|
Institutional
Holders
Total
Institutions:
|
25 2 |
|
Total
shares held :
|
7,972,604 |
|
% of shares
held :
|
4.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-542,512 |
|
% of shares
held change :
|
-0.32% |
|
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 |
American Family Insurance Mutual Holding Co |
2 |
- |
2023-12-31 |
3,544,000 |
$163,414,000 |
-525,000 |
|
Financial Gravity Wealth Inc. |
55 |
- |
2023-12-31 |
3,604,534 |
$68,815,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
1239 |
- |
2023-12-31 |
303,254 |
$13,983,000 |
-4,984 |
|
Cetera Investment Advisers |
192 |
- |
2023-12-31 |
247,566 |
$11,415,000 |
-14,659 |
|
JANE STREET GROUP LLC |
1909 |
- |
2023-12-31 |
69,978 |
$3,227,000 |
27,191 |
|
Columbus Macro LLC |
16 |
- |
2024-03-31 |
69,537 |
$3,209,000 |
570 |
|
CWM LLC |
555 |
- |
2024-03-31 |
55,382 |
$2,556,000 |
14,568 |
|
FINANCIAL NETWORK |
1094 |
- |
2023-12-31 |
33,927 |
$1,564,000 |
4,661 |
|
MULTIFINANCIAL SECURITIES CORP |
1117 |
- |
2023-12-31 |
10,959 |
$505,000 |
1,912 |
|
HANSON MCCLAIN, INC. |
606 |
- |
2024-03-31 |
8,525 |
$393,000 |
0 |
|
J P MORGAN CHASE & CO |
3845 |
- |
2023-12-31 |
7,820 |
$361,000 |
6,193 |
|
Mutual Advisors LLC |
|
*New |
2024-03-31 |
7,664 |
$354,000 |
7,664 |
|
VALMARK ADVISERS INC |
399 |
- |
2023-12-31 |
7,208 |
$332,000 |
0 |
|
LPL FINANCIAL CORP |
3996 |
- |
2023-12-31 |
6,707 |
$309,000 |
-10,915 |
|
Advisor Group Holdings Inc. |
3681 |
- |
2023-12-31 |
5,655 |
$261,000 |
-6,843 |
|
ROYAL BANK OF CANADA |
4600 |
- |
2023-12-31 |
3,644 |
$168,000 |
2,644 |
|
BANK OF AMERICA CORP /DE/ |
5164 |
- |
2023-12-31 |
2,980 |
$137,000 |
-169 |
|
UBS Group AG |
5295 |
- |
2023-12-31 |
1,026 |
$47,000 |
-76 |
|
FTB Advisors Inc. |
996 |
- |
2024-03-31 |
1,003 |
$46,000 |
323 |
|
Capital Analysts Inc. |
730 |
- |
2023-12-31 |
669 |
$31,000 |
-696 |
|
Goss Wealth Management LLC |
2882 |
- |
2023-12-31 |
206 |
$9,000 |
0 |
|
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC |
111 |
*New |
2023-12-31 |
115 |
$5,000 |
115 |
|
FLOW TRADERS U.S. LLC |
920 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,377 |
|
MORGAN STANLEY |
7532 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
EXCHANGE TRADED CONCEPTS LLC |
1397 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,367 |
|
OLD MISSION CAPITAL LLC |
1163 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,203 |
|
FMR LLC |
5587 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
|
28 Records found
|
1
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