| |
Institutional
Holders
Total
Institutions:
 |
42  6 |
|
|
Total
shares held :
|
2,308,779 |
|
|
% of shares
held :
|
2.57% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
595,152 |
|
|
% of shares
held change :
|
 0.66% |
|
| 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 |
  Orion Portfolio Solutions LLC |
131 |
*New |
2023-12-31 |
577,625 |
$13,869,000 |
577,625 |
|
| Clear Creek Financial Management LLC |
14 |
- |
2024-03-31 |
374,917 |
$9,354,000 |
77,442 |
|
| PEAK FINANCIAL ADVISORS LLC |
4 |
- |
2024-03-31 |
272,639 |
$6,802,000 |
51,694 |
|
| Miracle Mile Advisors LLC |
124 |
- |
2024-03-31 |
163,921 |
$4,090,000 |
-7,533 |
|
| Simplify Asset Management Inc. |
16 |
- |
2023-12-31 |
153,032 |
$3,612,000 |
-33,542 |
|
| LPL FINANCIAL CORP |
2145 |
- |
2023-12-31 |
112,202 |
$2,648,000 |
79,489 |
|
| Financial Enhancement Group LLC |
57 |
- |
2024-03-31 |
98,007 |
$2,602,000 |
5,314 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2493 |
- |
2023-12-31 |
81,313 |
$1,919,000 |
-72,750 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1007 |
- |
2024-03-31 |
67,158 |
$1,676,000 |
67,158 |
|
| ORG Partners LLC |
72 |
- |
2023-12-31 |
66,041 |
$1,559,000 |
45,674 |
|
| WEALTHSOURCE PARTNERS LLC |
162 |
- |
2023-12-31 |
58,763 |
$1,387,000 |
-10,607 |
|
| JANE STREET GROUP LLC |
2896 |
- |
2023-12-31 |
55,355 |
$1,306,000 |
41,668 |
|
| Cambria Investment Management L.P. |
139 |
- |
2023-12-31 |
42,840 |
$1,011,000 |
-2,186 |
|
| Aries Wealth Management |
|
- |
2024-03-31 |
39,405 |
$983,000 |
85 |
|
| Moors & Cabot Inc. |
293 |
- |
2023-12-31 |
40,650 |
$959,000 |
31,050 |
|
| H D Vest Advisory Services |
765 |
- |
2023-12-31 |
36,721 |
$867,000 |
14,102 |
|
| ROYAL BANK OF CANADA |
3232 |
- |
2023-12-31 |
34,763 |
$820,000 |
-1,266 |
|
| FMA Wealth Management LLC |
|
- |
2024-03-31 |
28,793 |
$718,000 |
14,184 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
22,554 |
$563,000 |
-38,493 |
|
| AJ WEALTH STRATEGIES LLC |
185 |
- |
2023-06-30 |
18,977 |
$484,000 |
0 |
|
| Cambridge Advisors Inc. |
123 |
- |
2024-03-31 |
18,374 |
$458,000 |
664 |
|
| Strategic Wealth Partners Ltd. |
193 |
*New |
2023-03-31 |
16,505 |
$387,000 |
16,505 |
|
| BB&T CORP |
2103 |
- |
2023-12-31 |
16,252 |
$384,000 |
-20,783 |
|
| Fermata Advisors LLC |
136 |
- |
2024-03-31 |
14,763 |
$368,000 |
-128 |
|
| LINCOLN NATIONAL CORP |
|
*New |
2024-03-31 |
14,639 |
$365,000 |
14,639 |
|
| Wealthcare Advisory Partners LLC |
614 |
- |
2024-03-31 |
14,403 |
$359,000 |
2,166 |
|
| CSS LLC/IL |
298 |
*New |
2023-12-31 |
12,730 |
$300,000 |
12,730 |
|
| NATIONAL BANK OF CANADA /FI/ |
1219 |
- |
2023-12-31 |
11,994 |
$285,000 |
1,983 |
|
| We Are One Seven LLC |
752 |
- |
2023-12-31 |
10,649 |
$251,000 |
1,053 |
|
| Ironsides Asset Advisors LLC |
58 |
- |
2023-12-31 |
9,355 |
$221,000 |
-1,835 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3534 |
- |
2024-03-31 |
8,425 |
$210,000 |
-203 |
|
| CLS INVESTMENT FIRM LLC |
1285 |
- |
2022-12-31 |
7,932 |
$206,000 |
-73,674 |
|
| CWM LLC |
1644 |
- |
2024-03-31 |
5,940 |
$148,000 |
-512 |
|
| UBS Group AG |
4789 |
- |
2023-12-31 |
5,642 |
$133,000 |
4,578 |
|
| Sunbelt Securities Inc. |
866 |
- |
2024-03-31 |
1,918 |
$48,000 |
2 |
|
| Qube Research & Technologies Ltd |
2926 |
- |
2023-12-31 |
1,797 |
$42,000 |
-500 |
|
| COMERICA BANK |
2918 |
- |
2023-12-31 |
930 |
$22,000 |
6 |
|
| Solstein Capital LLC |
207 |
- |
2024-03-31 |
680 |
$17,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
500 |
$12,000 |
0 |
|
| Deane Retirement Strategies Inc. |
63 |
*New |
2024-03-31 |
430 |
$11,000 |
430 |
|
| Hobbs Group Advisors LLC |
343 |
- |
2023-12-31 |
448 |
$11,000 |
0 |
|
| Cribstone Capital Management LLC |
307 |
*New |
2022-12-31 |
127 |
$3,000 |
127 |
|
| MV Capital Management Inc. |
630 |
*New |
2024-03-31 |
101 |
$3,000 |
101 |
|
| IFP Advisors Inc |
2549 |
- |
2023-12-31 |
135 |
$3,000 |
-89 |
|
| Able Wealth Management LLC |
423 |
- |
2023-12-31 |
117 |
$3,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2749 |
- |
2023-12-31 |
91 |
$2,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2712 |
*New |
2023-12-31 |
94 |
$2,000 |
94 |
|
| Oakmont Partners LLC |
719 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,280 |
|
| BANK OF MONTREAL /CAN/ |
3323 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,297 |
|
| HPM Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-18,977 |
|
| Lakeview Capital Partners LLC |
406 |
*Closed |
2023-12-31 |
0 |
$0 |
-148,301 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
552 |
*Closed |
2024-03-31 |
0 |
$0 |
-508 |
|
| Advisor Group Holdings Inc. |
7120 |
*Closed |
2023-12-31 |
0 |
$0 |
-236 |
|
| Kestra Advisory Services LLC |
2278 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,905 |
|
| MORGAN STANLEY |
7589 |
- |
2023-12-31 |
12 |
$0 |
12 |
|
| FMR LLC |
5326 |
*Closed |
2023-12-31 |
0 |
$0 |
-2 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| PACIFIC FINANCIAL GROUP INC |
58 |
*Closed |
2023-12-31 |
0 |
$0 |
-176,891 |
|
|
58 Records found
|
1
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