|
Institutional
Holders
Total
Institutions:
|
82 18 |
|
Total
shares held :
|
12,088,450 |
|
% of shares
held :
|
95.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
5,368,330 |
|
% of shares
held change :
|
42.61% |
|
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 |
3EDGE Asset Management LP |
1 |
- |
2023-12-31 |
6,380,460 |
$182,928,000 |
1,376,393 |
|
TOWNSQUARE CAPITAL LLC |
45 |
*New |
2023-12-31 |
983,736 |
$28,204,000 |
983,736 |
|
HIGHTOWER ADVISORS, LLC |
582 |
- |
2023-12-31 |
472,508 |
$13,557,000 |
397,675 |
|
ALTFEST L J & CO INC |
|
- |
2024-03-31 |
465,667 |
$13,476,000 |
14,560 |
|
GRADIENT INVESTMENTS LLC |
|
- |
2024-03-31 |
328,793 |
$9,515,000 |
328,293 |
|
LINCOLN NATIONAL CORP |
85 |
- |
2023-12-31 |
296,417 |
$8,498,000 |
-829 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
286,062 |
$8,201,000 |
286,062 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
837 |
- |
2023-12-31 |
275,411 |
$7,896,000 |
255,343 |
|
Orion Portfolio Solutions LLC |
265 |
*New |
2023-12-31 |
213,596 |
$6,030,000 |
213,596 |
|
EisnerAmper Wealth Management Corporate Benefits L |
15 |
*New |
2023-12-31 |
163,361 |
$4,684,000 |
163,361 |
|
Alliance Wealth Advisors LLC /UT |
10 |
*New |
2023-12-31 |
147,981 |
$4,243,000 |
147,981 |
|
MBL Wealth LLC |
39 |
- |
2023-12-31 |
139,645 |
$4,004,000 |
7,230 |
|
Wallace Advisory Group LLC |
5 |
*New |
2024-03-31 |
125,689 |
$3,604,000 |
125,689 |
|
Arete Wealth Advisors LLC |
81 |
*New |
2023-12-31 |
120,209 |
$3,446,000 |
120,209 |
|
BAKER TILLY FINANCIAL LLC |
43 |
*New |
2023-12-31 |
95,520 |
$2,739,000 |
95,520 |
|
Long Island Wealth Management Inc. |
17 |
- |
2023-12-31 |
83,735 |
$2,401,000 |
0 |
|
Kestra Advisory Services LLC |
737 |
- |
2023-12-31 |
79,214 |
$2,271,000 |
3,903 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
18 |
- |
2023-12-31 |
77,714 |
$2,228,000 |
-3,111 |
|
OLD MISSION CAPITAL LLC |
259 |
*New |
2023-12-31 |
69,318 |
$1,987,000 |
69,318 |
|
NORDEN GROUP LLC |
384 |
- |
2024-03-31 |
62,628 |
$1,812,000 |
38,658 |
|
MERCER GLOBAL ADVISORS INC /ADV |
802 |
*New |
2023-12-31 |
54,616 |
$1,566,000 |
54,616 |
|
Strategic Blueprint LLC |
|
- |
2023-12-31 |
50,512 |
$1,448,000 |
32,370 |
|
Financial Network Wealth Advisors LLC |
14 |
- |
2023-12-31 |
49,107 |
$1,408,000 |
0 |
|
Advisor Group Holdings Inc. |
2424 |
- |
2023-12-31 |
38,039 |
$1,091,000 |
-3,015 |
|
DFPG INVESTMENTS INC. |
219 |
- |
2023-12-31 |
38,314 |
$1,087,000 |
6,819 |
|
Compass Advisory Group LLC |
33 |
- |
2023-12-31 |
35,060 |
$1,005,000 |
-7,934 |
|
My Personal CFO LLC |
|
- |
2023-12-31 |
33,890 |
$972,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1354 |
- |
2023-12-31 |
30,560 |
$876,000 |
0 |
|
AdvisorNet Financial Inc |
226 |
- |
2024-03-31 |
29,708 |
$860,000 |
0 |
|
CWM LLC |
924 |
- |
2024-03-31 |
28,795 |
$833,000 |
1,901 |
|
LPL FINANCIAL CORP |
3169 |
*New |
2023-12-31 |
28,862 |
$827,000 |
28,862 |
|
MATHER GROUP, INC. |
250 |
- |
2024-03-31 |
28,632 |
$821,000 |
-5,738 |
|
Cypress Wealth Services LLC |
93 |
- |
2024-03-31 |
28,190 |
$816,000 |
0 |
|
Sunbelt Securities Inc. |
210 |
- |
2024-03-31 |
28,056 |
$812,000 |
4,783 |
|
AE Wealth Management LLC |
1226 |
*New |
2023-12-31 |
28,506 |
$800,000 |
28,506 |
|
BKD WEALTH ADVISORS LLC |
236 |
- |
2024-03-31 |
26,502 |
$767,000 |
-7,894 |
|
Pillar Wealth Advisors LLC |
37 |
- |
2023-12-31 |
26,337 |
$755,000 |
-2,266 |
|
Wealth Alliance |
199 |
- |
2023-12-31 |
24,465 |
$701,000 |
0 |
|
IFP Advisors Inc |
458 |
- |
2023-12-31 |
24,415 |
$700,000 |
1,939 |
|
JANNEY MONTGOMERY SCOTT LLC |
1663 |
- |
2023-12-31 |
24,110 |
$691,000 |
-4,075 |
|
GILL CAPITAL PARTNERS LLC |
55 |
- |
2023-12-31 |
23,955 |
$687,000 |
7,099 |
|
FINANCIAL NETWORK |
1651 |
- |
2023-12-31 |
23,309 |
$668,000 |
-6,193 |
|
ENVESTNET ASSET MANAGEMENT INC |
3165 |
- |
2023-12-31 |
22,854 |
$655,000 |
-3,862 |
|
Koshinski Asset Management Inc. |
238 |
- |
2023-12-31 |
22,232 |
$637,000 |
6,827 |
|
Diligent Investors LLC |
150 |
- |
2023-12-31 |
