|
Institutional
Holders
Total
Institutions:
|
41 7 |
|
Total
shares held :
|
2,926,501 |
|
% of shares
held :
|
32.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
248,981 |
|
% of shares
held change :
|
2.77% |
|
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 |
LPL FINANCIAL CORP |
779 |
- |
2024-03-31 |
606,915 |
$28,804,000 |
-18,800 |
|
Aveo Capital Partners LLC |
5 |
- |
2024-03-31 |
491,222 |
$22,547,000 |
12,725 |
|
Advisor Group Holdings Inc. |
466 |
- |
2024-03-31 |
357,733 |
$16,979,000 |
108,913 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
722 |
- |
2024-03-31 |
247,532 |
$11,748,000 |
135,243 |
|
Merit Financial Group LLC |
62 |
- |
2024-03-31 |
249,961 |
$11,473,000 |
-258,267 |
|
Intelligence Driven Advisers LLC |
14 |
*New |
2024-03-31 |
237,031 |
$11,249,000 |
237,031 |
|
Kingsview Wealth Management LLC |
163 |
- |
2024-03-31 |
112,818 |
$5,354,000 |
-2,168 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
16 |
*New |
2024-03-31 |
110,470 |
$5,243,000 |
110,470 |
|
McIlrath & Eck LLC |
22 |
- |
2024-03-31 |
110,014 |
$5,221,000 |
9,391 |
|
Signal Advisors Wealth LLC |
24 |
- |
2024-03-31 |
86,985 |
$4,128,000 |
-6,150 |
|
Foguth Wealth Management LLC. |
14 |
- |
2024-03-31 |
86,886 |
$4,124,000 |
0 |
|
Eaton Financial Holdings Company LLC |
13 |
*New |
2024-03-31 |
85,701 |
$4,067,000 |
85,701 |
|
PFG Advisors |
87 |
- |
2024-03-31 |
82,031 |
$3,893,000 |
-236 |
|
IFG Advisory LLC |
112 |
*New |
2024-03-31 |
76,787 |
$3,644,000 |
76,787 |
|
Geneos Wealth Management Inc. |
162 |
- |
2024-03-31 |
72,214 |
$3,427,000 |
-4,561 |
|
Prosperity Wealth Management Inc. |
10 |
- |
2023-12-31 |
73,250 |
$3,172,000 |
-6,968 |
|
Truadvice LLC |
20 |
- |
2023-09-30 |
77,806 |
$3,121,000 |
11,858 |
|
Kestra Advisory Services LLC |
655 |
- |
2023-12-31 |
64,713 |
$2,802,000 |
32,005 |
|
ENVESTNET ASSET MANAGEMENT INC |
2453 |
- |
2023-12-31 |
46,906 |
$2,031,000 |
41,434 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1312 |
- |
2024-03-31 |
39,174 |
$1,859,000 |
7,715 |
|
MML INVESTORS SERVICES LLC |
1041 |
- |
2023-12-31 |
42,498 |
$1,840,000 |
36,824 |
|
RVW Wealth LLC |
55 |
- |
2024-03-31 |
28,786 |
$1,366,000 |
-2,784 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2034 |
- |
2024-03-31 |
28,116 |
$1,334,000 |
404 |
|
CoreCap Advisors LLC |
219 |
- |
2023-12-31 |
29,571 |
$1,280,000 |
5,209 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2265 |
- |
2024-03-31 |
26,483 |
$1,257,000 |
26,483 |
|
Stratos Wealth Partners LTD. |
691 |
- |
2024-03-31 |
17,690 |
$840,000 |
-7,232 |
|
BANK OF AMERICA CORP /DE/ |
4223 |
- |
2023-12-31 |
16,974 |
$735,000 |
16,245 |
|
GOLDMAN SACHS GROUP INC/ |
3721 |
- |
2023-12-31 |
14,603 |
$632,000 |
0 |
|
Equitable Holdings Inc. |
838 |
- |
2023-12-31 |
