|
Institutional
Holders
Total
Institutions:
|
71 4 |
|
Total
shares held :
|
6,509,609 |
|
% of shares
held :
|
72.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
888,426 |
|
% of shares
held change :
|
9.87% |
|
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 |
Inspire Advisors LLC |
3 |
- |
2023-12-31 |
2,182,724 |
$64,456,000 |
459,994 |
|
Ambassador Advisors LLC |
4 |
- |
2023-12-31 |
636,965 |
$18,159,000 |
-39,418 |
|
PAX Financial Group LLC |
3 |
- |
2023-12-31 |
548,508 |
$15,704,000 |
24,462 |
|
Change Path LLC |
26 |
- |
2023-12-31 |
443,331 |
$13,092,000 |
5,273 |
|
CWM Advisors LLC |
5 |
- |
2023-12-31 |
429,797 |
$12,692,000 |
91,868 |
|
Fiduciary Alliance LLC |
18 |
- |
2024-03-31 |
302,976 |
$9,074,000 |
8,761 |
|
Legacy Wealth Asset Management LLC |
8 |
- |
2024-03-31 |
138,224 |
$4,149,000 |
8,786 |
|
EverSource Wealth Advisors LLC |
66 |
- |
2023-12-31 |
139,752 |
$4,127,000 |
25,774 |
|
Frontier Asset Management LLC |
21 |
- |
2023-12-31 |
119,786 |
$3,537,000 |
22,413 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1026 |
- |
2024-03-31 |
100,483 |
$3,016,000 |
9,934 |
|
Bare Financial Services Inc |
6 |
- |
2023-12-31 |
101,259 |
$2,990,000 |
0 |
|
Advisor Group Holdings Inc. |
1551 |
- |
2023-12-31 |
99,869 |
$2,949,000 |
-86,208 |
|
OneAscent Financial Services LLC |
57 |
- |
2024-03-31 |
91,644 |
$2,751,000 |
34,304 |
|
JANE STREET GROUP LLC |
2135 |
*New |
2023-12-31 |
87,415 |
$2,581,000 |
87,415 |
|
OLD MISSION CAPITAL LLC |
225 |
*New |
2023-12-31 |
84,019 |
$2,481,000 |
84,019 |
|
GTS SECURITIES LLC |
385 |
*New |
2023-12-31 |
69,846 |
$2,063,000 |
69,846 |
|
Belpointe Asset Management LLC |
117 |
- |
2023-12-31 |
62,814 |
$1,855,000 |
-6,099 |
|
LPL FINANCIAL CORP |
2515 |
- |
2023-12-31 |
58,420 |
$1,725,000 |
-738 |
|
SILVER OAK SECURITIES Inc |
103 |
- |
2023-12-31 |
56,090 |
$1,656,000 |
51,079 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
824 |
- |
2023-12-31 |
56,012 |
$1,654,000 |
34,059 |
|
Range Financial Group LLC |
32 |
- |
2024-03-31 |
54,693 |
$1,642,000 |
2,339 |
|
ATRIA INVESTMENTS LLC |
683 |
- |
2023-12-31 |
54,291 |
$1,603,000 |
1,437 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
98 |
- |
2024-03-31 |
50,554 |
$1,518,000 |
-18,680 |
|
Kestra Advisory Services LLC |
977 |
- |
2023-12-31 |
45,163 |
$1,334,000 |
-17,332 |
|
FLOW TRADERS U.S. LLC |
288 |
- |
2023-12-31 |
44,775 |
$1,322,000 |
-6,667 |
|
Strategic Blueprint LLC |
213 |
- |
2024-03-31 |
41,118 |
$1,234,000 |
-6,546 |
|
ENVESTNET ASSET MANAGEMENT INC |
2831 |
- |
2023-12-31 |
38,587 |
$1,139,000 |
-874 |
|
WorthPointe LLC |
26 |
- |
2023-12-31 |
34,565 |
$1,021,000 |
16,718 |
|
TRUST POINT INC. |
170 |
- |
2024-03-31 |
31,868 |
$957,000 |
13,219 |
|
Atria Wealth Solutions Inc. |
955 |
- |
2023-12-31 |
27,254 |
$805,000 |
-106 |
|
LifeGuide Financial Advisors LLC |
21 |
- |
2024-03-31 |
26,333 |
$791,000 |
1,781 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2219 |
- |
2024-03-31 |
25,056 |
$752,000 |
-566 |
|
Envestnet Portfolio Solutions Inc. |
962 |
- |
2023-12-31 |
20,865 |
$616,000 |
5,386 |
|
Whitaker-Myers Wealth Managers LTD. |
57 |
- |
2024-03-31 |
16,914 |
$508,000 |
1,493 |
|
AE Wealth Management LLC |
1418 |
- |
2023-12-31 |
17,599 |
$507,000 |
390 |
|
ADVISORY SERVICES NETWORK, LLC |
898 |
- |
2023-12-31 |
16,898 |
$499,000 |
