| |
Institutional
Holders
Total
Institutions:
 |
23  3 |
|
|
Total
shares held :
|
2,861,075 |
|
|
% of shares
held :
|
31.79% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
89,563 |
|
|
% of shares
held change :
|
1% |
|
| 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 |
  Lloyd Advisory Services LLC. |
4 |
- |
2024-03-31 |
637,328 |
$15,263,000 |
453,249 |
|
| AE Wealth Management LLC |
296 |
- |
2023-12-31 |
1,098,741 |
$14,976,000 |
161,200 |
|
| WJ Interests LLC |
8 |
- |
2024-03-31 |
656,763 |
$8,768,000 |
-43,912 |
|
| STAPP WEALTH MANAGEMENT PLLC |
6 |
- |
2024-03-31 |
224,612 |
$2,999,000 |
13,878 |
|
| JANE STREET GROUP LLC |
2042 |
- |
2023-12-31 |
200,832 |
$2,854,000 |
15,875 |
|
| BlackDiamond Wealth Management Inc. |
33 |
*New |
2023-12-31 |
85,606 |
$1,157,000 |
85,606 |
|
| FLOW TRADERS U.S. LLC |
342 |
*New |
2023-12-31 |
67,893 |
$965,000 |
67,893 |
|
| BANK OF MONTREAL /CAN/ |
1732 |
*New |
2023-12-31 |
57,000 |
$822,000 |
57,000 |
|
| Great Lakes Retirement Inc. |
153 |
- |
2023-12-31 |
47,388 |
$673,000 |
-6,598 |
|
| Simplify Asset Management Inc. |
73 |
- |
2023-12-31 |
44,169 |
$628,000 |
-92,947 |
|
| OLD MISSION CAPITAL LLC |
790 |
*New |
2023-12-31 |
16,850 |
$239,000 |
16,850 |
|
| Professional Financial Advisors LLC |
95 |
- |
2024-03-31 |
17,723 |
$237,000 |
-43,609 |
|
| CITADEL ADVISORS LLC |
4375 |
- |
2023-12-31 |
14,834 |
$211,000 |
1,634 |
|
| Authentikos Wealth Advisory LLC |
58 |
- |
2023-12-31 |
13,318 |
$189,000 |
-2,635 |
|
| ROYAL BANK OF CANADA |
5775 |
*New |
2023-12-31 |
723 |
$10,000 |
723 |
|
| UBS Group AG |
6086 |
- |
2023-12-31 |
704 |
$10,000 |
-853 |
|
| Advisor Group Holdings Inc. |
5728 |
- |
2023-12-31 |
697 |
$10,000 |
0 |
|
| Pineridge Advisors LLC |
|
- |
2023-12-31 |
623 |
$9,000 |
0 |
|
| IFP Advisors Inc |
2463 |
- |
2023-12-31 |
273 |
$4,000 |
-101 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
587 |
- |
2023-12-31 |
192 |
$3,000 |
-88 |
|
| Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
54 |
$1,000 |
16 |
|
| TUCKER ASSET MANAGEMENT LLC |
993 |
*New |
2023-12-31 |
23 |
$0 |
23 |
|
| Atlas Financial Advisors Inc. |
38 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,265 |
|
| Resources Investment Advisors Inc. |
1129 |
*Closed |
2023-12-31 |
0 |
$0 |
-261,084 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| REGAL INVESTMENT ADVISORS, LLC |
559 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,721 |
|
| MORGAN STANLEY |
7703 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| B.O.S.S. Retirement Advisors LLC |
216 |
*Closed |
2024-03-31 |
0 |
$0 |
-54,980 |
|
|
28 Records found
|
1
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