|
Institutional
Holders
Total
Institutions:
|
49 6 |
|
Total
shares held :
|
4,318,498 |
|
% of shares
held :
|
47.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
482,982 |
|
% of shares
held change :
|
5.37% |
|
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 |
CWM LLC |
120 |
- |
2024-03-31 |
785,769 |
$36,051,000 |
158,079 |
|
SEASCAPE CAPITAL MANAGEMENT |
1 |
- |
2024-03-31 |
487,697 |
$22,376,000 |
82,810 |
|
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO |
15 |
- |
2024-03-31 |
406,634 |
$18,656,000 |
18,118 |
|
Boothe Investment Group Inc. |
|
- |
2024-03-31 |
328,101 |
$15,053,000 |
-133,980 |
|
HPM Partners LLC |
368 |
- |
2024-03-31 |
311,330 |
$14,284,000 |
-3,228 |
|
One Capital Management LLC |
53 |
- |
2024-03-31 |
277,900 |
$12,750,000 |
29,235 |
|
WADDELL & ASSOCIATES LLC |
14 |
- |
2024-03-31 |
183,409 |
$8,415,000 |
-973 |
|
ENVESTNET ASSET MANAGEMENT INC |
1637 |
- |
2024-03-31 |
181,609 |
$8,332,000 |
4,688 |
|
Cravens & Co Advisors LLC |
4 |
- |
2024-03-31 |
180,745 |
$8,293,000 |
8,257 |
|
UBS Group AG |
1950 |
- |
2024-03-31 |
141,191 |
$6,478,000 |
14,979 |
|
Landmark Wealth Management LLC |
9 |
- |
2024-03-31 |
118,259 |
$5,426,000 |
6,209 |
|
Fortis Advisors LLC |
5 |
- |
2024-03-31 |
116,097 |
$5,327,000 |
466 |
|
Congress Wealth Management LLC / DE / |
228 |
- |
2024-03-31 |
107,445 |
$4,930,000 |
-1,446 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1162 |
- |
2024-03-31 |
84,029 |
$3,855,000 |
-48,593 |
|
Aprio Wealth Management LLC |
26 |
- |
2024-03-31 |
73,356 |
$3,366,000 |
12,113 |
|
MML INVESTORS SERVICES LLC |
831 |
- |
2024-03-31 |
69,934 |
$3,209,000 |
5,750 |
|
Premier Path Wealth Partners LLC |
38 |
*New |
2024-03-31 |
53,040 |
$2,819,000 |
53,040 |
|
JANE STREET GROUP LLC |
2177 |
- |
2024-03-31 |
46,821 |
$2,148,000 |
31,007 |
|
Stewardship Advisors LLC |
34 |
- |
2024-03-31 |
42,933 |
$1,970,000 |
-223,928 |
|
Cornerstone Wealth Group LLC |
101 |
- |
2024-03-31 |
40,159 |
$1,842,000 |
1,187 |
|
L & S ADVISORS INC |
140 |
*New |
2024-03-31 |
31,930 |
$1,465,000 |
31,930 |
|
Ausdal Financial Partners Inc. |
157 |
*New |
2024-03-31 |
26,305 |
$1,207,000 |
26,305 |
|
Beaumont Capital Management LLC |
34 |
- |
2024-03-31 |
26,020 |
$1,194,000 |
-2,820 |
|
Andesa Financial Management Inc. |
54 |
*New |
2022-12-31 |
24,651 |
$1,121,000 |
24,651 |
|
Essential Planning LLC. |
24 |
- |
2024-03-31 |
22,354 |
$1,034,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1730 |
- |
2024-03-31 |
21,509 |
$987,000 |
2,643 |
|
Beaumont Financial Advisors LLC |
153 |
- |
2024-03-31 |
18,996 |
$872,000 |
1,035 |
|
AQR CAPITAL MANAGEMENT LLC |
1760 |
- |
2024-03-31 |
18,899 |
$867,000 |
5,057 |
|
Bienville Capital Management LLC |
45 |
- |
2024-03-31 |
18,510 |
$849,000 |
0 |
|
PANORAMIC INVESTMENT ADVISORS LLC |
51 |
- |
2024-03-31 |
14,050 |
$645,000 |
5,150 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1182 |
- |
2024-03-31 |
12,854 |
$590,000 |
-5,416 |
|
Aveo Capital Partners LLC |
212 |
- |
2024-03-31 |
11,661 |
$524,000 |
-4,144 |
|
AXXCESS WEALTH MANAGEMENT LLC |
521 |
- |
2024-03-31 |
11,360 |
$521,000 |
48 |
|
NATIONAL BANK OF CANADA /FI/ |
1091 |
- |
2024-03-31 |
10,340 |
$465,000 |
-80 |
|
Toroso Investments LLC |
1206 |
- |
2024-03-31 |
9,672 |
$444,000 |
-892 |
|
CITADEL ADVISORS LLC |
3915 |
- |
2024-03-31 |
9,065 |
$416,000 |
9,065 |
|
Fortress Wealth Management Inc. |
52 |
- |
2024-03-31 |
8,793 |
$403,000 |
103 |
|
CLIFFORD ASSOCIATES LLC |
242 |
- |
2024-03-31 |
8,600 |
$395,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3239 |
- |
2024-03-31 |
7,733 |
$355,000 |
-5,772 |
|
ROYAL BANK OF CANADA |
3864 |
- |
2024-03-31 |
6,220 |
$285,000 |
-13,735 |
|
Stonehearth Capital Management LLC |
59 |
- |
2024-03-31 |
5,954 |
$273,000 |
312 |
|
Sigma Planning Corp |
1020 |
- |
2024-03-31 |
5,530 |
$254,000 |
5,530 |
|
FIRETHORN WEALTH PARTNERS LLC |
119 |
*New |
2024-03-31 |
5,393 |
$247,000 |
5,393 |
|
Pasadena Private Wealth LLC |
125 |
- |
2024-03-31 |
5,168 |
$237,000 |
-593 |
|
LPL FINANCIAL CORP |
4353 |
- |
2024-03-31 |
4,739 |
$217,000 |
-818 |
|
Advisor Group Holdings Inc. |
4052 |
- |
2024-03-31 |
2,676 |
$123,000 |
-4,714 |
|
Capital Analysts Inc. |
762 |
- |
2024-03-31 |
560 |
$26,000 |
0 |
|
Tortoise Investment Management LLC |
490 |
- |
2024-03-31 |
500 |
$23,000 |
0 |
|
NBC SECURITIES INC. |
1490 |
- |
2024-03-31 |
383 |
$17,000 |
-338 |
|
HANSON MCCLAIN, INC. |
2036 |
*New |
2024-03-31 |
241 |
$11,000 |
241 |
|
PROEQUITIES INC. |
1754 |
- |
2024-03-31 |
164 |
$8,000 |
-121 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1941 |
*New |
2024-03-31 |
182 |
$8,000 |
182 |
|
Global Retirement Partners LLC |
2230 |
- |
2024-03-31 |
162 |
$7,000 |
0 |
|
FMR LLC |
4982 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
Kestra Advisory Services LLC |
2455 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,606 |
|
ADVISORY SERVICES NETWORK, LLC |
3193 |
*Closed |
2024-03-31 |
0 |
$0 |
-349 |
|
ORG Partners LLC |
855 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,010 |
|
Sound Income Strategies LLC |
1415 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,678 |
|
Pettinga Financial Advisors LLC |
125 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,215 |
|
|
59 Records found
|
1
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