| |
Institutional
Holders
Total
Institutions:
 |
36  3 |
|
|
Total
shares held :
|
4,175,625 |
|
|
% of shares
held :
|
20.37% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
-338,164 |
|
|
% of shares
held change :
|
-1.65% |
|
| 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 |
  Aptus Capital Advisors LLC |
10 |
- |
2024-03-31 |
1,948,260 |
$81,807,000 |
33,360 |
|
| Second Line Capital LLC |
8 |
- |
2024-03-31 |
356,443 |
$14,967,000 |
1,346 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1552 |
- |
2024-03-31 |
224,492 |
$9,426,000 |
6,031 |
|
| Waterloo Capital L.P. |
21 |
- |
2024-03-31 |
212,738 |
$8,933,000 |
-5,566 |
|
| FIRST HEARTLAND CONSULTANTS INC |
32 |
- |
2024-03-31 |
204,072 |
$8,569,000 |
-73,855 |
|
| Integrated Wealth Concepts LLC |
214 |
- |
2024-03-31 |
169,254 |
$7,108,000 |
7,555 |
|
| Bienville Capital Management LLC |
19 |
- |
2024-03-31 |
133,523 |
$5,607,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
32 |
- |
2024-03-31 |
102,336 |
$4,295,000 |
-5,221 |
|
| Sugarloaf Wealth Management LLC |
34 |
- |
2024-03-31 |
61,364 |
$2,577,000 |
-11,753 |
|
| SILVER OAK SECURITIES Inc |
66 |
- |
2024-03-31 |
58,739 |
$2,466,000 |
218 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1802 |
- |
2024-03-31 |
45,827 |
$1,924,000 |
25,092 |
|
| One + One Wealth Management LLC |
32 |
- |
2024-03-31 |
36,869 |
$1,548,000 |
-6,664 |
|
| LPL FINANCIAL CORP |
2914 |
- |
2024-03-31 |
30,383 |
$1,276,000 |
-7,541 |
|
| MBE Wealth Management LLC |
23 |
- |
2024-03-31 |
27,574 |
$1,158,000 |
-26,252 |
|
| Foundations Investment Advisors LLC |
307 |
*New |
2024-03-31 |
26,390 |
$1,108,000 |
26,390 |
|
| BROGAN FINANCIAL INC. |
8 |
- |
2024-03-31 |
25,796 |
$1,083,000 |
1,047 |
|
| Golden State Equity Partners |
100 |
- |
2023-12-31 |
28,169 |
$1,083,000 |
-6,567 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2089 |
- |
2024-03-31 |
22,422 |
$942,000 |
-4,082 |
|
| BBK Capital Partners LLC |
175 |
- |
2024-03-31 |
17,656 |
$741,000 |
-230 |
|
| ADVISORY SERVICES NETWORK, LLC |
861 |
- |
2024-03-31 |
15,076 |
$633,000 |
-14,189 |
|
| Atomi Financial Group Inc. |
285 |
- |
2024-03-31 |
14,363 |
$603,000 |
1,403 |
|
| CITADEL ADVISORS LLC |
3553 |
- |
2024-03-31 |
14,155 |
$594,000 |
4,680 |
|
| Advisor Resource Council |
109 |
- |
2024-03-31 |
13,611 |
$523,000 |
13 |
|
| United Advisor Group LLC |
117 |
*New |
2024-03-31 |
11,837 |
$497,000 |
11,837 |
|
| Axim Planning & Wealth |
9 |
- |
2024-03-31 |
11,390 |
$478,000 |
646 |
|
| OLD MISSION CAPITAL LLC |
672 |
- |
2024-03-31 |
7,759 |
$326,000 |
7,759 |
|
| Jacobi Capital Management LLC |
405 |
- |
2024-03-31 |
6,732 |
$283,000 |
-507 |
|
| WOLVERINE TRADING LLC |
852 |
- |
2024-03-31 |
6,269 |
$263,000 |
-51,056 |
|
| Signal Advisors Wealth LLC |
281 |
*New |
2024-03-31 |
4,913 |
$206,000 |
4,913 |
|
| Advisor Group Holdings Inc. |
3677 |
- |
2024-03-31 |
4,663 |
$196,000 |
-130 |
|
| Coppell Advisory Solutions LLC |
314 |
*New |
2023-12-31 |
3,608 |
$139,000 |
3,608 |
|
| Global Retirement Partners LLC |
1032 |
- |
2024-03-31 |
2,593 |
$109,000 |
-852 |
|
| J P MORGAN CHASE & CO |
4443 |
- |
2024-03-31 |
2,541 |
$107,000 |
-4 |
|
| ROYAL BANK OF CANADA |
5206 |
- |
2024-03-31 |
600 |
$25,000 |
0 |
|
| CWM LLC |
3249 |
- |
2024-03-31 |
256 |
$11,000 |
0 |
|
| Financial Gravity Wealth Inc. |
435 |
*New |
2024-03-31 |
255 |
$11,000 |
255 |
|
| UBS Group AG |
6322 |
- |
2024-03-31 |
130 |
$5,000 |
-597 |
|
| FinTrust Capital Advisors LLC |
1052 |
- |
2024-03-31 |
59 |
$2,000 |
59 |
|
| PROEQUITIES INC. |
3250 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ORG Partners LLC |
734 |
*Closed |
2024-03-31 |
0 |
$0 |
-246,611 |
|
| S.C. Financial Services Inc. |
134 |
*Closed |
2022-12-31 |
0 |
$0 |
-14,017 |
|
| WELLS FARGO & CO/MN |
6976 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
| Cape Investment Advisory Inc. |
1147 |
*Closed |
2023-12-31 |
0 |
$0 |
-276 |
|
| MORGAN STANLEY |
7771 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
|
44 Records found
|
1
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