| |
Institutional
Holders
Total
Institutions:
 |
37  2 |
|
|
Total
shares held :
|
7,225,599 |
|
|
% of shares
held :
|
80.28% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -4 |
|
|
Amount
of shares held :
|
220,119 |
|
|
% of shares
held change :
|
2.45% |
|
| 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 |
  Swan Wealth Advisors Inc. |
7 |
- |
2023-12-31 |
3,050,573 |
$59,547,000 |
-253,701 |
|
| CWM LLC |
195 |
- |
2024-03-31 |
986,435 |
$20,449,000 |
-127,205 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1104 |
- |
2023-12-31 |
901,380 |
$17,595,000 |
-33,631 |
|
| Beacon Pointe Advisors LLC |
167 |
- |
2023-12-31 |
505,057 |
$9,859,000 |
-234,302 |
|
| RETIREMENT GUYS FORMULA LLC |
5 |
- |
2024-03-31 |
357,932 |
$7,420,000 |
-13,074 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
261,296 |
$5,417,000 |
261,296 |
|
| ATRIA INVESTMENTS LLC |
453 |
- |
2023-12-31 |
152,288 |
$2,973,000 |
29,439 |
|
| JANE STREET GROUP LLC |
2509 |
*New |
2023-12-31 |
95,211 |
$1,859,000 |
95,211 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1365 |
- |
2024-03-31 |
82,212 |
$1,704,000 |
-6,617 |
|
| Advisor Group Holdings Inc. |
2117 |
- |
2023-12-31 |
75,292 |
$1,470,000 |
-6,560 |
|
| Spire Wealth Management |
301 |
- |
2024-03-31 |
67,211 |
$1,393,000 |
61 |
|
| STIFEL FINANCIAL CORP |
1927 |
- |
2023-12-31 |
70,112 |
$1,369,000 |
19,967 |
|
| Advisor Resource Council |
44 |
- |
2024-03-31 |
57,883 |
$1,130,000 |
-177,307 |
|
| LPL FINANCIAL CORP |
2986 |
- |
2023-12-31 |
51,672 |
$1,009,000 |
9,896 |
|
| Syntegra Private Wealth Group LLC |
41 |
- |
2023-12-31 |
50,786 |
$991,000 |
-8,524 |
|
| Orion Portfolio Solutions LLC |
945 |
- |
2023-12-31 |
50,040 |
$974,000 |
9,674 |
|
| Baird Financial Group Inc. |
1217 |
- |
2023-12-31 |
38,711 |
$756,000 |
19,168 |
|
| CHILTON CAPITAL MANAGEMENT LLC |
145 |
- |
2023-12-31 |
38,636 |
$754,000 |
31,792 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2392 |
*New |
2024-03-31 |
27,886 |
$578,000 |
27,886 |
|
| Cedar Brook Financial Partners LLC |
198 |
- |
2024-03-31 |
25,795 |
$535,000 |
13,872 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2840 |
- |
2024-03-31 |
22,499 |
$466,000 |
-2,428 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
471 |
- |
2023-12-31 |
23,378 |
$458,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3895 |
*New |
2023-12-31 |
23,380 |
$456,000 |
23,380 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
21,501 |
$446,000 |
1,467 |
|
| Williams & Novak LLC |
52 |
- |
2024-03-31 |
21,525 |
$420,000 |
0 |
|
| Claybrook Capital LLC |
102 |
- |
2023-09-30 |
20,000 |
$362,000 |
-45,000 |
|
| Kingsview Wealth Management LLC |
721 |
- |
2023-12-31 |
17,936 |
$350,000 |
-613 |
|
| H D Vest Advisory Services |
1155 |
- |
2023-12-31 |
17,675 |
$345,000 |
3,500 |
|
| Golden State Equity Partners |
261 |
- |
2023-12-31 |
16,919 |
$330,000 |
-3,961 |
|
| Dynamic Advisors Solutions LLC |
754 |
- |
2024-03-31 |
14,725 |
$305,000 |
-6,800 |
|
| Private Advisor Group LLC |
|
*New |
2024-03-31 |
14,130 |
$293,000 |
14,130 |
|
| Clear Creek Financial Management LLC |
336 |
- |
2024-03-31 |
13,874 |
$288,000 |
-415 |
|
| Atria Wealth Solutions Inc. |
1524 |
- |
2023-12-31 |
14,321 |
$281,000 |
-2,786 |
|
| CITADEL ADVISORS LLC |
4376 |
*New |
2023-12-31 |
10,826 |
$211,000 |
10,826 |
|
| Resurgent Financial Advisors LLC |
244 |
*New |
2023-12-31 |
5,180 |
$101,000 |
5,180 |
|
| Parallel Advisors LLC |
1149 |
- |
2023-12-31 |
4,620 |
$90,000 |
-10,956 |
|
| Caitlin John LLC |
191 |
- |
2023-12-31 |
2,940 |
$57,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2097 |
- |
2023-12-31 |
538 |
$11,000 |
-300 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
130 |
$3,000 |
0 |
|
| Envestnet Portfolio Solutions Inc. |
1530 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,859 |
|
| DHJJ Financial Advisors Ltd. |
656 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| UBS Group AG |
7946 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,038 |
|
| Clearview Wealth Advisors LLC |
111 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,950 |
|
| KICKSTAND VENTURES LLC. |
104 |
*Closed |
2023-12-31 |
0 |
$0 |
-130,152 |
|
|
44 Records found
|
1
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