|
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 |
LINCOLN NATIONAL CORP |
121 |
- |
2024-03-31 |
219,868 |
$6,363,000 |
-76,549 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2096 |
- |
2024-03-31 |
41,520 |
$1,202,000 |
-233,891 |
|
3EDGE Asset Management LP |
40 |
- |
2024-03-31 |
39,271 |
$1,137,000 |
-6,341,189 |
|
Compass Advisory Group LLC |
36 |
- |
2024-03-31 |
31,640 |
$916,000 |
-3,420 |
|
Strategic Blueprint LLC |
259 |
- |
2024-03-31 |
31,410 |
$909,000 |
-19,102 |
|
MATHER GROUP, INC. |
250 |
- |
2024-03-31 |
28,632 |
$821,000 |
-5,738 |
|
My Personal CFO LLC |
45 |
- |
2024-03-31 |
28,190 |
$816,000 |
-5,700 |
|
BKD WEALTH ADVISORS LLC |
236 |
- |
2024-03-31 |
26,502 |
$767,000 |
-7,894 |
|
Pillar Wealth Advisors LLC |
39 |
- |
2024-03-31 |
23,556 |
$682,000 |
-2,781 |
|
JANNEY MONTGOMERY SCOTT LLC |
1749 |
- |
2024-03-31 |
23,093 |
$668,000 |
-1,017 |
|
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 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2161 |
- |
2024-03-31 |
19,764 |
$572,000 |
-336,914 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1523 |
- |
2024-03-31 |
18,783 |
$544,000 |
-51,785 |
|
LPL FINANCIAL CORP |
3714 |
- |
2024-03-31 |
17,103 |
$495,000 |
-11,759 |
|
Tradition Wealth Management LLC |
240 |
- |
2023-12-31 |
13,406 |
$384,000 |
-747 |
|
Wealth Alliance |
421 |
- |
2024-03-31 |
9,465 |
$274,000 |
-15,000 |
|
Alera Investment Advisors LLC |
147 |
- |
2024-03-31 |
8,848 |
$256,000 |
-907 |
|
Resources Investment Advisors Inc. |
987 |
- |
2024-03-31 |
8,056 |
$233,000 |
-1,222 |
|
U.S. Capital Wealth Advisors LLC |
624 |
- |
2024-03-31 |
7,664 |
$222,000 |
-1,647 |
|
DHJJ Financial Advisors Ltd. |
151 |
- |
2024-03-31 |
5,995 |
$173,000 |
-5 |
|
Archer Investment Corp |
654 |
- |
2024-03-31 |
326 |
$9,000 |
-502 |
|
|
22 Records found
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1
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