|
Institutional
Holders
Total
Institutions:
|
42 1 |
|
Total
shares held :
|
1,728,014 |
|
% of shares
held :
|
19.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-109,837 |
|
% of shares
held change :
|
-1.22% |
|
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 |
LPL FINANCIAL CORP |
993 |
- |
2023-12-31 |
453,641 |
$15,308,000 |
33,181 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
749 |
*New |
2024-03-31 |
321,033 |
$11,231,000 |
321,033 |
|
H D Vest Advisory Services |
314 |
- |
2023-12-31 |
121,509 |
$4,100,000 |
103,976 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
113,786 |
$3,981,000 |
1,859 |
|
Key Financial Inc |
23 |
- |
2024-03-31 |
110,319 |
$3,723,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
127 |
- |
2023-12-31 |
109,052 |
$3,680,000 |
-12,935 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
929 |
- |
2024-03-31 |
102,766 |
$3,595,000 |
6,217 |
|
Kure Advisory LLC |
22 |
- |
2023-12-31 |
81,925 |
$2,765,000 |
226 |
|
Clear Creek Financial Management LLC |
64 |
*New |
2024-03-31 |
74,414 |
$2,603,000 |
74,414 |
|
JANE STREET GROUP LLC |
2209 |
- |
2023-12-31 |
71,989 |
$2,429,000 |
-88,304 |
|
Kestra Advisory Services LLC |
715 |
- |
2023-12-31 |
71,088 |
$2,399,000 |
20,435 |
|
Midwest Financial Group LLC |
22 |
- |
2024-03-31 |
53,664 |
$1,877,000 |
2,853 |
|
CITADEL ADVISORS LLC |
2405 |
- |
2023-12-31 |
53,120 |
$1,793,000 |
-28,432 |
|
NBC SECURITIES INC. |
142 |
- |
2024-03-31 |
44,821 |
$1,568,000 |
-14,434 |
|
MULTIFINANCIAL SECURITIES CORP |
603 |
- |
2023-12-31 |
45,170 |
$1,524,000 |
3,230 |
|
JANNEY MONTGOMERY SCOTT LLC |
1297 |
- |
2024-03-31 |
41,825 |
$1,463,000 |
2,075 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2041 |
- |
2024-03-31 |
37,607 |
$1,316,000 |
-1,333 |
|
Cetera Investment Advisers |
963 |
- |
2023-12-31 |
38,200 |
$1,289,000 |
-1,768 |
|
Advisor Group Holdings Inc. |
2550 |
- |
2023-12-31 |
28,470 |
$961,000 |
-4,404 |
|
FINANCIAL NETWORK |
1585 |
- |
2023-12-31 |
21,753 |
$734,000 |
4,292 |
|
Sigma Planning Corp |
|
- |
2024-03-31 |
17,626 |
$617,000 |
11,237 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
372 |
- |
2024-03-31 |
16,606 |
$581,000 |
921 |
|
Clarus Wealth Advisors |
77 |
- |
2024-03-31 |
15,891 |
$538,000 |
-1,176 |
|
DRIVE WEALTH MANAGEMENT LLC |
138 |
- |
2024-03-31 |
13,681 |
$479,000 |
2,756 |
|
Stratos Wealth Partners LTD. |
916 |
- |
2024-03-31 |
13,276 |
$464,000 |
-1,068 |
|
IFG Advisory LLC |
394 |
- |
2023-12-31 |
12,379 |
$418,000 |
1,516 |
|
RAYMOND JAMES & ASSOCIATES |
3147 |
- |
2024-03-31 |
11,718 |
$410,000 |
5,578 |
|
ENVESTNET ASSET MANAGEMENT INC |
3542 |
- |
2023-12-31 |
9,665 |
$326,000 |
-1,171 |
|
DHJJ Financial Advisors Ltd. |
108 |
- |
2024-03-31 |
8,957 |
$313,000 |
182 |
|
AE Wealth Management LLC |
1750 |
- |
2023-12-31 |
8,092 |
$273,000 |
-153,619 |
|
Good Life Advisors LLC |
|
*New |
2024-03-31 |
6,234 |
$218,000 |
6,234 |
|
MORGAN STANLEY |
5718 |
- |
2023-12-31 |
3,176 |
$107,000 |
1 |
|
IFP Advisors Inc |
1262 |
- |
2023-12-31 |
2,725 |
$92,000 |
-10,694 |
|
BARRETT & COMPANY INC. |
233 |
- |
2024-03-31 |
2,000 |
$70,000 |
0 |
|
UBS Group AG |
5633 |
*New |
2023-12-31 |
738 |
$25,000 |
738 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1518 |
- |
2024-03-31 |
579 |
$20,000 |
-3,938 |
|
ROYAL BANK OF CANADA |
5615 |
- |
2023-12-31 |
563 |
$19,000 |
563 |
|
Coppell Advisory Solutions LLC |
751 |
- |
2023-12-31 |
567 |
$19,000 |
-322 |
|
VitalStone Financial LLC |
278 |
*New |
2023-12-31 |
332 |
$11,000 |
332 |
|
Tidemark LLC |
458 |
- |
2023-12-31 |
200 |
$7,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2404 |
- |
2023-12-31 |
178 |
$6,000 |
0 |
|
Goss Wealth Management LLC |
3389 |
- |
2023-12-31 |
44 |
$1,000 |
-1,793 |
|
Global Retirement Partners LLC |
3031 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
Coppell Advisory Solutions Corp. |
212 |
*Closed |
2023-03-31 |
0 |
$0 |
-889 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
Kraft Davis & Associates LLC |
135 |
*Closed |
2023-12-31 |
0 |
$0 |
-64,889 |
|
Wagner Wealth Management LLC |
253 |
- |
2024-03-31 |
6 |
$0 |
1 |
|
Raleigh Capital Management Inc. |
1055 |
*Closed |
2023-12-31 |
0 |
$0 |
-13 |
|
|
48 Records found
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1
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