| |
Institutional
Holders
Total
Institutions:
 |
41  2 |
|
|
Total
shares held :
|
2,346,963 |
|
|
% of shares
held :
|
2.61% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
-46,690 |
|
|
% of shares
held change :
|
-0.05% |
|
| 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 |
  GDS Wealth Management |
29 |
- |
2024-03-31 |
600,864 |
$12,444,000 |
98,160 |
|
| Harwood Advisory Group LLC |
6 |
- |
2023-12-31 |
569,642 |
$12,084,000 |
-37,346 |
|
| Elevated Capital Advisors LLC |
36 |
- |
2024-03-31 |
139,236 |
$2,884,000 |
51,232 |
|
| Blackhawk Capital Partners LLC. |
22 |
- |
2024-03-31 |
114,671 |
$2,375,000 |
-1,269 |
|
| Equitable Holdings Inc. |
390 |
- |
2023-12-31 |
102,515 |
$2,175,000 |
5,594 |
|
| ALTFEST L J & CO INC |
64 |
- |
2024-03-31 |
92,325 |
$1,912,000 |
24,417 |
|
| FLOW TRADERS U.S. LLC |
232 |
*New |
2023-12-31 |
86,356 |
$1,832,000 |
86,356 |
|
| LPL FINANCIAL CORP |
2586 |
- |
2024-03-31 |
86,474 |
$1,791,000 |
7,392 |
|
| HARBOUR INVESTMENTS INC. |
282 |
- |
2023-12-31 |
72,802 |
$1,544,000 |
-4,631 |
|
| JANE STREET GROUP LLC |
2836 |
- |
2023-12-31 |
64,787 |
$1,374,000 |
-157,020 |
|
| Chicago Partners Investment Group LLC |
290 |
- |
2024-03-31 |
57,930 |
$1,163,000 |
532 |
|
| GeoWealth Management LLC |
267 |
- |
2023-12-31 |
32,694 |
$693,000 |
-12,872 |
|
| INTL FCSTONE INC. |
200 |
- |
2024-03-31 |
30,000 |
$621,000 |
-20,000 |
|
| Barber Financial Group Inc. |
77 |
- |
2023-03-31 |
22,272 |
$484,000 |
-10 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
21,675 |
$460,000 |
-8,108 |
|
| Modern Wealth Management LLC |
96 |
- |
2023-12-31 |
20,988 |
$445,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2472 |
- |
2024-03-31 |
18,911 |
$392,000 |
-19,933 |
|
| TELEMUS CAPITAL LLC |
276 |
- |
2023-12-31 |
14,797 |
$314,000 |
-977 |
|
| Root Financial Partners LLC |
79 |
- |
2024-03-31 |
14,469 |
$300,000 |
-8,163 |
|
| Capital Financial Planning LLC |
70 |
- |
2023-09-30 |
11,838 |
$236,000 |
-2,451 |
|
| Running Point Capital Advisors LLC |
94 |
*New |
2023-12-31 |
10,188 |
$216,000 |
10,188 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3558 |
*New |
2024-03-31 |
9,903 |
$205,000 |
9,903 |
|
| Aptus Capital Advisors LLC |
587 |
- |
2023-12-31 |
5,902 |
$125,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
259 |
- |
2023-12-31 |
5,902 |
$125,000 |
0 |
|
| ICA Group Wealth Management LLC |
398 |
- |
2023-12-31 |
3,982 |
$84,000 |
3,982 |
|
| Coppell Advisory Solutions LLC |
501 |
- |
2023-12-31 |
2,298 |
$49,000 |
2,216 |
|
| ALPHAMARK ADVISORS LLC |
346 |
- |
2024-03-31 |
2,325 |
$48,000 |
-4,945 |
|
| Geneos Wealth Management Inc. |
1163 |
- |
2024-03-31 |
1,857 |
$38,000 |
-342 |
|
| Advisor Group Holdings Inc. |
4966 |
- |
2024-03-31 |
1,561 |
$32,000 |
-3,830 |
|
| Aspire Private Capital LLC |
271 |
- |
2024-03-31 |
1,518 |
$31,000 |
0 |
|
| Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
1,258 |
$27,000 |
-283 |
|
| Scarborough Advisors LLC |
139 |
- |
2024-03-31 |
1,281 |
$27,000 |
26 |
|
| Wagner Wealth Management LLC |
206 |
- |
2024-03-31 |
440 |
$9,000 |
0 |
|
| AdvisorNet Financial Inc |
1625 |
- |
2024-03-31 |
115 |
$2,000 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3341 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,888 |
|
| CITADEL ADVISORS LLC |
5612 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,871 |
|
| MORGAN STANLEY |
7108 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5668 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,386 |
|
| ROYAL BANK OF CANADA |
6507 |
*New |
2023-12-31 |
15 |
$0 |
15 |
|
| PROEQUITIES INC. |
5312 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6490 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
| Arkadios Wealth Advisors |
719 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,412 |
|
| CONDOR CAPITAL MANAGEMENT |
184 |
*Closed |
2024-03-31 |
0 |
$0 |
-104,424 |
|
| RAYMOND JAMES & ASSOCIATES |
3907 |
*Closed |
2024-03-31 |
0 |
$0 |
-122,590 |
|
| Global Retirement Partners LLC |
3356 |
*Closed |
2024-03-31 |
0 |
$0 |
-9 |
|
| Coppell Advisory Solutions Corp. |
1103 |
*Closed |
2023-03-31 |
0 |
$0 |
-82 |
|
| ORG Partners LLC |
850 |
*Closed |
2024-03-31 |
0 |
$0 |
-612 |
|
| UBS Group AG |
8445 |
- |
2023-12-31 |
5 |
$0 |
-2,590 |
|
| Walkner Condon Financial Advisors LLC |
275 |
*Closed |
2024-03-31 |
0 |
$0 |
-68,770 |
|
|
49 Records found
|
1
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