-3,407 |
|
MML INVESTORS SERVICES LLC |
1762 |
*New |
2023-12-31 |
16,656 |
$492,000 |
16,656 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2919 |
- |
2024-03-31 |
14,278 |
$429,000 |
2,458 |
|
Cetera Investment Advisers |
1624 |
- |
2023-12-31 |
13,235 |
$391,000 |
1,707 |
|
Security Financial Services INC. |
118 |
- |
2024-03-31 |
12,852 |
$386,000 |
2,826 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
11,279 |
$339,000 |
737 |
|
AlphaStar Capital Management LLC |
218 |
- |
2023-12-31 |
11,463 |
$339,000 |
-6,117 |
|
TrueWealth Advisors LLC |
135 |
- |
2024-03-31 |
10,863 |
$326,000 |
423 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4344 |
*New |
2023-12-31 |
10,785 |
$318,000 |
10,785 |
|
H D Vest Advisory Services |
1215 |
- |
2023-12-31 |
10,372 |
$306,000 |
51 |
|
Harvest Investment Services LLC |
149 |
- |
2023-12-31 |
10,050 |
$297,000 |
-9 |
|
CITADEL ADVISORS LLC |
4119 |
- |
2023-12-31 |
9,750 |
$288,000 |
-46,996 |
|
TCG Advisory Services LLC |
333 |
*New |
2023-12-31 |
9,000 |
$266,000 |
9,000 |
|
Blueprint Investment Partners LLC |
124 |
- |
2023-12-31 |
7,518 |
$222,000 |
-176 |
|
Wealthcare Advisory Partners LLC |
749 |
- |
2024-03-31 |
7,173 |
$215,000 |
-726 |
|
Merit Financial Group LLC |
721 |
- |
2023-12-31 |
6,937 |
$205,000 |
-13,448 |
|
CWM LLC |
1579 |
- |
2024-03-31 |
5,595 |
$168,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
124 |
- |
2023-12-31 |
5,002 |
$148,000 |
-60 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
4,429 |
$133,000 |
1,064 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
3,848 |
$114,000 |
0 |
|
Parallel Advisors LLC |
1172 |
- |
2023-12-31 |
2,874 |
$85,000 |
0 |
|
Clarity Asset Management Inc. |
55 |
- |
2023-12-31 |
2,669 |
$79,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,697 |
$51,000 |
0 |
|
NBC SECURITIES INC. |
1469 |
- |
2024-03-31 |
635 |
$19,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2606 |
- |
2023-12-31 |
611 |
$18,000 |
6 |
|
FMR LLC |
3895 |
- |
2023-12-31 |
555 |
$16,000 |
554 |
|
JFS WEALTH ADVISORS, LLC |
|
*New |
2024-03-31 |
471 |
$14,000 |
471 |
|
Venturi Wealth Management LLC |
844 |
- |
2024-03-31 |
455 |
$14,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1646 |
- |
2024-03-31 |
385 |
$12,000 |
0 |
|
Winch Advisory Services LLC |
268 |
- |
2023-12-31 |
283 |
$8,000 |
4 |
|
Castleview Partners LLC |
535 |
*New |
2023-12-31 |
265 |
$8,000 |
265 |
|
IAG Wealth Partners LLC |
354 |
- |
2024-03-31 |
224 |
$7,000 |
34 |
|
PRINCIPAL SECURITIES INC. |
2369 |
- |
2023-12-31 |
221 |
$7,000 |
0 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
151 |
$4,000 |
-3 |
|
HARBOUR INVESTMENTS INC. |
2641 |
- |
2023-12-31 |
78 |
$2,000 |
0 |
|
Spire Wealth Management |
2228 |
- |
2024-03-31 |
24 |
$1,000 |
0 |
|
MORGAN STANLEY |
6962 |
*Closed |
2023-12-31 |
0 |
$0 |
-815 |
|
Koss-Olinger Consulting LLC |
136 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,416 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7727 |
*Closed |
2023-12-31 |
0 |
$0 |
-469 |
|
ROYAL BANK OF CANADA |
6638 |
*Closed |
2023-12-31 |
0 |
$0 |
-71 |
|
IFP Advisors Inc |
3187 |
*Closed |
2023-12-31 |
0 |
$0 |
-33 |
|
Sound Stewardship LLC |
68 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,836 |
|
|
78 Records found
|
1
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