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Institutional Holders
Viewing Quarter :
  
Total Institutions: 28    11
Total shares held : 
 1,800,809  
% of shares held : 
 20.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 633,789  
% of shares held change : 
   7.04%  
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  : 
0.00 (0.00%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 633,789
 35.19%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
17
 1,167,020
 64.81%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ovata Capital Management Ltd *New 2024-03-31 419,004 $25,936,000 419,004
   IMCCHICAGO, LLC *New 2024-03-31 368,882 $22,893,000 368,882
   Legacy Wealth Asset Management LLC 1 *New 2024-03-31 352,594 $21,882,000 352,594
   United Capital Management of KS Inc. 3 *New 2024-03-31 349,399 $21,684,000 349,399
   Compass Ion Advisors LLC 17 *New 2024-03-31 125,142 $7,766,000 125,142
   COWEN AND COMPANY LLC *New 2024-03-31 92,200 $5,722,000 92,200
   Brookstone Capital Management 211 *New 2024-03-31 85,262 $5,291,000 85,262
   MRM-HORIZON ADVISORS LLC 6 *New 2024-03-31 85,129 $5,283,000 85,129
   PANORAMIC INVESTMENT ADVISORS LLC 3 *New 2024-03-31 84,562 $5,248,000 84,562
   Parcion Private Wealth LLC 49 *New 2024-03-31 80,022 $4,966,000 80,022
   KINGSWOOD WEALTH ADVISORS LLC *New 2024-03-31 73,151 $4,540,000 73,151
   COMMONWEALTH EQUITY SERVICES LLC. 1253 *New 2024-03-31 69,756 $4,329,000 69,756
   SMI Advisory Services LLC *New 2024-03-31 67,846 $4,092,000 67,846
   Traynor Capital Management Inc. *New 2024-03-31 56,135 $3,484,000 56,135
   Sowell Financial Services LLC *New 2024-03-31 50,855 $3,156,000 50,855
   PEREGRINE ASSET ADVISERS, INC. *New 2024-03-31 42,391 $2,631,000 42,391
   Smart Money Group LLC *New 2024-03-31 50,308 $2,600,000 50,308
   Oakmont Partners LLC 242 *New 2024-03-31 37,708 $2,340,000 37,708
   Cambridge Advisors Inc. *New 2024-03-31 36,988 $2,295,000 36,988
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1225 *New 2024-03-31 33,891 $2,103,000 33,891
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 959 *New 2024-03-31 30,527 $1,894,000 30,527
   CHILDRESS CAPITAL ADVISORS LLC 41 *New 2024-03-31 26,586 $1,650,000 26,586
   Ronald Blue Trust Inc. *New 2024-03-31 22,117 $1,373,000 22,117
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. *New 2024-03-31 19,370 $1,202,000 19,370
   Vista Wealth Management Group LLC *New 2024-03-31 17,223 $1,069,000 17,223
   Meridian Wealth Management LLC 93 *New 2024-03-31 15,276 $948,000 15,276
   Guild Investment Management Inc. 28 *New 2024-03-31 14,070 $873,000 14,070
   AlphaQ Advisors LLC *New 2024-03-31 13,605 $844,000 13,605
   Global Retirement Partners LLC 402 *New 2024-03-31 13,077 $812,000 13,077
   Mustard Seed Financial LLC 31 *New 2024-03-31 12,839 $797,000 12,839
   Almanack Investment Partners LLC. *New 2024-03-31 12,206 $758,000 12,206
   Valeo Financial Advisors LLC 285 *New 2024-03-31 13,349 $746,000 13,349
   BROWN ADVISORY HOLDINGS INC 871 *New 2024-03-31 10,835 $672,000 10,835
   ACCESS FINANCIAL SERVICES INC. 68 *New 2024-03-31 9,600 $596,000 9,600
   Lionsbridge Wealth Management LLC 50 *New 2024-03-31 9,365 $581,000 9,365
   Hubbell Strickland Wealth Management LLC 38 *New 2024-03-31 8,788 $549,000 8,788
