| |
Institutional
Holders
Total
Institutions:
 |
38  9 |
|
|
Total
shares held :
|
2,700,952 |
|
|
% of shares
held :
|
30.01% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
|
Amount
of shares held :
|
1,356,698 |
|
|
% of shares
held change :
|
15.07% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
  Wealthquest Corp |
7 |
*New |
2023-12-31 |
618,411 |
$30,880,000 |
618,411 |
|
| LPL FINANCIAL CORP |
735 |
- |
2023-12-31 |
549,306 |
$27,430,000 |
333,392 |
|
| STIFEL FINANCIAL CORP |
701 |
- |
2023-12-31 |
242,974 |
$12,133,000 |
47,781 |
|
| Stratos Wealth Advisors LLC |
75 |
- |
2024-03-31 |
110,716 |
$5,531,000 |
-586 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1930 |
- |
2023-12-31 |
94,882 |
$4,738,000 |
-4,637 |
|
| MML INVESTORS SERVICES LLC |
670 |
- |
2023-12-31 |
85,443 |
$4,267,000 |
77,628 |
|
| JANNEY MONTGOMERY SCOTT LLC |
862 |
- |
2024-03-31 |
75,480 |
$3,771,000 |
-18,427 |
|
| Amplius Wealth Advisors LLC |
38 |
- |
2024-03-31 |
68,766 |
$3,436,000 |
-350,462 |
|
| F/M Investments LLC |
10 |
- |
2024-03-31 |
62,253 |
$3,110,000 |
-2,121 |
|
| Equitable Holdings Inc. |
374 |
- |
2023-12-31 |
46,259 |
$2,310,000 |
16,691 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1823 |
- |
2024-03-31 |
36,878 |
$1,842,000 |
-10,640 |
|
| UBS Group AG |
2967 |
- |
2023-12-31 |
34,249 |
$1,710,000 |
34,249 |
|
| BBK Capital Partners LLC |
54 |
- |
2023-12-31 |
34,114 |
$1,703,000 |
20,368 |
|
| Kraft Davis & Associates LLC |
44 |
*New |
2023-12-31 |
33,645 |
$1,685,000 |
33,645 |
|
| Comprehensive Portfolio Management LLC |
276 |
- |
2024-03-31 |
27,764 |
$1,387,000 |
23,588 |
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
66 |
*New |
2023-12-31 |
26,905 |
$1,344,000 |
26,905 |
|
| FIRST HEARTLAND CONSULTANTS INC |
122 |
- |
2023-12-31 |
26,664 |
$1,331,000 |
5,916 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2482 |
*New |
2023-12-31 |
24,771 |
$1,237,000 |
24,771 |
|
| Kestra Advisory Services LLC |
1103 |
- |
2023-12-31 |
20,268 |
$1,012,000 |
2,999 |
|
| JANE STREET GROUP LLC |
3235 |
- |
2023-12-31 |
19,249 |
$961,000 |
2,310 |
|
| Kingsview Wealth Management LLC |
493 |
- |
2023-12-31 |
18,100 |
$904,000 |
1,300 |
|
| DENVER WEALTH MANAGEMENT INC. |
35 |
- |
2024-03-31 |
17,326 |
$866,000 |
7,047 |
|
| Spinnaker Investment Group LLC |
48 |
- |
2024-03-31 |
11,179 |
$559,000 |
62 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1524 |
*New |
2024-03-31 |
10,859 |
$543,000 |
10,859 |
|
| H D Vest Advisory Services |
954 |
*New |
2023-12-31 |
10,479 |
$523,000 |
10,479 |
|
| Lido Advisors LLC |
819 |
- |
2023-12-31 |
8,059 |
$402,000 |
-448 |
|
| Perigon Wealth Management LLC |
|
- |
2024-03-31 |
7,750 |
$387,000 |
-1,850 |
|
| RAYMOND JAMES TRUST CO |
883 |
*New |
2024-03-31 |
7,210 |
$360,000 |
7,210 |
|
| J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
6,745 |
$337,000 |
17 |
|
| MARINO STRAM & ASSOCIATES LLC |
131 |
- |
2024-03-31 |
6,630 |
$331,000 |
1,370 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
461 |
- |
2023-12-31 |
6,209 |
$310,000 |
72 |
|
| Sigma Planning Corp |
|
- |
2024-03-31 |
5,614 |
$280,000 |
5,614 |
|
| WELLS FARGO & CO/MN |
3755 |
*New |
2023-12-31 |
5,018 |
$251,000 |
5,018 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
4,950 |
$247,000 |
-434 |
|
| Sargent Bickham Lagudis LLC |
|
*New |
2022-12-31 |
2,995 |
$150,000 |
2,995 |
|
| Global Retirement Partners LLC |
1393 |
- |
2024-03-31 |
1,000 |
$50,000 |
-20 |
|
| NBC SECURITIES INC. |
1378 |
*New |
2024-03-31 |
500 |
$24,000 |
500 |
|
| Front Row Advisors LLC |
334 |
- |
2023-12-31 |
200 |
$10,000 |
0 |
|
| ROYAL BANK OF CANADA |
5921 |
*New |
2023-12-31 |
100 |
$5,000 |
100 |
|
| Advisor Group Holdings Inc. |
6920 |
*Closed |
2023-12-31 |
0 |
$0 |
-686 |
|
| RAYMOND JAMES & ASSOCIATES |
3880 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,228 |
|
| PRIVATE TRUST CO NA |
2300 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,524 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| DHJJ Financial Advisors Ltd. |
760 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
6432 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,513 |
|
|
45 Records found
|
1
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