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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    6
Total shares held : 
 4,074,113  
% of shares held : 
 45.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 1,203,939  
% of shares held change : 
   13.38%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 147,264
 3.61%
 
Increased Positions :
22
 1,290,881
 31.68%
 
Unchanged Positions :
6
 18,317
 0.45%
 
Decreased Positions :
10
-99,588
-2.44%
 
Closed Positions :
4
-134,618
-3.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TMD Wealth Management LLC 4 - 2023-12-31 1,158,978 $26,402,000 171,290
   Resources Investment Advisors Inc. 68 - 2023-12-31 801,516 $18,259,000 429,052
   Cumberland Partners Ltd 36 - 2023-12-31 360,883 $8,152,000 110,000
   PEAK FINANCIAL ADVISORS LLC 3 - 2024-03-31 342,155 $7,753,000 78,976
   RENAISSANCE TECHNOLOGIES LLC 1310 - 2023-12-31 231,700 $5,278,000 148,400
   AlphaStar Capital Management LLC 44 - 2023-12-31 155,111 $3,533,000 75,615
   AE Wealth Management LLC 707 - 2023-12-31 152,310 $3,465,000 78,041
   QUANTITATIVE ADVANTAGE LLC 69 - 2023-03-31 89,620 $1,949,000 6,081
   Smith Anglin Financial LLC 46 - 2024-03-31 78,353 $1,775,000 7,595
   Arete Wealth Advisors LLC 166 - 2023-12-31 73,022 $1,663,000 73,022
   Lakeview Capital Partners LLC 122 - 2023-12-31 48,193 $1,098,000 2,241
   JANE STREET GROUP LLC 3153 - 2023-12-31 45,327 $1,033,000 45,327
   Park Edge Advisors LLC 63 - 2024-03-31 35,036 $794,000 16,798
   Ausdal Financial Partners Inc. 207 - 2024-03-31 33,512 $759,000 424
   OLD MISSION CAPITAL LLC 501 - 2023-12-31 33,099 $754,000 17,883
   Cambridge Advisors Inc. 107 - 2024-03-31 26,050 $590,000 1,772
   Lee Financial Group Hawaii Inc. 22 - 2024-03-31 25,473 $577,000 1,414
   Visionary Wealth Advisors 319 - 2023-12-31 20,946 $477,000 10,046
   EPG Wealth Management LLC 193 - 2023-12-31 15,014 $341,000 1,448
   SRS Capital Advisors Inc. 464 - 2023-12-31 2,314 $53,000 1,174
   ROYAL BANK OF CANADA 5635 - 2023-12-31 779 $18,000 779
  21 Records found
  1    
  Page 1 of 1
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