| |
Institutional
Holders
Total
Institutions:
 |
32  6 |
|
|
Total
shares held :
|
1,475,010 |
|
|
% of shares
held :
|
16.39% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
260,115 |
|
|
% of shares
held change :
|
2.89% |
|
| 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 |
  Advisory Resource Group |
5 |
- |
2023-12-31 |
340,272 |
$12,842,000 |
-7,466 |
|
| LPL FINANCIAL CORP |
1480 |
- |
2023-12-31 |
180,075 |
$6,796,000 |
83,432 |
|
| HIGHTOWER ADVISORS, LLC |
863 |
- |
2023-12-31 |
167,273 |
$6,310,000 |
-1,146 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1781 |
- |
2023-12-31 |
154,636 |
$5,836,000 |
2,297 |
|
| Advisor Group Holdings Inc. |
1131 |
- |
2023-12-31 |
146,379 |
$5,524,000 |
-3,002 |
|
| FINANCIAL NETWORK |
557 |
- |
2023-12-31 |
138,347 |
$5,221,000 |
-2,537 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1363 |
- |
2024-03-31 |
93,393 |
$3,669,000 |
27,910 |
|
| Rockefeller Capital Management L.P. |
926 |
- |
2023-12-31 |
50,577 |
$1,909,000 |
16,087 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1458 |
- |
2024-03-31 |
37,335 |
$1,467,000 |
-4,457 |
|
| Centric Wealth Management |
59 |
- |
2024-03-31 |
37,733 |
$1,421,000 |
4,544 |
|
| Prosperity Wealth Management Inc. |
20 |
- |
2023-12-31 |
36,255 |
$1,368,000 |
4,825 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
156 |
- |
2024-03-31 |
27,743 |
$1,090,000 |
7,690 |
|
| Capital Investment Advisory Services LLC |
252 |
*New |
2024-03-31 |
16,630 |
$653,000 |
16,630 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3526 |
*New |
2023-12-31 |
15,574 |
$588,000 |
15,574 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
14,398 |
$566,000 |
498 |
|
| H D Vest Advisory Services |
940 |
- |
2023-12-31 |
14,596 |
$551,000 |
6,522 |
|
| Stratos Wealth Partners LTD. |
919 |
- |
2024-03-31 |
11,726 |
$461,000 |
-8,023 |
|
| JANE STREET GROUP LLC |
4302 |
- |
2023-12-31 |
9,172 |
$346,000 |
3,006 |
|
| Sepio Capital LLC |
264 |
*New |
2023-12-31 |
7,237 |
$264,000 |
7,237 |
|
| Belpointe Asset Management LLC |
606 |
*New |
2023-12-31 |
6,300 |
$238,000 |
6,300 |
|
| ADVISORY SERVICES NETWORK, LLC |
1185 |
*New |
2023-12-31 |
6,225 |
$235,000 |
6,225 |
|
| Patriot Financial Group Insurance Agency LLC |
|
*New |
2024-03-31 |
5,274 |
$207,000 |
5,274 |
|
| Retirement Group LLC |
|
- |
2024-03-31 |
1,735 |
$101,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,800 |
$71,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
1,660 |
$65,000 |
1,110 |
|
| Coastal Investment Advisors Inc. |
536 |
- |
2024-03-31 |
1,520 |
$60,000 |
1,520 |
|
| EverSource Wealth Advisors LLC |
857 |
*New |
2023-12-31 |
1,453 |
$55,000 |
1,453 |
|
| PRINCIPAL SECURITIES INC. |
1582 |
- |
2023-12-31 |
1,000 |
$38,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1878 |
- |
2023-12-31 |
523 |
$20,000 |
0 |
|
| NBC SECURITIES INC. |
1624 |
- |
2024-03-31 |
300 |
$11,000 |
0 |
|
| Farther Finance Advisors LLC |
1565 |
*New |
2023-12-31 |
288 |
$11,000 |
288 |
|
| MORGAN STANLEY |
6754 |
- |
2023-12-31 |
40 |
$2,000 |
0 |
|
| PRIVATE TRUST CO NA |
2175 |
*Closed |
2024-03-31 |
0 |
$0 |
-236 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
5962 |
- |
2023-12-31 |
1 |
$0 |
-1 |
|
| UBS Group AG |
7551 |
*Closed |
2023-12-31 |
0 |
$0 |
-322 |
|
| CITADEL ADVISORS LLC |
5824 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,886 |
|
|
37 Records found
|
1
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