|
Institutional
Holders
Total
Institutions:
|
240 35 |
|
Total
shares held :
|
60,725,593 |
|
% of shares
held :
|
67.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
113 |
|
Amount
of shares held :
|
10,123,144 |
|
% of shares
held change :
|
11.25% |
|
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 |
Mason & Associates Inc |
2 |
*New |
2024-03-31 |
641,763 |
$33,930,000 |
641,763 |
|
Octavia Wealth Advisors LLC |
8 |
*New |
2024-03-31 |
402,141 |
$21,261,000 |
402,141 |
|
West Wealth Group LLC |
6 |
*New |
2024-03-31 |
272,008 |
$14,381,000 |
272,008 |
|
Sanchez Wealth Management Group |
11 |
*New |
2024-03-31 |
250,298 |
$13,233,000 |
250,298 |
|
Beacon Harbor Wealth Advisors Inc. |
6 |
*New |
2024-03-31 |
194,565 |
$10,287,000 |
194,565 |
|
BARTLETT & CO. LLC |
102 |
*New |
2023-12-31 |
201,376 |
$9,664,000 |
201,376 |
|
Redhawk Wealth Advisors Inc. |
19 |
*New |
2023-12-31 |
129,151 |
$6,181,000 |
129,151 |
|
Three Bridge Wealth Advisors LLC |
13 |
*New |
2023-12-31 |
127,160 |
$6,087,000 |
127,160 |
|
DOrazio & Associates Inc. |
19 |
*New |
2024-03-31 |
107,704 |
$5,694,000 |
107,704 |
|
VALICENTI ADVISORY SERVICES INC |
21 |
*New |
2024-03-31 |
100,405 |
$5,308,000 |
100,405 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
20 |
*New |
2024-03-31 |
90,252 |
$4,772,000 |
90,252 |
|
Facet Wealth Inc. |
43 |
*New |
2024-03-31 |
75,162 |
$3,853,000 |
75,162 |
|
Merit Financial Group LLC |
179 |
*New |
2024-03-31 |
71,403 |
$3,623,000 |
71,403 |
|
Clarus Wealth Advisors |
18 |
*New |
2024-03-31 |
54,353 |
$2,808,000 |
54,353 |
|
Global Assets Advisory LLC |
162 |
*New |
2024-03-31 |
103,865 |
$1,972,000 |
103,865 |
|
JANE STREET GROUP LLC |
2691 |
*New |
2023-12-31 |
32,986 |
$1,579,000 |
32,986 |
|
CAP Partners LLC |
25 |
*New |
2024-03-31 |
23,591 |
$1,247,000 |
23,591 |
|
FIRST HEARTLAND CONSULTANTS INC |
147 |
*New |
2024-03-31 |
23,291 |
$1,231,000 |
23,291 |
|
Fulcrum Equity Management |
23 |
*New |
2024-03-31 |
22,647 |
$1,197,000 |
22,647 |
|
Blue Investment Partners LLC |
21 |
*New |
2023-12-31 |
18,126 |
$868,000 |
18,126 |
|
3Chopt Investment Partners LLC |
89 |
*New |
2023-12-31 |
15,784 |
$756,000 |
15,784 |
|
Retireful LLC |
84 |
*New |
2024-03-31 |
11,920 |
$630,000 |
11,920 |
|
NORDEN GROUP LLC |
205 |
*New |
2024-03-31 |
10,540 |
$557,000 |
10,540 |
|
WEIL COMPANY INC |
88 |
*New |
2024-03-31 |
9,833 |
$520,000 |
9,833 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
439 |
*New |
2024-03-31 |
8,417 |
$445,000 |
8,417 |
|
Atria Wealth Solutions Inc. |
1270 |
*New |
2023-12-31 |
9,186 |
$440,000 |
9,186 |
|
Heritage Wealth Advisors |
154 |
*New |
2024-03-31 |
7,926 |
$419,000 |
7,926 |
|
Patten Group Inc. |
197 |
*New |
2024-03-31 |
7,002 |
$370,000 |
7,002 |
|
WEDBUSH MORGAN SECURITIES INC |
775 |
*New |
2023-12-31 |
6,156 |
$295,000 |
6,156 |
|
REGIMEN WEALTH LLC |
52 |
*New |
2023-12-31 |
5,521 |
$264,000 |
5,521 |
|
Legacy Capital Group California Inc. |
262 |
*New |
2024-03-31 |
4,545 |
$240,000 |
4,545 |
|
Atlantic Trust Group LLC |
1080 |
*New |
2024-03-31 |
4,167 |
$219,000 |
4,167 |
|
AMERIPRISE FINANCIAL INC |
3633 |
*New |
2023-12-31 |
4,394 |
$210,000 |
4,394 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
500 |
*New |
2024-03-31 |
3,821 |
$202,000 |
3,821 |
|
EdgeRock Capital LLC |
64 |
*New |
2023-12-31 |
2,840 |
$142,000 |
2,840 |
|
Northwest Financial Advisors |
197 |
*New |
2024-03-31 |
1,704 |
$90,000 |
1,704 |
|
Colonial Trust Co / SC |
437 |
*New |
2023-12-31 |
1,594 |
$76,000 |
1,594 |
|
SRS Capital Advisors Inc. |
705 |
*New |
2023-12-31 |
288 |
$14,000 |
288 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
827 |
*New |
2024-03-31 |
222 |
$12,000 |
222 |
|
NATIONAL BANK OF CANADA /FI/ |
1969 |
*New |
2023-12-31 |
233 |
$11,000 |
233 |
|
Koesten Hirschmann & Crabtree INC. |
111 |
*New |
2023-12-31 |
220 |
$11,000 |
220 |
|
AdvisorNet Financial Inc |
1263 |
*New |
2024-03-31 |
189 |
$10,000 |
189 |
|
Archer Investment Corp |
754 |
*New |
2024-03-31 |
95 |
$5,000 |
95 |
|
|
43 Records found
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1
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