| |
Institutional
Holders
Total
Institutions:
 |
33  4 |
|
|
Total
shares held :
|
2,935,866 |
|
|
% of shares
held :
|
32.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
|
Amount
of shares held :
|
467,309 |
|
|
% of shares
held change :
|
 5.19% |
|
| 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 |
  LPL FINANCIAL CORP |
1013 |
- |
2023-12-31 |
583,079 |
$14,892,000 |
-101,011 |
|
| Miracle Mile Advisors LLC |
69 |
- |
2024-03-31 |
386,019 |
$10,461,000 |
-146,364 |
|
| Benedetti & Gucer Inc. |
3 |
- |
2023-12-31 |
332,897 |
$8,502,000 |
17,513 |
|
| SENTINEL PENSION ADVISORS INC |
21 |
- |
2023-12-31 |
146,000 |
$3,729,000 |
5,295 |
|
| Orion Portfolio Solutions LLC |
388 |
- |
2023-12-31 |
140,051 |
$3,573,000 |
23,399 |
|
| SMART PORTFOLIOS, LLC |
|
- |
2024-03-31 |
59,583 |
$1,615,000 |
-361 |
|
| ESSEX FINANCIAL SERVICES INC |
147 |
- |
2024-03-31 |
57,041 |
$1,546,000 |
-15,608 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1653 |
- |
2024-03-31 |
40,511 |
$1,098,000 |
-2,815 |
|
| Atria Wealth Solutions Inc. |
875 |
- |
2023-12-31 |
36,864 |
$942,000 |
-2,288 |
|
| Magnus Financial Group LLC |
|
- |
2024-03-31 |
30,659 |
$831,000 |
1,961 |
|
| CITADEL ADVISORS LLC |
3266 |
*New |
2023-12-31 |
27,358 |
$699,000 |
27,358 |
|
| Austin Wealth Management LLC |
64 |
- |
2023-12-31 |
26,489 |
$673,000 |
-856 |
|
| Capital Investment Advisors LLC |
343 |
- |
2024-03-31 |
24,509 |
$664,000 |
1,785 |
|
| Stratos Wealth Partners LTD. |
771 |
- |
2024-03-31 |
24,467 |
$663,000 |
-19,261 |
|
| MARINER WEALTH ADVISORS, LLC |
1747 |
- |
2023-12-31 |
25,843 |
$660,000 |
-279 |
|
| JOURNEY STRATEGIC WEALTH LLC |
87 |
- |
2023-12-31 |
25,345 |
$647,000 |
13,965 |
|
| H D Vest Advisory Services |
893 |
- |
2023-12-31 |
24,275 |
$620,000 |
-1,549 |
|
| Advisor Group Holdings Inc. |
3053 |
- |
2023-12-31 |
21,844 |
$558,000 |
-12,577 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1991 |
- |
2024-03-31 |
9,534 |
$258,000 |
-591,162 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4668 |
- |
2023-12-31 |
9,443 |
$241,000 |
9,443 |
|
| FINANCIAL NETWORK |
2442 |
- |
2023-12-31 |
8,800 |
$225,000 |
-1,033 |
|
| MML INVESTORS SERVICES LLC |
2258 |
- |
2023-12-31 |
8,496 |
$217,000 |
-51 |
|
| HARBOUR INVESTMENTS INC. |
925 |
- |
2023-12-31 |
6,605 |
$169,000 |
-104 |
|
| Financial Advisory Service Inc. |
|
- |
2024-03-31 |
4,204 |
$114,000 |
109 |
|
| Lindbrook Capital LLC |
511 |
- |
2024-03-31 |
3,980 |
$108,000 |
0 |
|
| COMERICA BANK |
2677 |
- |
2023-12-31 |
2,125 |
$54,000 |
0 |
|
| TORNO CAPITAL LLC |
47 |
- |
2023-12-31 |
1,000 |
$26,000 |
0 |
|
| Opal Wealth Advisors LLC |
261 |
*New |
2024-03-31 |
273 |
$7,000 |
273 |
|
| ROYAL BANK OF CANADA |
5910 |
- |
2023-12-31 |
207 |
$5,000 |
-6,244 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
694 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
| WELLS FARGO & CO/MN |
5768 |
- |
2023-12-31 |
1 |
$0 |
-6 |
|
| MORGAN STANLEY |
7031 |
*New |
2023-12-31 |
8 |
$0 |
8 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3438 |
*Closed |
2024-03-31 |
0 |
$0 |
-97,558 |
|
| IFP Advisors Inc |
3228 |
*Closed |
2023-12-31 |
0 |
$0 |
-527 |
|
| JANE STREET GROUP LLC |
5948 |
*Closed |
2023-12-31 |
0 |
$0 |
-42,425 |
|
| Altus Wealth Group LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-25,744 |
|
|
37 Records found
|
1
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