20,732 |
$594,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
|
- |
2024-03-31 |
19,764 |
$572,000 |
-336,914 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1523 |
- |
2024-03-31 |
18,783 |
$544,000 |
-51,785 |
|
Benchmark Investment Advisors LLC |
192 |
*New |
2023-12-31 |
17,485 |
$501,000 |
17,485 |
|
BCJ Capital Management LLC |
186 |
*New |
2023-12-31 |
17,485 |
$501,000 |
17,485 |
|
Feltz Wealth PLAN Inc. |
219 |
- |
2023-12-31 |
16,344 |
$469,000 |
16,344 |
|
Cetera Investment Advisers |
1514 |
- |
2023-12-31 |
16,370 |
$469,000 |
1,160 |
|
Matrix Trust Co |
52 |
*New |
2023-12-31 |
15,819 |
$454,000 |
15,819 |
|
REGIMEN WEALTH LLC |
41 |
*New |
2023-12-31 |
15,219 |
$436,000 |
15,219 |
|
Tradition Wealth Management LLC |
240 |
- |
2023-12-31 |
13,406 |
$384,000 |
-747 |
|
H D Vest Advisory Services |
1106 |
- |
2023-12-31 |
13,326 |
$382,000 |
-12,306 |
|
WPWealth LLP |
46 |
*New |
2023-12-31 |
13,315 |
$382,000 |
13,315 |
|
Continuum Advisory LLC |
342 |
*New |
2023-12-31 |
12,401 |
$356,000 |
12,401 |
|
Weaver Consulting Group |
154 |
- |
2024-03-31 |
10,251 |
$297,000 |
0 |
|
BCGM Wealth Management LLC |
107 |
- |
2023-12-31 |
10,215 |
$293,000 |
-88 |
|
Alera Investment Advisors LLC |
|
- |
2023-12-31 |
9,755 |
$280,000 |
-1,168 |
|
U.S. Capital Wealth Advisors LLC |
572 |
- |
2023-12-31 |
9,311 |
$267,000 |
-5,546 |
|
Resources Investment Advisors Inc. |
952 |
- |
2023-12-31 |
9,278 |
$266,000 |
-8,278 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
|
- |
2024-03-31 |
8,796 |
$255,000 |
736 |
|
MML INVESTORS SERVICES LLC |
2234 |
*New |
2023-12-31 |
7,860 |
$225,000 |
7,860 |
|
SageView Advisory Group LLC |
525 |
- |
2023-12-31 |
7,489 |
$209,000 |
7,489 |
|
Apollon Wealth Management LLC |
998 |
- |
2023-12-31 |
7,050 |
$202,000 |
7,050 |
|
DHJJ Financial Advisors Ltd. |
151 |
- |
2024-03-31 |
5,995 |
$173,000 |
-5 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1059 |
- |
2023-12-31 |
3,300 |
$95,000 |
0 |
|
Capital Investment Advisory Services LLC |
|
- |
2024-03-31 |
2,110 |
$61,000 |
0 |
|
TFO-TDC LLC |
55 |
- |
2023-12-31 |
2,083 |
$60,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3046 |
- |
2023-12-31 |
1,400 |
$40,000 |
0 |
|
COMERICA BANK |
2815 |
- |
2023-12-31 |
1,152 |
$33,000 |
0 |
|
Archer Investment Corp |
478 |
*New |
2023-12-31 |
828 |
$24,000 |
828 |
|
FMR LLC |
3759 |
- |
2023-12-31 |
736 |
$21,000 |
734 |
|
HARBOUR INVESTMENTS INC. |
2016 |
- |
2023-12-31 |
490 |
$14,000 |
0 |
|
NBC SECURITIES INC. |
1657 |
*New |
2024-03-31 |
350 |
$11,000 |
350 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
300 |
$9,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2330 |
- |
2023-12-31 |
287 |
$8,000 |
0 |
|
Global Trust Asset Management LLC |
396 |
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
Cape Investment Advisory Inc. |
858 |
- |
2023-12-31 |
100 |
$3,000 |
50 |
|
BANK OF AMERICA CORP /DE/ |
5958 |
*New |
2023-12-31 |
68 |
$2,000 |
68 |
|
Kingsview Wealth Management LLC |
957 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,411 |
|
Fortitude Family Office LLC |
950 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,627 |
|
FirstPurpose Wealth LLC |
208 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,783 |
|
CITADEL ADVISORS LLC |
5701 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,747 |
|
PROEQUITIES INC. |
4985 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Global Strategic Investment Solutions LLC |
142 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,187 |
|
Michael S. Ryan Inc. |
50 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,623 |
|
UBS Group AG |
7974 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,657 |
|
Valtinson Bruner Financial Planning LLC |
114 |
*Closed |
2023-12-31 |
0 |
$0 |
-91,248 |
|
Portside Wealth Group LLC |
369 |
*Closed |
2024-03-31 |
0 |
$0 |
-247,538 |
|
Caitlin John LLC |
848 |
- |
2023-12-31 |
13 |
$0 |
0 |
|
|
92 Records found
|
1
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