| |
Institutional
Holders
Total
Institutions:
 |
38  1 |
|
|
Total
shares held :
|
4,283,631 |
|
|
% of shares
held :
|
19.17% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
|
Amount
of shares held :
|
-1,250,171 |
|
|
% of shares
held change :
|
-5.59% |
|
| 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 |
  ARGI INVESTMENT SERVICES, LLC |
13 |
- |
2022-12-31 |
3,013,438 |
$73,679,000 |
46,992 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
2,477,351 |
$65,800,000 |
-118,957 |
|
| Advisor Group Holdings Inc. |
636 |
- |
2023-12-31 |
511,070 |
$13,574,000 |
-28,725 |
|
| Goss Wealth Management LLC |
304 |
- |
2023-12-31 |
225,175 |
$5,981,000 |
-10,875 |
|
| LPL FINANCIAL CORP |
1794 |
- |
2023-12-31 |
156,528 |
$4,157,000 |
-70,724 |
|
| LifePlan Financial LLC |
|
- |
2024-03-31 |
141,024 |
$3,938,000 |
-1,656 |
|
| Trilogy Capital Inc. |
81 |
- |
2024-03-31 |
136,045 |
$3,799,000 |
-6,353 |
|
| First PREMIER Bank |
32 |
- |
2024-03-31 |
121,885 |
$3,403,000 |
-1,020 |
|
| McAdam LLC |
61 |
- |
2024-03-31 |
117,729 |
$3,287,000 |
3,827 |
|
| RDA Financial Network |
26 |
- |
2024-03-31 |
103,565 |
$2,892,000 |
-546 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
99 |
- |
2023-12-31 |
83,918 |
$2,229,000 |
-5,174 |
|
| FINANCIAL ARCHITECTS INC |
143 |
- |
2023-06-30 |
39,033 |
$1,004,000 |
-1,177 |
|
| HIGHTOWER ADVISORS, LLC |
1857 |
- |
2023-12-31 |
33,603 |
$894,000 |
-4,300 |
|
| ROYAL BANK OF CANADA |
3243 |
- |
2023-12-31 |
30,589 |
$812,000 |
-3,353 |
|
| Ausdal Financial Partners Inc. |
214 |
- |
2024-03-31 |
25,414 |
$710,000 |
4,408 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2393 |
*New |
2024-03-31 |
20,677 |
$577,000 |
20,677 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2205 |
- |
2024-03-31 |
19,192 |
$536,000 |
-4,015 |
|
| MONEY CONCEPTS CAPITAL CORP |
324 |
- |
2024-03-31 |
12,114 |
$338,000 |
2,880 |
|
| OLD MISSION CAPITAL LLC |
770 |
- |
2023-12-31 |
9,644 |
$256,000 |
9,644 |
|
| Meridian Wealth Management LLC |
181 |
- |
2024-03-31 |
8,853 |
$246,000 |
-937 |
|
| Impact Partnership Wealth LLC |
165 |
- |
2023-12-31 |
8,470 |
$225,000 |
-1,593 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4763 |
*New |
2023-12-31 |
8,267 |
$220,000 |
8,267 |
|
| AlTi Global Inc. |
337 |
- |
2023-12-31 |
8,035 |
$213,000 |
0 |
|
| CITADEL ADVISORS LLC |
4477 |
- |
2023-12-31 |
6,684 |
$178,000 |
-6,684 |
|
| CENTAURUS FINANCIAL INC. |
643 |
- |
2023-12-31 |
5,986 |
$159,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1589 |
- |
2023-12-31 |
1,922 |
$51,000 |
0 |
|
| Capital Investment Advisory Services LLC |
685 |
- |
2024-03-31 |
1,355 |
$38,000 |
1,355 |
|
| CWM LLC |
2514 |
- |
2024-03-31 |
1,247 |
$35,000 |
-223 |
|
| HARBOUR INVESTMENTS INC. |
1721 |
- |
2023-12-31 |
1,024 |
$27,000 |
-681 |
|
| UBS Group AG |
5674 |
- |
2023-12-31 |
898 |
$24,000 |
-785 |
|
| Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
668 |
$19,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5764 |
*New |
2023-12-31 |
368 |
$10,000 |
368 |
|
| MORGAN STANLEY |
6446 |
- |
2023-12-31 |
326 |
$9,000 |
-185 |
|
| KB FINANCIAL PARTNERS LLC |
422 |
- |
2023-09-30 |
211 |
$5,000 |
0 |
|
| Global Retirement Partners LLC |
2556 |
- |
2024-03-31 |
96 |
$3,000 |
0 |
|
| Aptus Capital Advisors LLC |
895 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
| First Capital Advisors Group LLC. |
924 |
- |
2023-06-30 |
1 |
$0 |
1 |
|
| Brookstone Capital Management |
905 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,745 |
|
| TOWER RESEARCH CAPITAL LLC |
5645 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| Chicago Partners Investment Group LLC |
732 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,814 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Coulter & Justus Financial Services LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-12,750 |
|
| TIEDEMANN WEALTH MANAGEMENT, LLC |
277 |
*Closed |
2023-09-30 |
0 |
$0 |
-8,035 |
|
| WELLS FARGO & CO/MN |
6119 |
- |
2023-12-31 |
2 |
$0 |
1 |
|
| IFP Advisors Inc |
3015 |
- |
2023-12-31 |
10 |
$0 |
-1,000 |
|
| PROSPERA FINANCIAL SERVICES |
1089 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,335 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
849 |
*Closed |
2023-12-31 |
0 |
$0 |
-197,779 |
|
| GRADIENT INVESTMENTS LLC |
1611 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
| AE Wealth Management LLC |
2205 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,063 |
|
| Kestra Advisory Services LLC |
2314 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,043 |
|
| MULTIFINANCIAL SECURITIES CORP |
1810 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,687 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
4083 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,774 |
|
| Team Financial Group LLC |
227 |
*New |
2023-12-31 |
10 |
$0 |
10 |
|
|
53 Records found
|
1
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