Security key
003263100
CUSIP: 003263100
Security key
003263100
Report period
Q1 2019
Institutions
47
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. |
13F
|
Company |
—
class O/S missing
|
299,341
|
$18,907,000 | — | 31 Dec 2018 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
204,771
|
$12,933,000 | — | 31 Dec 2018 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
169,922
|
$10,801,000 | — | 31 Dec 2018 | |
| FLC Capital Advisors |
13F
|
Company |
—
class O/S missing
|
115,811
|
$7,315,000 | — | 31 Dec 2018 | |
| Peak Financial Management, Inc. |
13F
|
Company |
—
class O/S missing
|
93,955
|
$5,934,000 | — | 31 Dec 2018 | |
| Courage Miller Partners, LLC |
13F
|
Company |
—
class O/S missing
|
76,242
|
$4,815,000 | — | 31 Dec 2018 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
59,303
|
$3,746,000 | — | 31 Dec 2018 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
56,614
|
$3,576,000 | — | 31 Dec 2018 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
47,411
|
$2,995,000 | — | 31 Dec 2018 | |
| IFP Advisors, Inc |
13F
|
Company |
—
class O/S missing
|
24,883
|
$1,566,000 | — | 31 Dec 2018 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
23,445
|
$1,481,000 | — | 31 Dec 2018 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
16,932
|
$1,069,000 | — | 31 Dec 2018 | |
| Vanguard Capital Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
16,399
|
$1,035,000 | — | 31 Dec 2018 | |
| Virtu Financial LLC |
13F
|
Company |
—
class O/S missing
|
11,573
|
$731,000 | — | 31 Dec 2018 | |
| IFG Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
11,180
|
$682,000 | — | 31 Dec 2018 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
10,290
|
$650,000 | — | 31 Dec 2018 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
9,290
|
$586,000 | — | 31 Dec 2018 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
9,266
|
$585,000 | — | 31 Dec 2018 | |
| AdvisorNet Financial, Inc |
13F
|
Company |
—
class O/S missing
|
8,917
|
$563,000 | — | 31 Dec 2018 | |
| RWA WEALTH PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
8,775
|
$554,000 | — | 31 Dec 2018 | |
| Advisor Group, Inc. |
13F
|
Company |
—
class O/S missing
|
8,281
|
$523,000 | — | 31 Dec 2018 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
7,065
|
$446,000 | — | 31 Dec 2018 | |
| 361 CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
6,557
|
$414,000 | — | 31 Dec 2018 | |
| Cardan Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
5,322
|
$336,000 | — | 31 Dec 2018 | |
| SignalPoint Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
4,911
|
$310,000 | — | 31 Dec 2018 | |
| Cutter & CO Brokerage, Inc. |
13F
|
Company |
—
class O/S missing
|
4,850
|
$306,000 | — | 31 Dec 2018 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
4,780
|
$302,000 | — | 31 Dec 2018 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
4,637
|
$297,000 | — | 31 Dec 2018 | |
| Claraphi Advisory Network, LLC |
13F
|
Company |
—
class O/S missing
|
3,678
|
$232,000 | — | 31 Dec 2018 | |
| Clarus Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
1,499
|
$95,000 | — | 31 Dec 2018 | |
| Watermark Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
1,145
|
$72,000 | — | 31 Dec 2018 | |
| Rehmann Capital Advisory Group |
13F
|
Company |
—
class O/S missing
|
676
|
$42,696 | — | 31 Dec 2018 | |
| Global Retirement Partners, LLC |
13F
|
Company |
—
class O/S missing
|
550
|
$35,000 | — | 31 Dec 2018 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
—
class O/S missing
|
440
|
$28,000 | — | 31 Dec 2018 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
360
|
$23,000 | — | 31 Dec 2018 | |
| River Wealth Advisors LLC |
13F
|
Company |
—
class O/S missing
|
313
|
$20,000 | — | 31 Dec 2018 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
—
class O/S missing
|
300
|
$19,000 | — | 31 Dec 2018 | |
| MassMutual Private Wealth & Trust, FSB |
13F
|
Company |
—
class O/S missing
|
277
|
$17,495 | — | 31 Dec 2018 | |
| Guidant Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
274
|
$17,000 | — | 31 Dec 2018 | |
| Ledyard National Bank |
13F
|
Company |
—
class O/S missing
|
250
|
$16,000 | — | 31 Dec 2018 | |
| American Portfolios Advisors |
13F
|
Company |
—
class O/S missing
|
200
|
$12,632 | — | 31 Dec 2018 | |
| Claro Advisors Inc. |
13F
|
Company |
—
class O/S missing
|
200
|
$12,000 | — | 31 Dec 2018 | |
| Tradewinds Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
197
|
$12,000 | — | 31 Dec 2018 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
171
|
$11,000 | — | 31 Dec 2018 | |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
13F
|
Company |
—
class O/S missing
|
150
|
$9,000 | — | 31 Dec 2018 | |
| Horrell Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
500
|
$8,000 | — | 31 Dec 2018 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
123
|
$8,000 | — | 31 Dec 2018 | |
| Sargent Bickham Lagudis LLC |
13F
|
Company |
—
class O/S missing
|
100
|
$6,000 | — | 31 Dec 2018 | |
| Elmwood Wealth Management, Inc. |
13F
|
Company |
—
class O/S missing
|
91
|
$6,000 | — | 31 Dec 2018 | |
| MKD WEALTH COACHES, LLC |
13F
|
Company |
—
class O/S missing
|
69
|
$4,000 | — | 31 Dec 2018 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q4 2018 Shares | Q1 2019 Shares | Share Diff | Share Chg % | Q4 2018 Value $ | Q1 2019 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).