|
Institutional
Holders
Total
Institutions:
|
35 6 |
|
Total
shares held :
|
1,303,867 |
|
% of shares
held :
|
14.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-1,116,357 |
|
% of shares
held change :
|
-12.4% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
1008 |
- |
2023-12-31 |
252,608 |
$5,747,000 |
-654,711 |
|
AE Wealth Management LLC |
574 |
*New |
2023-12-31 |
224,866 |
$5,102,000 |
224,866 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1215 |
- |
2024-03-31 |
181,554 |
$4,270,000 |
3,176 |
|
Global Retirement Partners LLC |
190 |
- |
2024-03-31 |
121,567 |
$2,859,000 |
-1,395 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1436 |
- |
2024-03-31 |
64,744 |
$1,523,000 |
39,351 |
|
Advisor Group Holdings Inc. |
2421 |
- |
2023-12-31 |
48,218 |
$1,097,000 |
-147,229 |
|
EWG Elevate Inc. |
63 |
*New |
2024-03-31 |
44,176 |
$1,039,000 |
44,176 |
|
1776 WEALTH LLC |
41 |
- |
2023-12-31 |
36,682 |
$834,000 |
2,200 |
|
Cetera Investment Advisers |
1226 |
- |
2023-12-31 |
35,632 |
$811,000 |
-585 |
|
Prosperity Consulting Group LLC |
81 |
- |
2023-12-31 |
31,389 |
$714,000 |
-8,657 |
|
Goss Wealth Management LLC |
1102 |
- |
2023-12-31 |
30,955 |
$698,000 |
-5,140 |
|
HARBOUR INVESTMENTS INC. |
506 |
- |
2023-12-31 |
24,069 |
$548,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
73 |
- |
2024-03-31 |
23,077 |
$543,000 |
11,477 |
|
ENVESTNET ASSET MANAGEMENT INC |
3316 |
- |
2023-12-31 |
21,402 |
$487,000 |
-4,160 |
|
Integrity Financial Corp /WA |
55 |
*New |
2023-12-31 |
21,167 |
$482,000 |
21,167 |
|
H D Vest Advisory Services |
1030 |
*New |
2023-12-31 |
20,167 |
$459,000 |
20,167 |
|
DHJJ Financial Advisors Ltd. |
93 |
- |
2024-03-31 |
17,756 |
$418,000 |
6,566 |
|
FINANCIAL NETWORK |
2047 |
*New |
2023-12-31 |
17,516 |
$398,000 |
17,516 |
|
RAYMOND JAMES & ASSOCIATES |
3238 |
- |
2024-03-31 |
15,134 |
$356,000 |
4,886 |
|
CITADEL ADVISORS LLC |
3928 |
*New |
2023-12-31 |
15,403 |
$350,000 |
15,403 |
|
SageView Advisory Group LLC |
418 |
- |
2023-12-31 |
14,360 |
$327,000 |
0 |
|
Streettalk Advisors LLC |
330 |
*New |
2023-12-31 |
13,436 |
$306,000 |
13,436 |
|
Resources Investment Advisors Inc. |
919 |
*New |
2023-12-31 |
12,681 |
$288,000 |
12,681 |
|
IFRAH FINANCIAL SERVICES INC |
168 |
- |
2023-12-31 |
12,137 |
$276,000 |
-683 |
|
Ferguson Shapiro LLC |
38 |
*New |
2024-03-31 |
11,000 |
$259,000 |
11,000 |
|
SOA Wealth Advisors LLC. |
165 |
- |
2024-03-31 |
10,335 |
$243,000 |
1,105 |
|
MARINER WEALTH ADVISORS, LLC |
2568 |
- |
2023-12-31 |
10,130 |
$230,000 |
0 |
|
Cypress Wealth Services LLC |
234 |
- |
2024-03-31 |
9,756 |
$229,000 |
0 |
|
Ignite Planners LLC |
252 |
*New |
2024-03-31 |
9,780 |
$229,000 |
9,780 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4859 |
- |
2023-12-31 |
8,987 |
$204,000 |
8,987 |
|
IFP Advisors Inc |
1115 |
- |
2023-12-31 |
5,815 |
$132,000 |
1,522 |
|
NBC SECURITIES INC. |
1230 |
- |
2024-03-31 |
1,511 |
$35,000 |
0 |
|
Capital Analysts Inc. |
777 |
*New |
2023-12-31 |
949 |
$22,000 |
949 |
|
Sunbelt Securities Inc. |
1182 |
- |
2024-03-31 |
500 |
$12,000 |
0 |
|
J P MORGAN CHASE & CO |
5553 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,813 |
|
OLD MISSION CAPITAL LLC |
899 |
*Closed |
2023-12-31 |
0 |
$0 |
-34,941 |
|
Mutual Advisors LLC |
1006 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,475 |
|
Arlington Capital Management Inc. |
100 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,111 |
|
Advisory Resource Group |
150 |
*Closed |
2023-12-31 |
0 |
$0 |
-34,447 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
96 |
*Closed |
2023-12-31 |
0 |
$0 |
-30,916 |
|
UBS Group AG |
7735 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,412 |
|
PROEQUITIES INC. |
7282 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
ALTFEST L J & CO INC |
326 |
*Closed |
2024-03-31 |
0 |
$0 |
-42,308 |
|
Grant Street Asset Management Inc. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-708,501 |
|
Vista Private Wealth Partners. LLC |
99 |
*Closed |
2023-12-31 |
0 |
$0 |
-162,805 |
|
|
45 Records found
|
1
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