| |
Institutional
Holders
Total
Institutions:
 |
41  11 |
|
|
Total
shares held :
|
8,731,162 |
|
|
% of shares
held :
|
84.52% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
377,060 |
|
|
% of shares
held change :
|
3.65% |
|
| 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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|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Sugarloaf Wealth Management LLC |
3 |
- |
2024-03-31 |
1,574,394 |
$36,809,000 |
107,498 |
|
| Integrated Wealth Concepts LLC |
35 |
- |
2023-12-31 |
1,196,795 |
$28,322,000 |
646,517 |
|
| Bienville Capital Management LLC |
2 |
- |
2023-12-31 |
1,179,838 |
$27,920,000 |
-984,562 |
|
| FIRST HEARTLAND CONSULTANTS INC |
12 |
- |
2023-12-31 |
593,131 |
$14,036,000 |
7,121 |
|
| INTREPID CAPITAL MANAGEMENT INC |
1 |
*New |
2023-12-31 |
505,134 |
$11,954,000 |
505,134 |
|
| JT Stratford LLC |
5 |
- |
2023-12-31 |
478,366 |
$11,320,000 |
55,931 |
|
| ORG Partners LLC |
11 |
*New |
2023-12-31 |
436,875 |
$10,338,000 |
436,875 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1437 |
- |
2023-12-31 |
428,890 |
$10,150,000 |
406,168 |
|
| Waterloo Capital L.P. |
20 |
- |
2023-12-31 |
374,126 |
$8,854,000 |
-14,350 |
|
| ADVISORY SERVICES NETWORK, LLC |
119 |
- |
2023-12-31 |
302,737 |
$7,164,000 |
-40,125 |
|
| Sunburst Financial Group LLC |
15 |
*New |
2024-03-31 |
288,020 |
$6,743,000 |
288,020 |
|
| Precision Wealth Strategies LLC |
5 |
- |
2023-12-31 |
221,171 |
$5,234,000 |
78,898 |
|
| TrueWealth Advisors LLC |
14 |
- |
2024-03-31 |
154,668 |
$3,616,000 |
-134,151 |
|
| SILVER OAK SECURITIES Inc |
48 |
- |
2023-12-31 |
148,747 |
$3,520,000 |
33,690 |
|
| Spotlight Asset Group Inc. |
12 |
- |
2023-12-31 |
121,106 |
$2,933,000 |
0 |
|
| One + One Wealth Management LLC |
21 |
- |
2024-03-31 |
113,441 |
$2,652,000 |
14,900 |
|
| ATRIA INVESTMENTS LLC |
494 |
*New |
2023-12-31 |
111,359 |
$2,635,000 |
111,359 |
|
| Signal Advisors Wealth LLC |
50 |
- |
2024-03-31 |
94,720 |
$2,215,000 |
17,746 |
|
| Stratos Wealth Advisors LLC |
182 |
- |
2024-03-31 |
94,659 |
$2,213,000 |
-11,275 |
|
| Park Place Capital Corp |
36 |
*New |
2024-03-31 |
81,236 |
$1,899,000 |
81,236 |
|
| LPL FINANCIAL CORP |
2435 |
- |
2023-12-31 |
79,352 |
$1,878,000 |
40,584 |
|
| MBE Wealth Management LLC |
16 |
- |
2024-03-31 |
61,215 |
$1,431,000 |
12,073 |
|
| United Advisor Group LLC |
13 |
- |
2023-12-31 |
59,601 |
$1,414,000 |
0 |
|
| MARIPAU WEALTH MANAGEMENT LLC |
19 |
*New |
2023-12-31 |
59,270 |
$1,403,000 |
59,270 |
|
| Golden State Equity Partners |
76 |
- |
2023-12-31 |
56,253 |
$1,331,000 |
-18,135 |
|
| MARINER WEALTH ADVISORS, LLC |
1350 |
*New |
2023-12-31 |
47,906 |
$1,134,000 |
47,906 |
|
| JANE STREET GROUP LLC |
3084 |
- |
2023-12-31 |
46,462 |
$1,100,000 |
28,899 |
|
| Cyndeo Wealth Partners LLC |
211 |
- |
2024-03-31 |
36,870 |
$862,000 |
17,240 |
|
| FLOW TRADERS U.S. LLC |
389 |
*New |
2023-12-31 |
33,400 |
$790,000 |
33,400 |
|
| Advisor Resource Council |
83 |
- |
2024-03-31 |
30,844 |
$730,000 |
-3,986 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3684 |
*New |
2023-12-31 |
22,423 |
$531,000 |
22,423 |
|
| Atomi Financial Group Inc. |
295 |
- |
2023-12-31 |
19,371 |
$458,000 |
-367 |
|
| OLD MISSION CAPITAL LLC |
661 |
- |
2023-12-31 |
17,577 |
$416,000 |
1,340 |
|
| Coppell Advisory Solutions LLC |
211 |
*New |
2023-12-31 |
12,385 |
$293,000 |
12,385 |
|
| IFP Advisors Inc |
811 |
*New |
2023-12-31 |
11,255 |
$266,000 |
11,255 |
|
| Virtue Capital Management LLC |
299 |
- |
2023-12-31 |
10,132 |
$240,000 |
-15,029 |
|
| Farther Finance Advisors LLC |
951 |
*New |
2023-12-31 |
2,706 |
$64,000 |
2,706 |
|
| Advisor Group Holdings Inc. |
5491 |
- |
2023-12-31 |
735 |
$17,000 |
500 |
|
| Global Retirement Partners LLC |
2206 |
- |
2024-03-31 |
347 |
$8,000 |
-3,709 |
|
| SIMPLEX TRADING LLC |
2314 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
| Fiduciary Planning LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-851,648 |
|
| PROEQUITIES INC. |
6727 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| J P MORGAN CHASE & CO |
6124 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,370 |
|
| MORGAN STANLEY |
7485 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3370 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,136 |
|
|
45 Records found
|
1
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