| |
Institutional
Holders
Total
Institutions:
 |
24  6 |
|
|
Total
shares held :
|
1,740,229 |
|
|
% of shares
held :
|
84.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
320,328 |
|
|
% of shares
held change :
|
15.55% |
|
| 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 |
  WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
26 |
*New |
2024-03-31 |
4,772,916 |
$242,822,000 |
4,772,916 |
|
| Gratus Capital LLC |
5 |
- |
2023-12-31 |
998,757 |
$50,522,000 |
-127,496 |
|
| Requisite Capital Management LLC |
11 |
- |
2024-03-31 |
130,116 |
$6,650,000 |
1,146 |
|
| Congress Wealth Management LLC / DE / |
237 |
- |
2024-03-31 |
87,706 |
$4,462,000 |
27,400 |
|
| Sage Mountain Advisors LLC |
37 |
- |
2024-03-31 |
72,451 |
$3,686,000 |
49,851 |
|
| CAMARDA FINANCIAL ADVISORS, LLC |
15 |
- |
2023-12-31 |
71,675 |
$3,626,000 |
35,164 |
|
| MECHANICS BANK TRUST DEPARTMENT |
60 |
- |
2024-03-31 |
59,950 |
$3,050,000 |
42,500 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
298 |
- |
2024-03-31 |
55,210 |
$2,809,000 |
-4,876 |
|
| Precision Wealth Strategies LLC |
8 |
*New |
2024-03-31 |
54,705 |
$2,783,000 |
54,705 |
|
| STIFEL FINANCIAL CORP |
1475 |
- |
2023-12-31 |
52,750 |
$2,668,000 |
46,296 |
|
| Goss Wealth Management LLC |
568 |
- |
2023-12-31 |
50,367 |
$2,556,000 |
39,929 |
|
| Heritage Trust Co |
83 |
*New |
2023-12-31 |
47,313 |
$2,393,000 |
47,313 |
|
| Lewis Asset Management LLC |
|
- |
2024-03-31 |
43,267 |
$2,201,000 |
1,594 |
|
| UBS Group AG |
2911 |
- |
2023-12-31 |
36,594 |
$1,851,000 |
36,451 |
|
| SENTINEL PENSION ADVISORS INC |
34 |
- |
2023-12-31 |
35,427 |
$1,792,000 |
11,244 |
|
| Secure Asset Management LLC |
|
- |
2024-03-31 |
29,354 |
$1,493,000 |
1,804 |
|
| LPL FINANCIAL CORP |
2745 |
- |
2023-12-31 |
26,723 |
$1,352,000 |
19,001 |
|
| ISLAY CAPITAL MANAGEMENT LLC |
50 |
- |
2023-12-31 |
17,500 |
$885,000 |
7,500 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2394 |
- |
2024-03-31 |
15,591 |
$793,000 |
387 |
|
| Concurrent Investment Advisors LLC |
479 |
- |
2023-12-31 |
10,498 |
$531,000 |
0 |
|
| JANE STREET GROUP LLC |
4032 |
- |
2023-12-31 |
8,899 |
$450,000 |
-24,386 |
|
| Crescent Grove Advisors LLC |
|
- |
2024-03-31 |
6,431 |
$329,000 |
-1,606 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
212 |
- |
2023-12-31 |
5,992 |
$304,000 |
537 |
|
| Richard P Slaughter Associates Inc |
125 |
*New |
2024-03-31 |
5,261 |
$268,000 |
5,261 |
|
| BANK OF MONTREAL /CAN/ |
2505 |
*New |
2023-12-31 |
4,743 |
$239,000 |
4,743 |
|
| BENJAMIN EDWARDS INC |
412 |
- |
2024-03-31 |
1,905 |
$97,000 |
423 |
|
| Advisor Group Holdings Inc. |
5886 |
- |
2023-12-31 |
131 |
$7,000 |
-171 |
|
| CWM LLC |
4178 |
*New |
2024-03-31 |
17 |
$1,000 |
17 |
|
| GTS SECURITIES LLC |
1527 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,679 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IFP Advisors Inc |
3108 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,332 |
|
|
31 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
