|
Institutional
Holders
Total
Institutions:
|
106 3 |
|
Total
shares held :
|
24,959,630 |
|
% of shares
held :
|
44.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
Amount
of shares held :
|
2,157,927 |
|
% of shares
held change :
|
3.83% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
156 |
*New |
2024-03-31 |
966,347 |
$52,096,000 |
966,347 |
|
Empowered Funds LLC |
9 |
*New |
2024-03-31 |
817,414 |
$44,067,000 |
817,414 |
|
Arete Wealth Advisors LLC |
185 |
*New |
2024-03-31 |
22,753 |
$1,227,000 |
22,753 |
|
Integrated Wealth Concepts LLC |
837 |
*New |
2024-03-31 |
15,100 |
$814,000 |
15,100 |
|
GOLDMAN SACHS GROUP INC/ |
3767 |
*New |
2024-03-31 |
12,833 |
$692,000 |
12,833 |
|
Barry Investment Advisors LLC |
72 |
*New |
2024-03-31 |
9,126 |
$492,000 |
9,126 |
|
Keeler Thomas Management LLC |
61 |
*New |
2024-03-31 |
8,249 |
$445,000 |
8,249 |
|
U.S. Capital Wealth Advisors LLC |
495 |
*New |
2024-03-31 |
7,760 |
$418,000 |
7,760 |
|
Portfolio Strategies Inc. |
80 |
*New |
2024-03-31 |
7,310 |
$394,000 |
7,310 |
|
Hardy Reed LLC |
80 |
*New |
2024-03-31 |
7,310 |
$394,000 |
7,310 |
|
HRC WEALTH MANAGEMENT LLC |
33 |
*New |
2024-03-31 |
5,314 |
$286,000 |
5,314 |
|
GTS SECURITIES LLC |
1018 |
*New |
2024-03-31 |
5,257 |
$283,000 |
5,257 |
|
Belpointe Asset Management LLC |
616 |
*New |
2024-03-31 |
5,202 |
$280,000 |
5,202 |
|
Per Stirling Capital Management LLC. |
203 |
*New |
2024-03-31 |
4,767 |
$257,000 |
4,767 |
|
QUADRANT CAPITAL GROUP LLC |
541 |
*New |
2024-03-31 |
4,538 |
$245,000 |
4,538 |
|
Spire Wealth Management |
1013 |
*New |
2024-03-31 |
1,695 |
$91,000 |
1,695 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1340 |
*New |
2024-03-31 |
243 |
$13,000 |
243 |
|
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17 Records found
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1
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