|
Institutional
Holders
Total
Institutions:
|
133 24 |
|
Total
shares held :
|
7,562,749 |
|
% of shares
held :
|
79.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
2,946,705 |
|
% of shares
held change :
|
30.86% |
|
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 |
J P MORGAN CHASE & CO |
1325 |
- |
2024-03-31 |
843,020 |
$36,579,000 |
40,821 |
|
FORT PITT CAPITAL GROUP LLC |
35 |
- |
2024-03-31 |
791,646 |
$34,350,000 |
65,125 |
|
Northland Capital Management LLC |
1 |
- |
2024-03-31 |
409,684 |
$17,776,000 |
1,159 |
|
Resources Investment Advisors Inc. |
151 |
- |
2024-03-31 |
186,885 |
$8,109,000 |
17,420 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
979 |
- |
2024-03-31 |
152,611 |
$6,622,000 |
6,955 |
|
MORGAN STANLEY |
3753 |
- |
2024-03-31 |
128,063 |
$5,557,000 |
28,537 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
121 |
- |
2024-03-31 |
121,759 |
$5,283,000 |
18,460 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
61 |
- |
2024-03-31 |
86,515 |
$3,754,000 |
6,471 |
|
Bigelow Investment Advisors LLC |
12 |
- |
2024-03-31 |
70,205 |
$3,046,000 |
4,715 |
|
MYECFO LLC |
15 |
- |
2024-03-31 |
57,164 |
$2,480,000 |
7,529 |
|
TSA Wealth Managment LLC |
23 |
- |
2024-03-31 |
49,411 |
$2,144,000 |
390 |
|
UBS Group AG |
2910 |
- |
2024-03-31 |
49,132 |
$2,132,000 |
553 |
|
AMERIPRISE FINANCIAL INC |
2791 |
- |
2024-03-31 |
46,951 |
$2,037,000 |
8,581 |
|
OLD MISSION CAPITAL LLC |
234 |
- |
2024-03-31 |
45,187 |
$1,961,000 |
35,824 |
|
KICKSTAND VENTURES LLC. |
40 |
- |
2024-03-31 |
43,842 |
$1,902,000 |
259 |
|
LPL FINANCIAL CORP |
2585 |
- |
2024-03-31 |
41,267 |
$1,791,000 |
1,334 |
|
Quotient Wealth Partners LLC |
83 |
- |
2024-03-31 |
39,104 |
$1,697,000 |
13 |
|
Private Advisor Group LLC |
898 |
- |
2024-03-31 |
38,674 |
$1,678,000 |
12 |
|
DMG Group LLC |
15 |
- |
2024-03-31 |
37,584 |
$1,631,000 |
1,981 |
|
Horst & Graben Wealth Management LLC |
43 |
- |
2024-03-31 |
34,670 |
$1,504,000 |
2,715 |
|
CARDIFF PARK ADVISORS LLC |
76 |
- |
2024-03-31 |
34,185 |
$1,483,000 |
130 |
|
LifePlan Financial LLC |
20 |
- |
2024-03-31 |
33,090 |
$1,436,000 |
6,246 |
|
Robertson Stephens Wealth Management LLC |
185 |
- |
2024-03-31 |
32,217 |
$1,398,000 |
4,572 |
|
PORTLAND GLOBAL ADVISORS LLC |
70 |
- |
2024-03-31 |
24,196 |
$1,050,000 |
24,196 |
|
Argent Advisors Inc. |
73 |
- |
2024-03-31 |
20,755 |
$901,000 |
2,601 |
|
Mayflower Financial Advisors LLC |
153 |
- |
2024-03-31 |
18,876 |
$819,000 |
522 |
|
Cypress Wealth Services LLC |
96 |
- |
2024-03-31 |
18,453 |
$801,000 |
256 |
|
Planned Solutions Inc. |
34 |
- |
2024-03-31 |
16,941 |
$735,000 |
54 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2948 |
- |
2024-03-31 |
16,605 |
$720,000 |
6,083 |
|
CFS Investment Advisory Services LLC |
102 |
- |
2024-03-31 |
15,371 |
$667,000 |
3,393 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
294 |
- |
2024-03-31 |
15,134 |
$657,000 |
8 |
|
WAGNER CAPITAL MANAGEMENT CORP |
192 |
- |
2024-03-31 |
13,950 |
$605,000 |
45 |
|
BEACON FINANCIAL GROUP |
222 |
- |
2024-03-31 |
10,854 |
$471,000 |
5,117 |
|
MML INVESTORS SERVICES LLC |
1857 |
- |
2024-03-31 |
10,214 |
$443,000 |
3,781 |
|
Hoxton Planning & Management LLC |
91 |
- |
2024-03-31 |
9,800 |
$425,000 |
376 |
|
SYNOVUS FINANCIAL CORP |
673 |
- |
2024-03-31 |
9,377 |
$407,000 |
247 |
|
Perigon Wealth Management LLC |
614 |
- |
2024-03-31 |
8,562 |
$372,000 |
1,313 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
377 |
- |
2024-03-31 |
8,180 |
$355,000 |
800 |
|
FIRETHORN WEALTH PARTNERS LLC |
93 |
- |
2024-03-31 |
8,127 |
$353,000 |
137 |
|
Dentgroup LLC |
67 |
- |
2024-03-31 |
6,655 |
$289,000 |
315 |
|
Patten Group Inc. |
224 |
- |
2024-03-31 |
6,543 |
$284,000 |
760 |
|
Patriot Financial Group Insurance Agency LLC |
395 |
- |
2024-03-31 |
6,073 |
$264,000 |
786 |
|
Integrated Wealth Concepts LLC |
1399 |
- |
2024-03-31 |
5,709 |
$248,000 |
409 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
461 |
- |
2024-03-31 |
5,501 |
$239,000 |
468 |
|
Investors Research Corp |
320 |
- |
2024-03-31 |
4,788 |
$208,000 |
272 |
|
One Wealth Advisors LLC |
240 |
- |
2024-03-31 |
4,645 |
$202,000 |
4,645 |
|
FIXED INCOME SECURITIES INC |
1156 |
- |
2024-03-31 |
4,035 |
$175,000 |
2,480 |
|
Carmichael Hill & Associates Inc. |
238 |
- |
2024-03-31 |
1,951 |
$85,000 |
107 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
300 |
- |
2023-12-31 |
1,845 |
$82,000 |
1,180 |
|
TOWER RESEARCH CAPITAL LLC |
2483 |
- |
2024-03-31 |
851 |
$37,000 |
851 |
|
FMR LLC |
3671 |
- |
2024-03-31 |
663 |
$29,000 |
482 |
|
Cape Investment Advisory Inc. |
476 |
- |
2023-12-31 |
608 |
$27,000 |
439 |
|
|
52 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
|
|
|