|
Institutional
Holders
Total
Institutions:
|
44 2 |
|
Total
shares held :
|
2,150,551 |
|
% of shares
held :
|
23.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
100,872 |
|
% of shares
held change :
|
1.12% |
|
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 |
One + One Wealth Management LLC |
3 |
- |
2024-03-31 |
332,467 |
$6,678,000 |
-58,752 |
|
Clarus Wealth Advisors |
5 |
- |
2024-03-31 |
282,821 |
$5,841,000 |
85,055 |
|
FLOW TRADERS U.S. LLC |
154 |
- |
2023-12-31 |
148,639 |
$2,998,000 |
79,380 |
|
AllGen Financial Advisors Inc. |
23 |
- |
2024-03-31 |
146,509 |
$2,943,000 |
-23,914 |
|
Orion Portfolio Solutions LLC |
507 |
- |
2023-12-31 |
132,123 |
$2,623,000 |
17,970 |
|
Trilogy Capital Inc. |
135 |
*New |
2024-03-31 |
100,827 |
$2,025,000 |
100,827 |
|
LPL FINANCIAL CORP |
2365 |
- |
2023-12-31 |
99,849 |
$2,014,000 |
12,808 |
|
Rockefeller Capital Management L.P. |
921 |
- |
2023-12-31 |
95,630 |
$1,929,000 |
20,556 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1731 |
- |
2024-03-31 |
81,801 |
$1,643,000 |
14,736 |
|
Private Advisor Group LLC |
937 |
*New |
2023-12-31 |
69,787 |
$1,408,000 |
69,787 |
|
RAYMOND JAMES & ASSOCIATES |
2388 |
- |
2024-03-31 |
67,607 |
$1,358,000 |
28,955 |
|
Equitable Holdings Inc. |
514 |
- |
2023-12-31 |
65,409 |
$1,319,000 |
5,600 |
|
JANE STREET GROUP LLC |
2931 |
- |
2023-12-31 |
62,986 |
$1,270,000 |
-23,488 |
|
SMART PORTFOLIOS, LLC |
20 |
- |
2023-12-31 |
51,559 |
$1,018,000 |
11,543 |
|
CITADEL ADVISORS LLC |
2946 |
*New |
2023-12-31 |
48,800 |
$984,000 |
48,800 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1251 |
- |
2024-03-31 |
47,265 |
$949,000 |
20,718 |
|
OLD MISSION CAPITAL LLC |
447 |
- |
2023-12-31 |
46,169 |
$931,000 |
21,285 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1036 |
- |
2023-12-31 |
42,939 |
$866,000 |
-44,421 |
|
IFP Advisors Inc |
408 |
- |
2023-12-31 |
42,389 |
$855,000 |
-3,649 |
|
Feltz Wealth PLAN Inc. |
164 |
- |
2023-12-31 |
41,283 |
$833,000 |
2,123 |
|
ROYAL BANK OF CANADA |
3261 |
- |
2023-12-31 |
39,191 |
$790,000 |
34,691 |
|
HARBOUR INVESTMENTS INC. |
428 |
- |
2023-12-31 |
38,010 |
$767,000 |
-608 |
|
Advisor Group Holdings Inc. |
2800 |
- |
2023-12-31 |
36,750 |
$741,000 |
-39,455 |
|
HIGHTOWER ADVISORS, LLC |
2063 |
- |
2023-12-31 |
33,038 |
$667,000 |
1,243 |
|
ENVESTNET ASSET MANAGEMENT INC |
3182 |
- |
2023-12-31 |
31,261 |
$631,000 |
-12,423 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2092 |
- |
2024-03-31 |
30,300 |
$609,000 |
3,671 |
|
Belpointe Asset Management LLC |
350 |
- |
2023-12-31 |
26,351 |
$532,000 |
-18,146 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
431 |
*New |
2024-03-31 |
22,622 |
$454,000 |
22,622 |
|
VERUS CAPITAL PARTNERS LLC |
213 |
- |
2023-12-31 |
17,378 |
$351,000 |
223 |
|
FINANCIAL MANAGEMENT NETWORK INC |
122 |
- |
2024-03-31 |
16,403 |
$335,000 |
10 |
|
HBW Advisory Services LLC |
227 |
- |
2024-03-31 |
15,680 |
$316,000 |
0 |
|
BlueChip Wealth Advisors LLC |
90 |
- |
2023-12-31 |
14,385 |
$290,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3431 |
*New |
2024-03-31 |
12,032 |
$242,000 |
12,032 |
|
Kestra Advisory Services LLC |
1975 |
- |
2023-12-31 |
12,010 |
$242,000 |
12,010 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,350 |
$27,000 |
0 |
|
UBS Group AG |
5618 |
*New |
2023-12-31 |
1,278 |
$26,000 |
1,278 |
|
Bogart Wealth LLC |
483 |
- |
2024-03-31 |
1,127 |
$23,000 |
0 |
|
EverSource Wealth Advisors LLC |
1345 |
- |
2023-12-31 |
803 |
$16,000 |
118 |
|
Eagle Bay Advisors LLC |
505 |
- |
2023-12-31 |
515 |
$10,000 |
260 |
|
AlphaCore Capital LLC |
327 |
- |
2023-12-31 |
427 |
$9,000 |
0 |
|
MORGAN STANLEY |
6593 |
*New |
2023-12-31 |
269 |
$5,000 |
269 |
|
ADVISORY SERVICES NETWORK, LLC |
3169 |
*New |
2023-12-31 |
200 |
$4,000 |
200 |
|
Sound Financial Strategies Group LLC |
68 |
- |
2023-12-31 |
89 |
$2,000 |
-55,458 |
|
NAPA WEALTH MANAGEMENT |
28 |
- |
2023-12-31 |
106,041 |
$2,000 |
0 |
|
PRIVATE TRUST CO NA |
2203 |
*Closed |
2024-03-31 |
0 |
$0 |
-145 |
|
PROEQUITIES INC. |
4778 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Stratos Wealth Partners LTD. |
1377 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,411 |
|
FINANCIAL NETWORK |
2817 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,572 |
|
Impact Partnership Wealth LLC |
1063 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,446 |
|
WELLS FARGO & CO/MN |
6917 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
Caitlin John LLC |
874 |
- |
2023-12-31 |
11 |
$0 |
0 |
|
|
51 Records found
|
1
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