|
Institutional
Holders
Total
Institutions:
|
273 6 |
|
Total
shares held :
|
4,951,630 |
|
% of shares
held :
|
8.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
-403,248 |
|
% of shares
held change :
|
-0.7% |
|
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 |
TOWNSQUARE CAPITAL LLC |
275 |
*New |
2023-12-31 |
33,907 |
$3,878,000 |
33,907 |
|
Connectus Wealth LLC |
219 |
*New |
2023-12-31 |
23,607 |
$2,704,000 |
23,607 |
|
Waterloo Capital L.P. |
55 |
*New |
2023-12-31 |
23,063 |
$2,638,000 |
23,063 |
|
Perigon Wealth Management LLC |
230 |
*New |
2023-12-31 |
16,356 |
$1,870,000 |
16,356 |
|
Csenge Advisory Group |
223 |
*New |
2023-12-31 |
9,269 |
$1,060,000 |
9,269 |
|
MUIRFIELD WEALTH ADVISORS LLC |
29 |
*New |
2024-03-31 |
7,430 |
$934,000 |
7,430 |
|
Financial Services Advisory Inc |
45 |
*New |
2023-12-31 |
7,429 |
$850,000 |
7,429 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1932 |
*New |
2023-12-31 |
6,718 |
$768,000 |
6,718 |
|
COLONY GROUP, LLC |
512 |
*New |
2023-12-31 |
6,289 |
$719,000 |
6,289 |
|
Wealthstar Advisors LLC |
84 |
*New |
2024-03-31 |
3,536 |
$445,000 |
3,536 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
880 |
*New |
2023-12-31 |
2,650 |
$303,000 |
2,650 |
|
GSA CAPITAL PARTNERS LLP |
1151 |
*New |
2023-12-31 |
2,446 |
$280,000 |
2,446 |
|
WESPAC ADVISORS, LLC |
148 |
*New |
2024-03-31 |
2,124 |
$267,000 |
2,124 |
|
Stratos Wealth Advisors LLC |
594 |
*New |
2024-03-31 |
1,879 |
$236,000 |
1,879 |
|
Atlantic Trust Group LLC |
1019 |
*New |
2023-12-31 |
2,009 |
$230,000 |
2,009 |
|
Well Done LLC |
172 |
*New |
2024-03-31 |
1,828 |
$230,000 |
1,828 |
|
Apeiron RIA LLC |
199 |
*New |
2024-03-31 |
1,756 |
$221,000 |
1,756 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
1,910 |
$218,000 |
1,910 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
1,891 |
$216,000 |
1,891 |
|
Fiduciary Alliance LLC |
181 |
*New |
2024-03-31 |
1,731 |
$216,000 |
1,731 |
|
Resources Investment Advisors Inc. |
1032 |
*New |
2023-12-31 |
1,880 |
$215,000 |
1,880 |
|
ATLAS BROWNINC |
193 |
*New |
2024-03-31 |
1,677 |
$211,000 |
1,677 |
|
BIONDO INVESTMENT ADVISORS LLC |
79 |
*New |
2023-12-31 |
1,840 |
$210,000 |
1,840 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1242 |
*New |
2023-12-31 |
1,809 |
$207,000 |
1,809 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1086 |
*New |
2023-12-31 |
1,802 |
$206,000 |
1,802 |
|
DORCHESTER WEALTH MANAGEMENT Co |
|
*New |
2023-12-31 |
1,800 |
$206,000 |
1,800 |
|
HFG Advisors Inc. |
101 |
*New |
2024-03-31 |
1,612 |
$203,000 |
1,612 |
|
PROVISE MANAGEMENT GROUP LLC |
327 |
*New |
2023-12-31 |
1,760 |
$201,000 |
1,760 |
|
SIMPLEX TRADING LLC |
1130 |
*New |
2024-03-31 |
994 |
$124,000 |
994 |
|
Advisors Preferred LLC |
|
*New |
2023-12-31 |
993 |
$113,000 |
993 |
|
Coastal Investment Advisors Inc. |
533 |
*New |
2024-03-31 |
500 |
$63,000 |
500 |
|
Pacifica Partners Inc. |
287 |
*New |
2024-03-31 |
181 |
$22,000 |
181 |
|
MATHER GROUP, INC. |
1168 |
*New |
2024-03-31 |
96 |
$11,000 |
96 |
|
JONES FINANCIAL COMPANIES LLLP |
698 |
*New |
2023-12-31 |
75 |
$9,000 |
75 |
|
Bank Julius Baer & Co. Ltd Zurich |
500 |
*New |
2023-12-31 |
66 |
$7,000 |
66 |
|
Dunhill Financial LLC |
273 |
*New |
2023-12-31 |
55 |
$6,000 |
55 |
|
GRADIENT INVESTMENTS LLC |
1569 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
37 Records found
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1
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