| |
Institutional
Holders
Total
Institutions:
 |
29  2 |
|
|
Total
shares held :
|
1,344,565 |
|
|
% of shares
held :
|
1.49% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -6 |
|
|
Amount
of shares held :
|
-359,280 |
|
|
% of shares
held change :
|
-0.4% |
|
| 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 |
  U.S. Capital Wealth Advisors LLC |
7 |
- |
2023-12-31 |
461,295 |
$46,159,000 |
-37,900 |
|
| ENVESTNET ASSET MANAGEMENT INC |
909 |
- |
2023-12-31 |
255,045 |
$25,521,000 |
-44,452 |
|
| JANE STREET GROUP LLC |
656 |
- |
2023-12-31 |
158,678 |
$15,878,000 |
38,918 |
|
| CIC Wealth LLC |
19 |
- |
2024-03-31 |
43,921 |
$4,398,000 |
-5,322 |
|
| SILVER OAK SECURITIES Inc |
49 |
- |
2023-12-31 |
33,916 |
$3,394,000 |
-83 |
|
| LEGACY FINANCIAL GROUP INC. |
20 |
- |
2023-12-31 |
33,464 |
$3,349,000 |
-2,095 |
|
| Krasney Financial LLC |
75 |
- |
2024-03-31 |
32,411 |
$3,246,000 |
1,548 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
267 |
*New |
2023-12-31 |
30,236 |
$3,026,000 |
30,236 |
|
| Teramo Advisors LLC |
4 |
- |
2023-12-31 |
30,000 |
$3,002,000 |
0 |
|
| CITADEL ADVISORS LLC |
2031 |
- |
2023-12-31 |
28,289 |
$2,831,000 |
10,041 |
|
| Blueprint Investment Partners LLC |
30 |
- |
2023-12-31 |
22,230 |
$2,224,000 |
-240,550 |
|
| Magnus Financial Group LLC |
74 |
- |
2023-12-31 |
18,732 |
$1,874,000 |
-956 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2138 |
*New |
2023-12-31 |
15,856 |
$1,587,000 |
15,856 |
|
| Advisor Group Holdings Inc. |
2108 |
- |
2023-12-31 |
14,790 |
$1,483,000 |
-54,495 |
|
| Insight Wealth Partners LLC |
25 |
- |
2023-12-31 |
12,422 |
$1,243,000 |
-6,232 |
|
| RETIREMENT PLANNING GROUP |
84 |
- |
2024-03-31 |
11,916 |
$1,193,000 |
494 |
|
| FLOW TRADERS U.S. LLC |
369 |
*New |
2023-12-31 |
8,683 |
$869,000 |
8,683 |
|
| Sawtooth Asset Management Inc. |
617 |
- |
2023-12-31 |
5,734 |
$574,000 |
1,853 |
|
| LPL FINANCIAL CORP |
3517 |
- |
2023-12-31 |
5,630 |
$563,000 |
-46,173 |
|
| ROYAL BANK OF CANADA |
3589 |
- |
2023-12-31 |
5,370 |
$537,000 |
-5,318 |
|
| LITTLE HOUSE CAPITAL LLC |
108 |
- |
2024-03-31 |
3,756 |
$376,000 |
-94,682 |
|
| TWO SIGMA SECURITIES LLC |
565 |
*New |
2023-12-31 |
3,317 |
$332,000 |
3,317 |
|
| V Wealth ManagementLLC |
95 |
- |
2023-09-30 |
2,378 |
$238,000 |
-212 |
|
| OPPENHEIMER & CO INC |
1246 |
- |
2023-12-31 |
2,250 |
$225,000 |
-400 |
|
| J P MORGAN CHASE & CO |
4271 |
*New |
2023-12-31 |
1,677 |
$168,000 |
1,677 |
|
| UBS Group AG |
4784 |
- |
2023-12-31 |
1,345 |
$135,000 |
1,345 |
|
| Spartan Planning & Wealth Management |
125 |
- |
2023-12-31 |
623 |
$62,000 |
-113,459 |
|
| Envestnet Portfolio Solutions Inc. |
1550 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,901 |
|
| Atria Wealth Solutions Inc. |
1958 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,823 |
|
| Orion Portfolio Solutions LLC |
1684 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,045 |
|
| PROEQUITIES INC. |
6486 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
2050 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,037 |
|
| Colonial Trust Co / SC |
984 |
- |
2023-12-31 |
0 |
$0 |
-1,500 |
|
| MORGAN STANLEY |
7523 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3310 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,639 |
|
| Prosperity Financial Group Inc. |
138 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,249 |
|
|
36 Records found
|
1
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