,000 |
12,321 |
|
| WT Wealth Management |
2 |
- |
2023-12-31 |
240,449 |
$12,004,000 |
5,699 |
|
| Advisor Group Holdings Inc. |
710 |
- |
2023-12-31 |
232,420 |
$11,604,000 |
-3,750 |
|
| Worth Asset Management LLC |
6 |
- |
2024-03-31 |
115,827 |
$5,768,000 |
91,475 |
|
| CAMARDA FINANCIAL ADVISORS, LLC |
12 |
- |
2023-12-31 |
95,938 |
$4,790,000 |
817 |
|
| FLOW TRADERS U.S. LLC |
121 |
- |
2023-12-31 |
74,643 |
$3,727,000 |
74,643 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
159 |
- |
2023-12-31 |
72,352 |
$3,612,000 |
-36,550 |
|
| GRADIENT INVESTMENTS LLC |
157 |
- |
2024-03-31 |
68,592 |
$3,416,000 |
-3,203 |
|
| Great Lakes Retirement Inc. |
37 |
*New |
2023-12-31 |
64,121 |
$3,201,000 |
64,121 |
|
| LPL FINANCIAL CORP |
2021 |
*New |
2023-12-31 |
63,133 |
$3,152,000 |
63,133 |
|
| Latitude Advisors LLC |
7 |
- |
2024-03-31 |
62,505 |
$3,113,000 |
38,105 |
|
| Gainplan LLC |
11 |
- |
2024-03-31 |
54,138 |
$2,696,000 |
11,644 |
|
| Atomi Financial Group Inc. |
63 |
- |
2023-12-31 |
47,161 |
$2,355,000 |
14,600 |
|
| Kingsview Wealth Management LLC |
277 |
- |
2023-12-31 |
40,350 |
$2,014,000 |
-2,731 |
|
| RETIREMENT PLANNING GROUP |
67 |
*New |
2024-03-31 |
39,998 |
$1,992,000 |
39,998 |
|
| Dynamic Advisors Solutions LLC |
335 |
- |
2024-03-31 |
33,017 |
$1,644,000 |
145 |
|
| Madison Wealth Partners Inc |
25 |
- |
2023-12-31 |
31,472 |
$1,571,000 |
12,430 |
|
| Newbridge Financial Services Group Inc. |
29 |
- |
2024-03-31 |
27,813 |
$1,385,000 |
4,762 |
|
| JANE STREET GROUP LLC |
2851 |
- |
2023-12-31 |
27,147 |
$1,355,000 |
-1,314 |
|
| Capital Investment Advisory Services LLC |
162 |
- |
2024-03-31 |
25,669 |
$1,278,000 |
13,339 |
|
| CAPITAL INSIGHT PARTNERS LLC |
88 |
- |
2024-03-31 |
24,387 |
$1,214,000 |
923 |
|
| Goss Wealth Management LLC |
945 |
*New |
2023-12-31 |
18,848 |
$941,000 |
18,848 |
|
| MML INVESTORS SERVICES LLC |
1466 |
*New |
2023-12-31 |
16,706 |
$834,000 |
16,706 |
|
| We Are One Seven LLC |
375 |
- |
2023-12-31 |
15,737 |
$786,000 |
-2,180 |
|
| OLD MISSION CAPITAL LLC |
512 |
- |
2023-12-31 |
14,466 |
$722,000 |
14,466 |
|
| STIFEL FINANCIAL CORP |
2361 |
*New |
2023-12-31 |
13,970 |
$697,000 |
13,970 |
|
| SILVER OAK SECURITIES Inc |
239 |
*New |
2023-12-31 |
12,160 |
$607,000 |
12,160 |
|
| Empire Financial Management Company LLC |
134 |
- |
2023-12-31 |
9,406 |
$470,000 |
0 |
|
| Claro Advisors LLC |
246 |
- |
2024-03-31 |
9,303 |
$463,000 |
-2,664 |
|
| Moloney Securities Asset Management LLC |
274 |
- |
2023-12-31 |
8,205 |
$410,000 |
3,710 |
|
| Delta Investment Management LLC |
136 |
- |
2023-12-31 |
7,171 |
$358,000 |
3,021 |
|
| Tactive Advisors LLC |
64 |
*New |
2023-12-31 |
6,597 |
$329,000 |
6,597 |
|
| Secure Asset Management LLC |
|
- |
2023-12-31 |
6,259 |
$312,000 |
2,183 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2224 |
- |
2023-12-31 |
5,730 |
$286,000 |
865 |
|
| Global Retirement Partners LLC |
689 |
- |
2024-03-31 |
5,404 |
$269,000 |
461 |
|
| Fiduciary Group LLC |
233 |
*New |
2023-12-31 |
4,919 |
$246,000 |
4,919 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2910 |
- |
2024-03-31 |
4,529 |
$226,000 |
-70,825 |
|
| Derbend Asset Management |
|
*New |
2023-12-31 |
4,510 |
$225,000 |
4,510 |
|
| Castleview Partners LLC |
156 |
- |
2023-12-31 |
3,087 |
$154,000 |
2,974 |
|
| WELLS FARGO & CO/MN |
4801 |
*New |
2023-12-31 |
614 |
$31,000 |
614 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
806 |
- |
2023-12-31 |
600 |
$30,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
365 |
- |
2024-03-31 |
410 |
$20,000 |
405 |
|
| VisionPoint Advisory Group LLC |
365 |
- |
2023-12-31 |
369 |
$18,000 |
356 |
|
| Larson Financial Group LLC |
906 |
*New |
2023-12-31 |
302 |
$15,000 |
302 |
|
| Penserra Capital Management LLC |
1099 |
- |
2023-12-31 |
148 |
$7,000 |
0 |
|
| Parallel Advisors LLC |
2898 |
*New |
2023-12-31 |
20 |
$1,000 |
20 |
|
| MORGAN STANLEY |
6949 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| CITADEL ADVISORS LLC |
5561 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,619 |
|
| Bradley & Co. Private Wealth Management LLC |
204 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
| PROEQUITIES INC. |
7656 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| AdvisorNet Financial Inc |
2363 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
|
53 Records found
|
1
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