| |
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 |
|
| Fermata Advisors LLC |
23 |
*New |
2024-03-31 |
228,275 |
$5,120,000 |
228,275 |
|
| Advisory Resource Group |
38 |
- |
2023-12-31 |
133,038 |
$2,983,000 |
828 |
|
| PFG Advisors |
118 |
- |
2023-12-31 |
122,169 |
$2,739,000 |
802 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1839 |
- |
2024-03-31 |
62,337 |
$1,398,000 |
-2,987 |
|
| Atomi Financial Group Inc. |
112 |
- |
2023-12-31 |
58,600 |
$1,314,000 |
13,136 |
|
| 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 |
|
| Bleakley Financial Group LLC |
|
- |
2023-12-31 |
39,420 |
$884,000 |
489 |
|
| 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 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2388 |
*New |
2023-12-31 |
30,897 |
$693,000 |
30,897 |
|
| JANE STREET GROUP LLC |
3698 |
- |
2023-12-31 |
27,835 |
$624,000 |
-7,291 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1197 |
- |
2023-12-31 |
27,466 |
$616,000 |
-15,900 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
756 |
- |
2023-12-31 |
24,669 |
$553,000 |
4,680 |
|
| LPL FINANCIAL CORP |
3569 |
- |
2023-12-31 |
23,429 |
$525,000 |
9,271 |
|
| Kingsview Wealth Management LLC |
686 |
*New |
2023-12-31 |
17,752 |
$398,000 |
17,752 |
|
| 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 |
|
| AE Wealth Management LLC |
1799 |
- |
2023-12-31 |
10,797 |
$242,000 |
-1,065 |
|
| Advisor Group Holdings Inc. |
4008 |
- |
2023-12-31 |
7,812 |
$175,000 |
7,465 |
|
| Goss Wealth Management LLC |
2132 |
- |
2023-12-31 |
2,773 |
$62,000 |
2,277 |
|
| Beacon Capital Management LLC |
240 |
- |
2023-12-31 |
2,040 |
$44,000 |
-7 |
|
| MORGAN STANLEY |
6487 |
- |
2023-12-31 |
359 |
$8,000 |
1 |
|
| Semmax Financial Advisors Inc. |
309 |
- |
2023-12-31 |
68 |
$2,000 |
0 |
|
| New Millennium Group LLC |
342 |
- |
2023-12-31 |
87 |
$2,000 |
-2 |
|
| UBS Group AG |
6818 |
- |
2023-12-31 |
41 |
$1,000 |
-1,120 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1615 |
- |
2023-12-31 |
62 |
$1,000 |
0 |
|
| CWM LLC |
4117 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
| Raleigh Capital Management Inc. |
938 |
- |
2023-12-31 |
37 |
$1,000 |
1 |
|
| WELLS FARGO & CO/MN |
5924 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
| ENVESTNET ASSET MANAGEMENT INC |
4033 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,151 |
|
| Evolution Advisers Inc. |
221 |
*New |
2023-12-31 |
17 |
$0 |
17 |
|
| FMR LLC |
4980 |
*Closed |
2023-12-31 |
0 |
$0 |
-5 |
|
| PROEQUITIES INC. |
6733 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| J P MORGAN CHASE & CO |
6494 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,338 |
|
|
37 Records found
|
1
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