|
Institutional
Holders
Total
Institutions:
|
164 11 |
|
Total
shares held :
|
35,550,741 |
|
% of shares
held :
|
78.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
Amount
of shares held :
|
346,824 |
|
% of shares
held change :
|
0.76% |
|
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 |
AE Wealth Management LLC |
914 |
*New |
2023-12-31 |
56,758 |
$1,924,000 |
56,758 |
|
EWG Elevate Inc. |
52 |
*New |
2024-03-31 |
39,729 |
$1,379,000 |
39,729 |
|
Simplicity WealthLLC |
541 |
*New |
2024-03-31 |
26,982 |
$936,000 |
26,982 |
|
Pensionmark Financial Group LLC |
169 |
*New |
2023-12-31 |
22,804 |
$781,000 |
22,804 |
|
JONES FINANCIAL COMPANIES LLLP |
219 |
*New |
2023-12-31 |
21,852 |
$749,000 |
21,852 |
|
Squarepoint Ops LLC |
1543 |
*New |
2023-12-31 |
19,255 |
$660,000 |
19,255 |
|
OPPENHEIMER & CO INC |
898 |
*New |
2024-03-31 |
18,875 |
$655,000 |
18,875 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
255 |
*New |
2024-03-31 |
18,656 |
$647,000 |
18,656 |
|
Rockefeller Capital Management L.P. |
1333 |
*New |
2023-12-31 |
14,985 |
$514,000 |
14,985 |
|
Comprehensive Financial Consultants Institutional |
119 |
*New |
2024-03-31 |
14,021 |
$487,000 |
14,021 |
|
Chicago Partners Investment Group LLC |
487 |
*New |
2024-03-31 |
12,504 |
$431,000 |
12,504 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
11,000 |
$377,000 |
11,000 |
|
Betterment LLC |
345 |
*New |
2024-03-31 |
6,348 |
$220,000 |
6,348 |
|
Triumph Capital Management |
207 |
*New |
2024-03-31 |
6,108 |
$212,000 |
6,108 |
|
Gateway Wealth Partners LLC |
213 |
*New |
2023-12-31 |
6,174 |
$212,000 |
6,174 |
|
New Century Financial Group LLC |
174 |
*New |
2024-03-31 |
6,032 |
$209,000 |
6,032 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
177 |
*New |
2024-03-31 |
5,906 |
$205,000 |
5,906 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
712 |
*New |
2023-12-31 |
5,873 |
$201,000 |
5,873 |
|
VALLEY NATIONAL ADVISERS INC |
507 |
*New |
2024-03-31 |
609 |
$21,000 |
609 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
872 |
*New |
2024-03-31 |
400 |
$14,000 |
400 |
|
Russell Investments Group Ltd. |
2731 |
*New |
2024-03-31 |
350 |
$12,000 |
350 |
|
Kathleen S. Wright Associates Inc. |
186 |
*New |
2024-03-31 |
300 |
$10,000 |
300 |
|
KISTLERTIFFANY COMPANIES, LLC |
727 |
*New |
2023-06-30 |
207 |
$7,000 |
207 |
|
Parallel Advisors LLC |
2981 |
*New |
2024-03-31 |
17 |
$1,000 |
17 |
|
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24 Records found
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1
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