| |
Institutional
Holders
Total
Institutions:
 |
32  0 |
|
|
Total
shares held :
|
1,573,790 |
|
|
% of shares
held :
|
17.49% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
|
Amount
of shares held :
|
494,614 |
|
|
% of shares
held change :
|
5.5% |
|
| 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 |
1035 |
- |
2024-03-31 |
590,956 |
$16,251,000 |
30,098 |
|
| Ausdal Financial Partners Inc. |
28 |
- |
2024-03-31 |
198,813 |
$5,467,000 |
259 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
771 |
- |
2024-03-31 |
173,738 |
$4,778,000 |
49,760 |
|
| Advisor Group Holdings Inc. |
1390 |
- |
2024-03-31 |
109,869 |
$3,021,000 |
-5,717 |
|
| HARBOUR INVESTMENTS INC. |
206 |
- |
2023-12-31 |
92,089 |
$2,209,000 |
1,156 |
|
| INTL FCSTONE INC. |
98 |
- |
2024-03-31 |
72,563 |
$1,995,000 |
0 |
|
| Western Wealth Management LLC |
151 |
- |
2024-03-31 |
62,225 |
$1,711,000 |
9,965 |
|
| TOTAL INVESTMENT MANAGEMENT INC |
21 |
- |
2024-03-31 |
59,620 |
$1,640,000 |
118 |
|
| GOLDMAN SACHS GROUP INC/ |
3518 |
- |
2023-12-31 |
41,717 |
$1,001,000 |
25,930 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
571 |
- |
2024-03-31 |
34,122 |
$938,000 |
5,670 |
|
| Arkadios Wealth Advisors |
253 |
- |
2024-03-31 |
33,621 |
$925,000 |
-664 |
|
| H D Vest Advisory Services |
917 |
- |
2024-03-31 |
23,877 |
$657,000 |
-4,604 |
|
| INSIGNEO ADVISORY SERVICES LLC |
222 |
- |
2023-12-31 |
23,283 |
$558,000 |
-512 |
|
| Private Advisor Group LLC |
1536 |
- |
2024-03-31 |
17,596 |
$484,000 |
-479 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3528 |
- |
2023-12-31 |
14,047 |
$337,000 |
569 |
|
| MULTIFINANCIAL SECURITIES CORP |
1365 |
- |
2023-12-31 |
13,644 |
$327,000 |
318 |
|
| TOWER RESEARCH CAPITAL LLC |
1849 |
- |
2023-12-31 |
11,280 |
$271,000 |
-31,684 |
|
| Centric Wealth Management |
127 |
- |
2024-03-31 |
10,113 |
$262,000 |
908 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3384 |
- |
2024-03-31 |
9,230 |
$254,000 |
642 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1587 |
- |
2023-09-30 |
11,240 |
$229,000 |
-535 |
|
| Gateway Wealth Partners LLC |
193 |
*New |
2023-12-31 |
9,567 |
$229,000 |
9,567 |
|
| TWO SIGMA INVESTMENTS LLC |
2659 |
*New |
2023-12-31 |
9,300 |
$223,000 |
9,300 |
|
| CWM LLC |
1533 |
*New |
2024-03-31 |
6,822 |
$188,000 |
6,822 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
165 |
- |
2023-12-31 |
6,300 |
$151,000 |
0 |
|
| PRIVATE TRUST CO NA |
835 |
- |
2024-03-31 |
3,955 |
$109,000 |
-1,394 |
|
| Carmichael Hill & Associates Inc. |
290 |
*New |
2024-03-31 |
2,000 |
$55,000 |
2,000 |
|
| ROYAL BANK OF CANADA |
5349 |
- |
2023-12-31 |
1,864 |
$45,000 |
-28,155 |
|
| ICA Group Wealth Management LLC |
632 |
- |
2023-12-31 |
1,200 |
$29,000 |
1,200 |
|
| Global Retirement Partners LLC |
1872 |
- |
2024-03-31 |
570 |
$16,000 |
0 |
|
| Caitlin John LLC |
472 |
- |
2023-12-31 |
313 |
$8,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2876 |
- |
2023-12-31 |
247 |
$6,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
1072 |
*New |
2024-03-31 |
31 |
$1,000 |
31 |
|
| Sound Income Strategies LLC |
1259 |
*Closed |
2024-03-31 |
0 |
$0 |
-671 |
|
| PROEQUITIES INC. |
2864 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Key Client Fiduciary Advisors LLC |
188 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,955 |
|
| LexAurum Advisors LLC |
312 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,200 |
|
| BANK OF AMERICA CORP /DE/ |
6644 |
*Closed |
2023-12-31 |
0 |
$0 |
-103 |
|
| Larson Financial Group LLC |
1793 |
- |
2024-03-31 |
7 |
$0 |
0 |
|
| UBS Group AG |
8189 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,105 |
|
| CITADEL ADVISORS LLC |
6267 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,846 |
|
|
40 Records found
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1
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