| |
Institutional
Holders
Total
Institutions:
 |
32  4 |
|
|
Total
shares held :
|
1,521,217 |
|
|
% of shares
held :
|
16.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
271,168 |
|
|
% of shares
held change :
|
3.01% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
475 |
- |
2024-03-31 |
236,075 |
$9,927,000 |
-481,440 |
|
| LPL FINANCIAL CORP |
1473 |
- |
2023-12-31 |
187,519 |
$6,907,000 |
15,449 |
|
| Synergy Financial Management LLC |
36 |
- |
2024-03-31 |
104,458 |
$4,392,000 |
104,458 |
|
| CITADEL ADVISORS LLC |
1955 |
- |
2023-12-31 |
83,909 |
$3,091,000 |
83,909 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
63,903 |
$2,687,000 |
-2,684 |
|
| FinDec Wealth Services Inc. |
23 |
- |
2023-12-31 |
64,317 |
$2,369,000 |
755 |
|
| OLD MISSION CAPITAL LLC |
238 |
*New |
2023-12-31 |
63,010 |
$2,321,000 |
63,010 |
|
| Professional Financial Advisors LLC |
24 |
- |
2024-03-31 |
55,055 |
$2,315,000 |
7,995 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1569 |
- |
2024-03-31 |
53,397 |
$2,245,000 |
32,569 |
|
| Redhawk Wealth Advisors Inc. |
57 |
*New |
2023-12-31 |
56,726 |
$2,089,000 |
56,726 |
|
| Brookstone Capital Management |
412 |
*New |
2024-03-31 |
33,576 |
$1,412,000 |
33,576 |
|
| ATLAS CAPITAL ADVISORS LLC |
103 |
- |
2024-03-31 |
27,006 |
$1,136,000 |
0 |
|
| STIFEL FINANCIAL CORP |
2102 |
- |
2023-12-31 |
28,730 |
$1,058,000 |
-441 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2975 |
- |
2023-12-31 |
24,990 |
$920,000 |
13,926 |
|
| JANE STREET GROUP LLC |
3352 |
- |
2023-12-31 |
23,326 |
$859,000 |
-4,636 |
|
| ORG Partners LLC |
122 |
*New |
2023-12-31 |
21,186 |
$780,000 |
21,186 |
|
| Integrated Wealth Concepts LLC |
867 |
- |
2023-12-31 |
18,555 |
$683,000 |
349 |
|
| Southland Equity Partners LLC |
88 |
- |
2024-03-31 |
13,279 |
$558,000 |
819 |
|
| MML INVESTORS SERVICES LLC |
1702 |
*New |
2023-12-31 |
14,753 |
$543,000 |
14,753 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
300 |
*New |
2024-03-31 |
8,637 |
$363,000 |
8,637 |
|
| Sigma Planning Corp |
|
*New |
2024-03-31 |
7,762 |
$326,000 |
7,762 |
|
| Betterment LLC |
264 |
- |
2023-12-31 |
8,788 |
$324,000 |
75 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4364 |
- |
2023-12-31 |
8,496 |
$313,000 |
226 |
|
| Western Wealth Management LLC |
507 |
- |
2024-03-31 |
7,062 |
$297,000 |
-53 |
|
| MERIDIAN MANAGEMENT CO |
87 |
- |
2024-03-31 |
5,738 |
$241,000 |
2 |
|
| HARBOUR INVESTMENTS INC. |
898 |
- |
2023-12-31 |
4,895 |
$180,000 |
15 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
2,481 |
$104,000 |
0 |
|
| PRIVATE TRUST CO NA |
913 |
- |
2024-03-31 |
2,087 |
$88,000 |
-286 |
|
| Tidemark LLC |
179 |
- |
2023-12-31 |
2,226 |
$82,000 |
0 |
|
| UBS Group AG |
5867 |
*New |
2023-12-31 |
467 |
$17,000 |
467 |
|
| BANK OF MONTREAL /CAN/ |
3274 |
- |
2023-12-31 |
90 |
$3,000 |
0 |
|
| Aptus Capital Advisors LLC |
854 |
- |
2023-12-31 |
44 |
$2,000 |
0 |
|
| Advisor Group Holdings Inc. |
6475 |
- |
2023-12-31 |
28 |
$1,000 |
-28 |
|
| Newbridge Financial Services Group Inc. |
1067 |
*New |
2024-03-31 |
19 |
$1,000 |
19 |
|
| WELLS FARGO & CO/MN |
6506 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
| CLS INVESTMENT FIRM LLC |
1365 |
*Closed |
2022-12-31 |
0 |
$0 |
-7,419 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| MORGAN STANLEY |
7646 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| FMR LLC |
5548 |
*Closed |
2023-12-31 |
0 |
$0 |
-6 |
|
|
39 Records found
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1
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