|
Institutional
Holders
Total
Institutions:
|
38 2 |
|
Total
shares held :
|
8,233,558 |
|
% of shares
held :
|
81.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
847,161 |
|
% of shares
held change :
|
8.39% |
|
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 |
HANSON MCCLAIN, INC. |
46 |
- |
2024-03-31 |
1,219,386 |
$32,936,000 |
625,675 |
|
Advisor Group Holdings Inc. |
357 |
- |
2023-12-31 |
1,134,234 |
$29,354,000 |
-1,057,763 |
|
RETIREMENT GUYS FORMULA LLC |
1 |
- |
2024-03-31 |
635,844 |
$17,174,000 |
40,340 |
|
Truadvice LLC |
1 |
- |
2023-09-30 |
628,430 |
$15,566,000 |
67,580 |
|
Signal Advisors Wealth LLC |
1 |
- |
2024-03-31 |
567,915 |
$15,339,000 |
10,096 |
|
MARIPAU WEALTH MANAGEMENT LLC |
1 |
- |
2023-12-31 |
558,073 |
$14,443,000 |
40,720 |
|
ATRIA INVESTMENTS LLC |
104 |
- |
2023-12-31 |
541,921 |
$14,025,000 |
32,864 |
|
MML INVESTORS SERVICES LLC |
300 |
- |
2023-12-31 |
525,355 |
$13,596,000 |
24,799 |
|
Kestra Advisory Services LLC |
212 |
*New |
2023-12-31 |
495,348 |
$12,820,000 |
495,348 |
|
Financial Strategies Group Inc. |
10 |
*New |
2024-03-31 |
416,102 |
$11,222,000 |
416,102 |
|
ENVESTNET ASSET MANAGEMENT INC |
1500 |
- |
2023-12-31 |
354,076 |
$9,163,000 |
186,050 |
|
Brookstone Capital Management |
154 |
- |
2024-03-31 |
328,290 |
$8,867,000 |
13,898 |
|
Cetera Investment Advisers |
253 |
- |
2023-12-31 |
339,336 |
$8,782,000 |
11,355 |
|
New Century Financial Group LLC |
2 |
- |
2024-03-31 |
312,900 |
$8,451,000 |
122,874 |
|
LPL FINANCIAL CORP |
1457 |
- |
2023-12-31 |
272,786 |
$7,060,000 |
243,836 |
|
ODonnell Financial Services LLC |
13 |
- |
2024-03-31 |
195,100 |
$5,270,000 |
-427,081 |
|
FINANCIAL NETWORK |
570 |
- |
2023-12-31 |
195,764 |
$5,066,000 |
23,300 |
|
MULTIFINANCIAL SECURITIES CORP |
319 |
- |
2023-12-31 |
162,736 |
$4,212,000 |
-260 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
864 |
- |
2024-03-31 |
149,827 |
$4,047,000 |
53,848 |
|
Chicago Partners Investment Group LLC |
157 |
- |
2024-03-31 |
101,985 |
$2,725,000 |
5,366 |
|
ADVISORY SERVICES NETWORK, LLC |
373 |
- |
2023-12-31 |
96,292 |
$2,492,000 |
8,820 |
|
FINANCIAL ARCHITECTS INC |
58 |
*New |
2023-06-30 |
97,224 |
$2,365,000 |
97,224 |
|
HIGHTOWER ADVISORS, LLC |
1346 |
- |
2023-12-31 |
87,414 |
$2,261,000 |
-7,110 |
|
Sigma Planning Corp |
132 |
- |
2023-12-31 |
76,295 |
$1,975,000 |
-131,404 |
|
H D Vest Advisory Services |
503 |
- |
2023-12-31 |
75,717 |
$1,960,000 |
3,929 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1750 |
- |
2023-12-31 |
67,598 |
$1,749,000 |
6,281 |
|
Cedar Brook Financial Partners LLC |
91 |
- |
2024-03-31 |
48,358 |
$1,306,000 |
11,198 |
|
Ergawealth Advisors Inc. |
19 |
- |
2023-12-31 |
43,603 |
$1,128,000 |
14,644 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
540 |
- |
2023-12-31 |
36,497 |
$945,000 |
36,497 |
|
Orion Portfolio Solutions LLC |
981 |
- |
2023-12-31 |
35,360 |
$915,000 |
1,335 |
|
Diligent Investors LLC |
190 |
*New |
2023-12-31 |
17,209 |
$445,000 |
17,209 |
|
Csenge Advisory Group |
489 |
- |
2023-12-31 |
13,536 |
$350,000 |
119 |
|
Coastal Investment Advisors Inc. |
298 |
- |
2024-03-31 |
12,484 |
$337,000 |
-2,580 |
|
Centric Wealth Management |
114 |
- |
2023-12-31 |
11,932 |
$314,000 |
-1,214 |
|
Triumph Capital Management |
193 |
*New |
2024-03-31 |
8,881 |
$240,000 |
8,881 |
|
Allen Mooney & Barnes Investment Advisors LLC |
148 |
*New |
2024-03-31 |
8,807 |
$237,000 |
8,807 |
|
LINCOLN NATIONAL CORP |
1010 |
*New |
2023-12-31 |
8,188 |
$212,000 |
8,188 |
|
Core Wealth Advisors Inc. |
55 |
*New |
2023-12-31 |
5,810 |
$150,000 |
5,810 |
|
UBS Group AG |
4912 |
- |
2023-12-31 |
3,950 |
$102,000 |
3,877 |
|
Aspire Wealth Management Corp |
|
- |
2023-12-31 |
1,334 |
$35,000 |
0 |
|
ROYAL BANK OF CANADA |
5993 |
*New |
2023-12-31 |
100 |
$3,000 |
100 |
|
DHJJ Financial Advisors Ltd. |
636 |
- |
2024-03-31 |
55 |
$1,000 |
0 |
|
WELLS FARGO & CO/MN |
5688 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,576 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1390 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,560 |
|
PROEQUITIES INC. |
5229 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Independent Wealth Network Inc. |
179 |
*Closed |
2024-03-31 |
0 |
$0 |
-51,203 |
|
OLD MISSION CAPITAL LLC |
1146 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,829 |
|
CITADEL ADVISORS LLC |
6476 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,373 |
|
|
48 Records found
|
1
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