|
Institutional
Holders
Total
Institutions:
|
23 21 |
|
Total
shares held :
|
1,471,051 |
|
% of shares
held :
|
16.35% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
469,851 |
|
% of shares
held change :
|
5.22% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Venturi Wealth Management LLC |
8 |
- |
2024-03-31 |
1,107,036 |
$32,115,000 |
1,071,316 |
|
Capital Group Private Client Services Inc. |
155 |
- |
2024-03-31 |
264,872 |
$7,684,000 |
78,725 |
|
SWEENEY & MICHEL LLC |
14 |
- |
2024-03-31 |
172,594 |
$5,054,000 |
6,561 |
|
LVW Advisors LLC |
23 |
- |
2024-03-31 |
170,079 |
$4,934,000 |
145,442 |
|
FINANCIAL NETWORK |
705 |
- |
2024-03-31 |
141,271 |
$4,098,000 |
77,341 |
|
BURNS WEALTH MANAGEMENT, INC. |
164 |
*New |
2024-03-31 |
119,370 |
$3,463,000 |
119,370 |
|
Confluence Wealth Services Inc. |
51 |
- |
2024-03-31 |
103,831 |
$3,012,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1616 |
- |
2024-03-31 |
86,380 |
$2,506,000 |
26,605 |
|
Mendota Financial Group LLC |
15 |
*New |
2024-03-31 |
78,370 |
$2,274,000 |
78,370 |
|
STIFEL FINANCIAL CORP |
1755 |
- |
2024-03-31 |
65,194 |
$1,891,000 |
12,505 |
|
Kestra Advisory Services LLC |
935 |
- |
2024-03-31 |
60,945 |
$1,768,000 |
22,774 |
|
ROYAL BANK OF CANADA |
2644 |
- |
2024-03-31 |
57,018 |
$1,654,000 |
34,716 |
|
Advisor Group Holdings Inc. |
1926 |
- |
2024-03-31 |
51,485 |
$1,494,000 |
30,090 |
|
CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
419 |
- |
2024-03-31 |
46,000 |
$1,334,000 |
-416,000 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1532 |
- |
2024-03-31 |
45,635 |
$1,324,000 |
11,249 |
|
LPL FINANCIAL CORP |
2962 |
*New |
2024-03-31 |
41,332 |
$1,199,000 |
41,332 |
|
MULTIFINANCIAL SECURITIES CORP |
1112 |
- |
2024-03-31 |
37,904 |
$1,100,000 |
27,527 |
|
JANE STREET GROUP LLC |
3001 |
- |
2024-03-31 |
36,803 |
$1,068,000 |
-35,689 |
|
CITADEL ADVISORS LLC |
3003 |
*New |
2024-03-31 |
36,590 |
$1,061,000 |
36,590 |
|
Cetera Investment Advisers |
894 |
*New |
2024-03-31 |
34,790 |
$1,009,000 |
34,790 |
|
Private Advisor Group LLC |
1182 |
- |
2024-03-31 |
32,370 |
$939,000 |
9,803 |
|
Kingsview Wealth Management LLC |
522 |
- |
2024-03-31 |
30,717 |
$891,000 |
18,101 |
|
MML INVESTORS SERVICES LLC |
1503 |
- |
2024-03-31 |
29,029 |
$842,000 |
2,526 |
|
ENVESTNET ASSET MANAGEMENT INC |
3122 |
- |
2024-03-31 |
28,681 |
$832,000 |
1,656 |
|
MORGAN STANLEY |
4961 |
*New |
2024-03-31 |
25,490 |
$739,000 |
25,490 |
|
CAPTRUST FINANCIAL ADVISORS |
1405 |
*New |
2024-03-31 |
20,089 |
$583,000 |
20,089 |
|
HARBOUR INVESTMENTS INC. |
496 |
*New |
2023-12-31 |
20,650 |
$571,000 |
20,650 |
|
ACAS LLC |
40 |
- |
2024-03-31 |
18,430 |
$535,000 |
3,391 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
290 |
*New |
2024-03-31 |
16,925 |
$491,000 |
16,925 |
|
Johnson Bixby & Associates LLC |
69 |
*New |
2024-03-31 |
15,938 |
$462,000 |
15,938 |
|
Retirement Group LLC |
78 |
*New |
2024-03-31 |
14,888 |
$432,000 |
14,888 |
|
Ameritas Advisory Services LLC |
641 |
*New |
2024-03-31 |
12,701 |
$368,000 |
12,701 |
|
Wayfinding Financial LLC |
100 |
- |
2024-03-31 |
8,501 |
$246,000 |
311 |
|
Trueblood Wealth Management LLC |
216 |
*New |
2024-03-31 |
7,028 |
$204,000 |
7,028 |
|
US BANCORP |
2993 |
- |
2024-03-31 |
800 |
$23,000 |
0 |
|
Global Retirement Partners LLC |
1765 |
*New |
2024-03-31 |
720 |
$21,000 |
720 |
|
Goss Wealth Management LLC |
3064 |
*New |
2024-03-31 |
206 |
$6,000 |
206 |
|
AdvisorNet Financial Inc |
1526 |
*New |
2024-03-31 |
117 |
$3,000 |
117 |
|
OLD MISSION CAPITAL LLC |
823 |
*Closed |
2024-03-31 |
0 |
$0 |
-149,809 |
|
PROEQUITIES INC. |
2723 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
BANK OF AMERICA CORP /DE/ |
6938 |
*New |
2024-03-31 |
7 |
$0 |
7 |
|
|
41 Records found
|
1
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