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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
39  0 |
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|
Total
shares held :
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1,249,762 |
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% of shares
held :
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83.88% |
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| Changes In:
|
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|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
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|
Amount
of shares held :
|
66,762 |
|
|
% of shares
held change :
|
4.48% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  EMPIRICAL FINANCIAL SERVICES, LLC |
27 |
- |
2023-12-31 |
275,137 |
$21,254,000 |
128,932 |
|
| Precision Wealth Strategies LLC |
1 |
- |
2023-12-31 |
241,329 |
$18,643,000 |
-412 |
|
| Belpointe Asset Management LLC |
13 |
- |
2023-12-31 |
197,433 |
$15,252,000 |
2,700 |
|
| UNITED ASSET STRATEGIES, INC. |
53 |
- |
2024-03-31 |
94,250 |
$5,739,000 |
-3,467 |
|
| AE Wealth Management LLC |
628 |
- |
2023-12-31 |
69,428 |
$4,513,000 |
-13,461 |
|
| LINCOLN NATIONAL CORP |
159 |
- |
2023-12-31 |
55,000 |
$4,249,000 |
0 |
|
| Ratio Wealth Group |
34 |
- |
2023-12-31 |
36,790 |
$2,842,000 |
0 |
|
| Wealth Alliance |
58 |
- |
2023-12-31 |
28,474 |
$2,200,000 |
0 |
|
| Fountainhead AM LLC |
27 |
- |
2023-12-31 |
27,919 |
$2,157,000 |
4,233 |
|
| B.O.S.S. Retirement Advisors LLC |
89 |
- |
2023-12-31 |
24,115 |
$1,863,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
1090 |
- |
2023-12-31 |
23,885 |
$1,845,000 |
0 |
|
| Rockefeller Capital Management L.P. |
1027 |
- |
2023-12-31 |
18,360 |
$1,418,000 |
0 |
|
| Claraphi Advisory Network LLC |
56 |
- |
2022-12-31 |
13,218 |
$1,322,000 |
6,609 |
|
| Kestra Advisory Services LLC |
1070 |
- |
2023-12-31 |
14,164 |
$1,094,000 |
2,490 |
|
| Keystone Wealth Services LLC |
83 |
- |
2024-03-31 |
15,558 |
$947,000 |
0 |
|
| Atomi Financial Group Inc. |
179 |
- |
2023-12-31 |
9,625 |
$744,000 |
7,041 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3205 |
*New |
2023-12-31 |
9,588 |
$741,000 |
9,588 |
|
| Mason & Associates Inc |
57 |
- |
2024-03-31 |
9,700 |
$591,000 |
0 |
|
| CITADEL ADVISORS LLC |
3434 |
*New |
2023-12-31 |
7,611 |
$588,000 |
7,611 |
|
| MULTIFINANCIAL SECURITIES CORP |
1250 |
- |
2023-12-31 |
5,230 |
$404,000 |
0 |
|
| UBS Group AG |
4130 |
- |
2023-12-31 |
4,950 |
$382,000 |
-2,000 |
|
| Fortitude Advisory Group L.L.C. |
104 |
*New |
2023-12-31 |
4,567 |
$353,000 |
4,567 |
|
| Coppell Advisory Solutions Corp. |
144 |
- |
2023-03-31 |
3,609 |
$337,000 |
-33 |
|
| YALE CAPITAL CORP |
363 |
- |
2023-12-31 |
4,200 |
$324,000 |
0 |
|
| Synergy Financial Management LLC |
101 |
- |
2024-03-31 |
5,225 |
$318,000 |
0 |
|
| MORGAN STANLEY |
5358 |
- |
2023-12-31 |
3,939 |
$304,000 |
928 |
|
| Outlook Wealth Advisors LLC |
206 |
- |
2024-03-31 |
4,996 |
$304,000 |
0 |
|
| Coppell Advisory Solutions LLC |
217 |
- |
2023-12-31 |
3,609 |
$279,000 |
-33 |
|
| Lokken Investment Group LLC |
105 |
- |
2023-12-31 |
3,399 |
$263,000 |
0 |
|
| Integrated Advisors Network LLC |
583 |
- |
2023-12-31 |
3,350 |
$259,000 |
0 |
|
| Foundations Investment Advisors LLC |
585 |
*New |
2023-12-31 |
3,893 |
$247,000 |
3,893 |
|
| FULTON BANK, N.A. |
471 |
- |
2024-03-31 |
4,060 |
$247,000 |
0 |
|
| Merit Financial Group LLC |
675 |
- |
2023-12-31 |
3,150 |
$243,000 |
0 |
|
| RMR Wealth Builders |
238 |
*New |
2024-03-31 |
3,823 |
$233,000 |
3,823 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3022 |
- |
2024-03-31 |
3,582 |
$218,000 |
0 |
|
| ROYAL BANK OF CANADA |
4627 |
*New |
2023-12-31 |
2,060 |
$159,000 |
2,060 |
|
| CWM LLC |
1635 |
- |
2024-03-31 |
2,520 |
$153,000 |
-4,980 |
|
| BANK OF AMERICA CORP /DE/ |
5142 |
- |
2023-12-31 |
1,904 |
$147,000 |
535 |
|
| Advisor Group Holdings Inc. |
4401 |
- |
2023-12-31 |
1,313 |
$101,000 |
-683 |
|
| CAMBRIDGE TRUST CO |
425 |
- |
2023-12-31 |
593 |
$46,000 |
0 |
|
| Creekmur Asset Management LLC |
|
- |
2023-12-31 |
265 |
$20,000 |
0 |
|
| LAZARD ASSET MANAGEMENT LLC |
2018 |
*Closed |
2023-12-31 |
0 |
$0 |
-260 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2382 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,601 |
|
| PROEQUITIES INC. |
4276 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Authentikos Wealth Advisory LLC |
293 |
*Closed |
2023-12-31 |
0 |
$0 |
-316 |
|
| Lloyd Advisory Services LLC. |
143 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,158 |
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46 Records found
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1
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