9,339 |
$404,000 |
-1,847 |
|
Intrua Financial LLC |
213 |
- |
2023-03-31 |
10,102 |
$386,000 |
534 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1736 |
- |
2024-03-31 |
8,055 |
$382,000 |
-497 |
|
Fermata Advisors LLC |
139 |
- |
2024-03-31 |
7,697 |
$365,000 |
-14,490 |
|
Cetera Investment Advisers |
1750 |
*New |
2023-12-31 |
7,244 |
$314,000 |
7,244 |
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
93 |
*New |
2024-03-31 |
5,977 |
$284,000 |
5,977 |
|
H D Vest Advisory Services |
1386 |
*New |
2024-03-31 |
5,415 |
$257,000 |
5,415 |
|
WMG Financial Advisors LLC |
114 |
- |
2024-03-31 |
5,260 |
$250,000 |
0 |
|
Global Retirement Partners LLC |
761 |
- |
2024-03-31 |
4,550 |
$216,000 |
352 |
|
Dynamic Advisors Solutions LLC |
842 |
- |
2024-03-31 |
4,534 |
$215,000 |
-381 |
|
Lifeworks Advisors LLC |
221 |
*New |
2024-03-31 |
4,281 |
$203,000 |
4,281 |
|
Advisors Preferred LLC |
121 |
- |
2024-03-31 |
4,071 |
$193,000 |
4,071 |
|
HARBOUR INVESTMENTS INC. |
1115 |
- |
2023-12-31 |
2,424 |
$105,000 |
2,145 |
|
CENTAURUS FINANCIAL INC. |
750 |
- |
2023-12-31 |
2,380 |
$103,000 |
2,380 |
|
PRINCIPAL SECURITIES INC. |
1530 |
- |
2024-03-31 |
1,092 |
$52,000 |
108 |
|
UBS Group AG |
5242 |
- |
2023-12-31 |
1,202 |
$52,000 |
1,202 |
|
Anchor Investment Management LLC |
549 |
- |
2023-12-31 |
940 |
$41,000 |
0 |
|
J P MORGAN CHASE & CO |
4851 |
- |
2024-03-31 |
603 |
$29,000 |
-297 |
|
AdvisorNet Financial Inc |
1138 |
- |
2024-03-31 |
335 |
$16,000 |
0 |
|
MORGAN STANLEY |
6311 |
- |
2023-12-31 |
323 |
$14,000 |
323 |
|
PRIVATE TRUST CO NA |
1870 |
- |
2024-03-31 |
123 |
$6,000 |
-28 |
|
FMR LLC |
4263 |
- |
2023-12-31 |
121 |
$5,000 |
0 |
|
JAMISON PRIVATE WEALTH MANAGEMENT INC. |
401 |
*New |
2024-03-31 |
47 |
$2,000 |
47 |
|
CITIGROUP INC |
4535 |
*Closed |
2024-03-31 |
0 |
$0 |
-120 |
|
PFS INVESTMENTS INC. |
536 |
*Closed |
2023-06-30 |
0 |
$0 |
-5,834 |
|
TOWER RESEARCH CAPITAL LLC |
6019 |
*Closed |
2023-12-31 |
0 |
$0 |
-5 |
|
ROYAL BANK OF CANADA |
6672 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,545 |
|
RAYMOND JAMES & ASSOCIATES |
3908 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,048 |
|
AXXCESS WEALTH MANAGEMENT LLC |
885 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,807 |
|
CITADEL ADVISORS LLC |
6070 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,536 |
|
AE Wealth Management LLC |
2197 |
*Closed |
2023-12-31 |
0 |
$0 |
-55,105 |
|
PROEQUITIES INC. |
8839 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6789 |
- |
2024-03-31 |
0 |
$0 |
-745 |
|
Beacon Capital Management LLC |
1025 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,324 |
|
|
62 Records found
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1
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