| |
Institutional
Holders
Total
Institutions:
 |
28  0 |
|
|
Total
shares held :
|
1,743,063 |
|
|
% of shares
held :
|
1.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
-395,085 |
|
|
% of shares
held change :
|
 -0.44% |
|
| 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 |
  RETIREMENT PLANNING GROUP |
15 |
- |
2024-03-31 |
731,168 |
$16,400,000 |
20,023 |
|
| RAYMOND JAMES & ASSOCIATES |
1251 |
- |
2024-03-31 |
381,484 |
$8,557,000 |
23,424 |
|
| Atomi Financial Group Inc. |
23 |
- |
2024-03-31 |
360,526 |
$8,087,000 |
301,926 |
|
| Advisor Group Holdings Inc. |
958 |
- |
2024-03-31 |
249,326 |
$5,592,000 |
241,514 |
|
| Fermata Advisors LLC |
23 |
*New |
2024-03-31 |
228,275 |
$5,120,000 |
228,275 |
|
| LPL FINANCIAL CORP |
1840 |
- |
2024-03-31 |
205,355 |
$4,606,000 |
181,926 |
|
| Advisory Resource Group |
40 |
- |
2024-03-31 |
138,927 |
$3,116,000 |
5,889 |
|
| PFG Advisors |
125 |
- |
2024-03-31 |
125,817 |
$2,822,000 |
3,648 |
|
| DAVIDSON D A & CO |
513 |
*New |
2024-03-31 |
93,410 |
$2,095,000 |
93,410 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1807 |
- |
2024-03-31 |
84,544 |
$1,896,000 |
53,647 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1839 |
- |
2024-03-31 |
62,337 |
$1,398,000 |
-2,987 |
|
| JANE STREET GROUP LLC |
2733 |
- |
2024-03-31 |
59,071 |
$1,325,000 |
31,236 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1555 |
- |
2024-03-31 |
57,406 |
$1,288,000 |
7,419 |
|
| Andesa Financial Management Inc. |
59 |
- |
2022-12-31 |
43,645 |
$953,000 |
-13,829 |
|
| Sawtooth Asset Management Inc. |
477 |
- |
2023-12-31 |
39,420 |
$884,000 |
489 |
|
| Simplicity WealthLLC |
569 |
*New |
2024-03-31 |
37,183 |
$834,000 |
37,183 |
|
| Bleakley Financial Group LLC |
474 |
- |
2024-03-31 |
37,183 |
$834,000 |
-2,237 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3311 |
- |
2024-03-31 |
26,084 |
$585,000 |
26,084 |
|
| Aptus Capital Advisors LLC |
467 |
*New |
2024-03-31 |
25,944 |
$582,000 |
25,944 |
|
| FLOW TRADERS U.S. LLC |
425 |
*New |
2024-03-31 |
24,061 |
$540,000 |
24,061 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1302 |
- |
2024-03-31 |
21,246 |
$477,000 |
-6,220 |
|
| STIFEL FINANCIAL CORP |
2668 |
*New |
2024-03-31 |
20,003 |
$449,000 |
20,003 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
865 |
- |
2024-03-31 |
19,989 |
$431,000 |
-4,680 |
|
| Rockport Wealth LLC |
51 |
- |
2024-03-31 |
12,605 |
$283,000 |
0 |
|
| HF Advisory Group LLC |
138 |
- |
2024-03-31 |
12,525 |
$281,000 |
-1,899 |
|
| Elwood & Goetz Wealth Advisory Group LLC |
72 |
*New |
2024-03-31 |
12,100 |
$271,000 |
12,100 |
|
| Atria Wealth Solutions Inc. |
1787 |
*New |
2024-03-31 |
9,212 |
$207,000 |
9,212 |
|
| Goss Wealth Management LLC |
2223 |
- |
2024-03-31 |
2,782 |
$62,000 |
9 |
|
| Beacon Capital Management LLC |
307 |
- |
2024-03-31 |
2,040 |
$46,000 |
0 |
|
| MORGAN STANLEY |
6513 |
- |
2024-03-31 |
358 |
$8,000 |
-1 |
|
| UBS Group AG |
6600 |
- |
2024-03-31 |
101 |
$2,000 |
60 |
|
| Semmax Financial Advisors Inc. |
298 |
- |
2024-03-31 |
68 |
$2,000 |
0 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1621 |
- |
2024-03-31 |
62 |
$1,000 |
0 |
|
| CWM LLC |
4117 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
| Evolution Advisers Inc. |
181 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
| Raleigh Capital Management Inc. |
804 |
- |
2024-03-31 |
37 |
$1,000 |
0 |
|
| Kingsview Wealth Management LLC |
1012 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,752 |
|
| AE Wealth Management LLC |
1460 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,797 |
|
| PROEQUITIES INC. |
7397 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| New Millennium Group LLC |
431 |
*Closed |
2024-03-31 |
0 |
$0 |
-87 |
|
| WELLS FARGO & CO/MN |
6982 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
41 Records found
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1
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