|
Institutional
Holders
Total
Institutions:
|
39 0 |
|
Total
shares held :
|
1,666,721 |
|
% of shares
held :
|
1.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
109,893 |
|
% of shares
held change :
|
0.12% |
|
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 |
OConnor Financial Group LLC |
4 |
- |
2024-03-31 |
367,643 |
$10,016,000 |
4,891 |
|
Change Path LLC |
44 |
- |
2023-12-31 |
326,702 |
$8,640,000 |
3,495 |
|
Ambassador Advisors LLC |
18 |
- |
2023-12-31 |
190,572 |
$4,927,000 |
6,023 |
|
CWM LLC |
451 |
- |
2024-03-31 |
150,055 |
$4,088,000 |
6,630 |
|
LVZ Advisors Inc. |
21 |
- |
2024-03-31 |
103,854 |
$2,830,000 |
2,298 |
|
CITADEL ADVISORS LLC |
2368 |
- |
2023-12-31 |
70,712 |
$1,870,000 |
53,414 |
|
Sound Stewardship LLC |
31 |
- |
2023-12-31 |
43,183 |
$1,142,000 |
31,576 |
|
LPL FINANCIAL CORP |
3000 |
- |
2023-12-31 |
37,846 |
$1,001,000 |
-2,896 |
|
JANE STREET GROUP LLC |
3242 |
- |
2023-12-31 |
36,151 |
$956,000 |
36,151 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1860 |
- |
2024-03-31 |
29,930 |
$815,000 |
15,393 |
|
OLD MISSION CAPITAL LLC |
487 |
- |
2023-12-31 |
30,706 |
$812,000 |
-55,436 |
|
WorthPointe LLC |
38 |
- |
2023-12-31 |
24,891 |
$658,000 |
10,449 |
|
Frontier Asset Management LLC |
44 |
- |
2023-12-31 |
24,080 |
$637,000 |
-13,307 |
|
EverSource Wealth Advisors LLC |
227 |
- |
2023-12-31 |
22,002 |
$582,000 |
3,194 |
|
GTS SECURITIES LLC |
842 |
*New |
2023-12-31 |
21,523 |
$569,000 |
21,523 |
|
Strategic Blueprint LLC |
367 |
- |
2024-03-31 |
19,492 |
$531,000 |
-6,126 |
|
H D Vest Advisory Services |
981 |
- |
2023-12-31 |
18,708 |
$495,000 |
-2,787 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3814 |
- |
2023-12-31 |
18,215 |
$482,000 |
9,417 |
|
FINANCIAL NETWORK |
1942 |
- |
2023-12-31 |
17,354 |
$459,000 |
26 |
|
J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
16,125 |
$439,000 |
794 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2905 |
- |
2024-03-31 |
16,056 |
$437,000 |
-929 |
|
POLEN CAPITAL MANAGEMENT INC |
104 |
- |
2023-12-31 |
15,875 |
$420,000 |
1,081 |
|
J P MORGAN CHASE & CO |
3799 |
- |
2023-12-31 |
14,939 |
$395,000 |
4,167 |
|
MULTIFINANCIAL SECURITIES CORP |
1278 |
- |
2023-12-31 |
14,371 |
$380,000 |
1,500 |
|
Arete Wealth Advisors LLC |
530 |
- |
2023-12-31 |
12,405 |
$328,000 |
12,405 |
|
Strategic Financial Concepts LLC |
228 |
- |
2024-03-31 |
11,082 |
$302,000 |
217 |
|
OneAscent Wealth Management LLC |
140 |
*New |
2024-03-31 |
9,934 |
$271,000 |
9,934 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
8,569 |
$233,000 |
-314 |
|
Advisor OS LLC |
306 |
*New |
2023-12-31 |
8,441 |
$223,000 |
8,441 |
|
Advisor Group Holdings Inc. |
3929 |
- |
2023-12-31 |
7,290 |
$193,000 |
-4,802 |
|
HHM Wealth Advisors LLC |
182 |
- |
2023-12-31 |
5,020 |
$133,000 |
0 |
|
Ronald Blue Trust Inc. |
|
*New |
2024-03-31 |
1,764 |
$48,000 |
1,764 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
1,759 |
$48,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,058 |
$29,000 |
337 |
|
UBS Group AG |
5626 |
- |
2023-12-31 |
995 |
$26,000 |
524 |
|
ICA Group Wealth Management LLC |
868 |
- |
2023-12-31 |
367 |
$10,000 |
367 |
|
Coppell Advisory Solutions LLC |
973 |
- |
2023-12-31 |
312 |
$8,000 |
2 |
|
JFS WEALTH ADVISORS, LLC |
|
*New |
2024-03-31 |
231 |
$6,000 |
231 |
|
ADVISORY SERVICES NETWORK, LLC |
3057 |
*New |
2023-12-31 |
190 |
$5,000 |
190 |
|
SUMMIT INVESTMENT ADVISORS INC |
2993 |
- |
2023-12-31 |
162 |
$4,000 |
0 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
85 |
$2,000 |
-23 |
|
ENVESTNET ASSET MANAGEMENT INC |
4085 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,742 |
|
MORGAN STANLEY |
7442 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
Coppell Advisory Solutions Corp. |
1121 |
*Closed |
2023-03-31 |
0 |
$0 |
-310 |
|
SILVER OAK SECURITIES Inc |
534 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,104 |
|
Sunbelt Securities Inc. |
1767 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,535 |
|
|
46 Records found
|
1
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