   Soltis Investment Advisors LLC 201 *New 2024-03-31 8,313 $516,000 8,313
   GUARANTY TRUST CO OF MISSOURI /MO/ 406 *New 2024-03-31 8,319 $516,000 8,319
   Proficio Capital Partners LLC *New 2024-03-31 8,187 $508,000 8,187
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 7,936 $492,000 7,936
   Apollon Wealth Management LLC *New 2024-03-31 7,519 $467,000 7,519
   AM INVESTMENT STRATEGIES LLC 72 *New 2024-03-31 7,415 $460,000 7,415
   PURE FINANCIAL ADVISORS, INC. 208 *New 2024-03-31 7,268 $451,000 7,268
   Berger Financial Group Inc 216 *New 2024-03-31 7,197 $447,000 7,197
   LIBRA WEALTH LLC *New 2024-03-31 6,291 $390,000 6,291
   Mutual Advisors LLC *New 2024-03-31 6,213 $386,000 6,213
   CRA Financial Services LLC 150 *New 2024-03-31 5,875 $365,000 5,875
   Sage Mountain Advisors LLC 216 *New 2024-03-31 5,503 $342,000 5,503
   FinTrust Capital Advisors LLC 215 *New 2024-03-31 5,169 $321,000 5,169
   Csenge Advisory Group *New 2024-03-31 5,136 $319,000 5,136
   GIBSON CAPITAL MANAGEMENT, LTD. 50 *New 2024-03-31 4,728 $293,000 4,728
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 277 *New 2024-03-31 4,366 $271,000 4,366
   RSM US WEALTH MANAGEMENT LLC 564 *New 2024-03-31 4,313 $268,000 4,313
   Intellectus Partners LLC *New 2024-03-31 4,300 $267,000 4,300
   Pallas Capital Advisors LLC 382 *New 2024-03-31 3,934 $244,000 3,934
   LWMG LLC *New 2024-03-31 3,902 $242,000 3,902
   Canvas Wealth Advisors LLC 126 *New 2024-03-31 4,512 $240,000 4,512
   Coston McIsaac & Partners *New 2024-03-31 3,595 $223,000 3,595
   CAPITAL PERFORMANCE ADVISORS LLP 78 *New 2024-03-31 3,470 $215,000 3,470
   Sandy Cove Advisors LLC 114 *New 2024-03-31 3,366 $209,000 3,366
   Wedmont Private Capital *New 2024-03-31 3,471 $209,000 3,471
   Simplicity WealthLLC 1058 *New 2024-03-31 3,334 $207,000 3,334
   HANSON MCCLAIN, INC. 806 *New 2024-03-31 2,984 $185,000 2,984
   Spartan Fund Management Inc. 41 *New 2024-03-31 2,500 $155,000 2,500
   MCF Advisors LLC *New 2024-03-31 2,373 $147,000 2,373
   Rosenberg Matthew Hamilton 257 *New 2024-03-31 2,219 $135,000 2,219
   Financial Synergies Wealth Advisors Inc. *New 2024-03-31 1,668 $104,000 1,668
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 1,408 $87,000 1,408
   Lindbrook Capital LLC 575 *New 2024-03-31 1,400 $87,000 1,400
   YHB INVESTMENT ADVISORS, INC. 433 *New 2024-03-31 910 $56,000 910
   Centerpoint Advisors LLC 154 *New 2024-03-31 866 $54,000 866
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 270 *New 2024-03-31 571 $35,000 571
   TRUST CO OF VERMONT *New 2024-03-31 409 $25,000 409
   BALDWIN BROTHERS INC/MA *New 2024-03-31 310 $19,000 310
   SJS Investment Consulting Inc. 327 *New 2024-03-31 210 $13,000 210
   Stephens Consulting LLC 293 *New 2024-03-31 200 $12,000 200
   HighMark Wealth Management LLC *New 2024-03-31 195 $12,000 195
   Newbridge Financial Services Group Inc. 734 *New 2024-03-31 170 $11,000 170
   HOLLENCREST SECURITIES LLC *New 2024-03-31 170 $11,000 170
   Larson Financial Group LLC *New 2024-03-31 159 $10,000 159
   Retirement Group LLC *New 2024-03-31 150 $9,000 150
   Financial Freedom LLC 332 *New 2024-03-31 24 $2,000 24
   SIGNATUREFD, LLC *New 2024-03-31 30 $2,000 30
   PROEQUITIES INC. *New 2024-03-31 0 $0 0
  84 Records found
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