| |
Institutional
Holders
Total
Institutions:
 |
40  6 |
|
|
Total
shares held :
|
4,962,144 |
|
|
% of shares
held :
|
55.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -4 |
|
|
Amount
of shares held :
|
315,984 |
|
|
% of shares
held change :
|
3.51% |
|
| 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 |
  Advisor Group Holdings Inc. |
423 |
- |
2024-03-31 |
695,241 |
$19,320,000 |
127,720 |
|
| RFG Advisory Group LLC |
49 |
- |
2024-03-31 |
332,472 |
$9,238,000 |
332,472 |
|
| FINANCIAL NETWORK |
454 |
- |
2024-03-31 |
278,376 |
$7,735,000 |
56,321 |
|
| Allianz Investment Management U.S. LLC |
11 |
- |
2024-03-31 |
256,383 |
$7,124,000 |
-55,000 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1740 |
- |
2024-03-31 |
254,534 |
$7,072,000 |
9,427 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1046 |
- |
2024-03-31 |
219,133 |
$6,089,000 |
-28,876 |
|
| JANE STREET GROUP LLC |
1244 |
- |
2024-03-31 |
186,630 |
$5,186,000 |
169,108 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1070 |
- |
2024-03-31 |
85,629 |
$2,379,000 |
5,377 |
|
| Atria Wealth Solutions Inc. |
579 |
- |
2024-03-31 |
83,902 |
$2,331,000 |
34,462 |
|
| RETIREMENT GUYS FORMULA LLC |
28 |
- |
2024-03-31 |
71,823 |
$1,996,000 |
-1,650 |
|
| Orion Portfolio Solutions LLC |
691 |
- |
2024-03-31 |
66,307 |
$1,842,000 |
1,612 |
|
| Strategic Blueprint LLC |
183 |
- |
2024-03-31 |
51,896 |
$1,442,000 |
305 |
|
| LINCOLN NATIONAL CORP |
438 |
- |
2024-03-31 |
47,431 |
$1,318,000 |
-191,521 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
255 |
- |
2024-03-31 |
37,154 |
$1,032,000 |
-4,087 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1778 |
- |
2024-03-31 |
33,191 |
$922,000 |
16,981 |
|
| Kestra Advisory Services LLC |
1337 |
- |
2024-03-31 |
30,298 |
$842,000 |
17,424 |
|
| SECURED RETIREMENT ADVISORS LLC |
56 |
- |
2024-03-31 |
28,677 |
$797,000 |
3,653 |
|
| FIRST HEARTLAND CONSULTANTS INC |
225 |
*New |
2024-03-31 |
21,055 |
$585,000 |
21,055 |
|
| BCGM Wealth Management LLC |
90 |
- |
2024-03-31 |
17,865 |
$496,000 |
0 |
|
| LPL FINANCIAL CORP |
3722 |
- |
2024-03-31 |
17,699 |
$492,000 |
3,456 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2578 |
*New |
2024-03-31 |
16,102 |
$447,000 |
16,102 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3653 |
*New |
2024-03-31 |
15,087 |
$419,000 |
15,087 |
|
| Resources Investment Advisors Inc. |
800 |
- |
2024-03-31 |
15,000 |
$417,000 |
5,000 |
|
| MULTIFINANCIAL SECURITIES CORP |
1789 |
- |
2024-03-31 |
13,328 |
$370,000 |
-7,270 |
|
| SILVER OAK SECURITIES Inc |
273 |
*New |
2024-03-31 |
12,845 |
$357,000 |
12,845 |
|
| CITADEL ADVISORS LLC |
4072 |
- |
2024-03-31 |
12,568 |
$349,000 |
12,568 |
|
| Retirement Group LLC |
91 |
- |
2024-03-31 |
8,538 |
$306,000 |
0 |
|
| CENTAURUS FINANCIAL INC. |
566 |
- |
2024-03-31 |
8,755 |
$243,000 |
638 |
|
| HARBOUR INVESTMENTS INC. |
1119 |
- |
2023-12-31 |
3,908 |
$104,000 |
-10,075 |
|
| US BANCORP |
2610 |
- |
2024-03-31 |
2,000 |
$56,000 |
1,000 |
|
| NBC SECURITIES INC. |
1427 |
- |
2024-03-31 |
725 |
$21,000 |
0 |
|
| Pineridge Advisors LLC |
305 |
- |
2024-03-31 |
312 |
$9,000 |
-964 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1187 |
- |
2024-03-31 |
300 |
$8,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
839 |
*New |
2023-12-31 |
31 |
$1,000 |
31 |
|
| Cetera Investment Advisers |
1774 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,442 |
|
| DHJJ Financial Advisors Ltd. |
654 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
697 |
*Closed |
2024-03-31 |
0 |
$0 |
-345 |
|
| HANSON MCCLAIN, INC. |
3461 |
*New |
2024-03-31 |
11 |
$0 |
11 |
|
| B.O.S.S. Retirement Advisors LLC |
155 |
*Closed |
2024-03-31 |
0 |
$0 |
-95,436 |
|
| Richard W. Paul & Associates LLC |
506 |
*Closed |
2024-03-31 |
0 |
$0 |
-85 |
|
| Pitti Group Wealth Management LLC |
63 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,821 |
|
| Authentikos Wealth Advisory LLC |
65 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,889 |
|
| J P MORGAN CHASE & CO |
6166 |
*Closed |
2024-03-31 |
0 |
$0 |
-27 |
|
| PROEQUITIES INC. |
7910 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
3390 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,400 |
|
| Mid-American Wealth Advisory Group Inc. |
50 |
*Closed |
2024-03-31 |
0 |
$0 |
-159,124 |
|
| Lloyd Advisory Services LLC. |
151 |
*Closed |
2024-03-31 |
0 |
$0 |
-295,277 |
|
| CREATIVE PLANNING |
2945 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,906 |
|
| AE Wealth Management LLC |
1919 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,926,500 |
|
| Great Lakes Retirement Inc. |
230 |
*Closed |
2024-03-31 |
0 |
$0 |
-73,356 |
|
|
50 Records found
|
1
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