| |
Institutional
Holders
Total
Institutions:
 |
44  0 |
|
|
Total
shares held :
|
1,209,028 |
|
|
% of shares
held :
|
6.19% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
72,238 |
|
|
% of shares
held change :
|
0.37% |
|
| 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 |
  Motley Fool Wealth Management LLC |
80 |
- |
2023-12-31 |
254,556 |
$7,008,000 |
13,195 |
|
| LPL FINANCIAL CORP |
1838 |
- |
2023-12-31 |
141,211 |
$3,928,000 |
-372 |
|
| JANE STREET GROUP LLC |
1994 |
- |
2023-12-31 |
107,180 |
$2,982,000 |
107,180 |
|
| CAPROCK Group Inc. |
95 |
- |
2023-12-31 |
91,222 |
$2,538,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1891 |
- |
2023-12-31 |
50,678 |
$1,410,000 |
-500 |
|
| CREATIVE PLANNING |
1101 |
- |
2023-12-31 |
46,408 |
$1,291,000 |
1,038 |
|
| Financial Gravity Wealth Inc. |
211 |
- |
2023-12-31 |
162,374 |
$1,141,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2651 |
- |
2023-12-31 |
39,805 |
$1,107,000 |
13,813 |
|
| Wedmont Private Capital |
167 |
- |
2024-03-31 |
36,508 |
$1,098,000 |
0 |
|
| Lakeview Capital Partners LLC |
127 |
- |
2023-12-31 |
36,583 |
$1,018,000 |
1,725 |
|
| Advisor Group Holdings Inc. |
2668 |
- |
2023-12-31 |
30,925 |
$860,000 |
-1,623 |
|
| 9258 Wealth Management LLC |
139 |
- |
2023-12-31 |
28,066 |
$781,000 |
0 |
|
| OLD MISSION CAPITAL LLC |
515 |
*New |
2023-12-31 |
25,783 |
$717,000 |
25,783 |
|
| CAPTRUST FINANCIAL ADVISORS |
1800 |
- |
2023-12-31 |
16,180 |
$450,000 |
0 |
|
| Arkadios Wealth Advisors |
|
- |
2023-12-31 |
13,147 |
$366,000 |
0 |
|
| PURE FINANCIAL ADVISORS, INC. |
248 |
- |
2024-03-31 |
10,287 |
$312,000 |
2,853 |
|
| MORGAN STANLEY |
5375 |
- |
2023-12-31 |
10,421 |
$290,000 |
-749 |
|
| ROYAL BANK OF CANADA |
4169 |
- |
2023-12-31 |
10,009 |
$278,000 |
7,263 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2742 |
- |
2024-03-31 |
9,129 |
$277,000 |
-2,735 |
|
| HB Wealth Management LLC |
651 |
- |
2023-12-31 |
9,566 |
$266,000 |
495 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
421 |
- |
2023-12-31 |
9,527 |
$265,000 |
0 |
|
| WADE G W & INC |
364 |
- |
2023-12-31 |
8,974 |
$250,000 |
-1,751 |
|
| BROWN BROTHERS HARRIMAN & CO |
462 |
- |
2023-12-31 |
8,617 |
$240,000 |
0 |
|
| BARTLETT & CO. LLC |
444 |
- |
2023-12-31 |
8,285 |
$231,000 |
430 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
445 |
- |
2023-12-31 |
8,285 |
$231,000 |
430 |
|
| Patten Group Inc. |
236 |
*New |
2024-03-31 |
7,510 |
$228,000 |
7,510 |
|
| GYL Financial Synergies LLC |
352 |
*New |
2023-12-31 |
7,432 |
$207,000 |
7,432 |
|
| FMR LLC |
2905 |
- |
2023-12-31 |
5,245 |
$146,000 |
0 |
|
| Your Advocates Ltd. LLP |
34 |
- |
2023-12-31 |
4,528 |
$126,000 |
-1,591 |
|
| Key Financial Inc |
290 |
- |
2023-12-31 |
3,975 |
$111,000 |
0 |
|
| Blume Capital Management Inc. |
128 |
- |
2023-12-31 |
4,000 |
$111,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
622 |
- |
2023-12-31 |
2,251 |
$63,000 |
84 |
|
| Financial Avengers Inc. |
63 |
- |
2023-12-31 |
1,487 |
$41,000 |
77 |
|
| BANK OF AMERICA CORP /DE/ |
5548 |
*New |
2023-12-31 |
1,383 |
$38,000 |
1,383 |
|
| Scarborough Advisors LLC |
202 |
*New |
2023-12-31 |
1,320 |
$37,000 |
1,320 |
|
| SJS Investment Consulting Inc. |
260 |
- |
2024-03-31 |
824 |
$25,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1667 |
- |
2024-03-31 |
796 |
$24,000 |
482 |
|
| HARBOUR INVESTMENTS INC. |
1899 |
- |
2023-12-31 |
641 |
$18,000 |
0 |
|
| Parallel Advisors LLC |
2125 |
- |
2023-12-31 |
492 |
$14,000 |
26 |
|
| CALDWELL SUTTER CAPITAL INC. |
540 |
*New |
2024-03-31 |
358 |
$11,000 |
358 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2615 |
- |
2023-12-31 |
335 |
$9,000 |
0 |
|
| CWM LLC |
3580 |
*New |
2024-03-31 |
184 |
$6,000 |
184 |
|
| US BANCORP |
3726 |
- |
2023-12-31 |
40 |
$1,000 |
0 |
|
| Planned Solutions Inc. |
210 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,123 |
|
| WELLS FARGO & CO/MN |
6161 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
| WEBSTER BANK |
613 |
*Closed |
2024-03-31 |
0 |
$0 |
-339 |
|
| DHJJ Financial Advisors Ltd. |
723 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| PROEQUITIES INC. |
6836 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| GTS SECURITIES LLC |
1680 |
*Closed |
2023-12-31 |
0 |
$0 |
-66,541 |
|
| Geneos Wealth Management Inc. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-1,689 |
|
| CITADEL ADVISORS LLC |
6431 |
*Closed |
2023-12-31 |
0 |
$0 |
-32,341 |
|
| UBS Group AG |
8550 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,047 |
|
|
52 Records found
|
1
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