|
Institutional
Holders
Total
Institutions:
|
55 6 |
|
Total
shares held :
|
2,561,377 |
|
% of shares
held :
|
28.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-98,861 |
|
% of shares
held change :
|
-1.1% |
|
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 |
Brookstone Capital Management |
78 |
- |
2024-03-31 |
471,714 |
$16,996,000 |
-28,486 |
|
Spectrum Asset Management Inc. (NB/CA) |
2 |
*New |
2024-03-31 |
368,488 |
$13,277,000 |
368,488 |
|
ENVESTNET ASSET MANAGEMENT INC |
1356 |
- |
2024-03-31 |
362,789 |
$13,071,000 |
155,941 |
|
IFP Advisors Inc |
28 |
- |
2023-12-31 |
355,462 |
$12,288,000 |
4,350 |
|
ADVISORY SERVICES NETWORK, LLC |
133 |
- |
2024-03-31 |
214,579 |
$7,731,000 |
190,229 |
|
MML INVESTORS SERVICES LLC |
509 |
- |
2024-03-31 |
201,120 |
$7,246,000 |
35,367 |
|
BB&T CORP |
807 |
- |
2024-03-31 |
169,107 |
$6,093,000 |
140,245 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
764 |
- |
2024-03-31 |
133,997 |
$4,828,000 |
77,438 |
|
BEACON FINANCIAL GROUP |
51 |
- |
2024-03-31 |
127,020 |
$4,577,000 |
-12,304 |
|
CWM LLC |
440 |
- |
2024-03-31 |
123,138 |
$4,437,000 |
123,133 |
|
Gallagher Benefit Services Inc. |
22 |
- |
2022-12-31 |
139,873 |
$4,249,000 |
0 |
|
F3Logic LLC |
22 |
- |
2022-12-31 |
139,873 |
$4,249,000 |
2,726 |
|
Kestra Advisory Services LLC |
584 |
- |
2024-03-31 |
114,949 |
$4,142,000 |
41,483 |
|
JANNEY MONTGOMERY SCOTT LLC |
840 |
- |
2024-03-31 |
109,708 |
$3,953,000 |
101,488 |
|
Sequent Planning LLC |
16 |
- |
2024-03-31 |
104,821 |
$3,777,000 |
0 |
|
Clear Creek Financial Management LLC |
48 |
- |
2024-03-31 |
96,529 |
$3,478,000 |
31,162 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1432 |
- |
2024-03-31 |
90,373 |
$3,256,000 |
41,512 |
|
Advisor Group Holdings Inc. |
1385 |
- |
2024-03-31 |
84,527 |
$3,045,000 |
21,096 |
|
J P MORGAN CHASE & CO |
2850 |
- |
2024-03-31 |
69,354 |
$2,499,000 |
69,180 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
124 |
*New |
2024-03-31 |
66,321 |
$2,390,000 |
66,321 |
|
LPL FINANCIAL CORP |
2361 |
- |
2024-03-31 |
66,192 |
$2,385,000 |
16,342 |
|
TOWNSQUARE CAPITAL LLC |
512 |
- |
2024-03-31 |
46,467 |
$1,674,000 |
40,307 |
|
HARBOUR INVESTMENTS INC. |
283 |
- |
2023-12-31 |
44,660 |
$1,544,000 |
-1,720 |
|
Gallagher Fiduciary Advisors LLC |
41 |
- |
2024-03-31 |
42,008 |
$1,514,000 |
1,971 |
|
Strategic Blueprint LLC |
204 |
- |
2024-03-31 |
35,853 |
$1,292,000 |
-1,761 |
|
FINANCIAL NETWORK |
1322 |
- |
2024-03-31 |
33,940 |
$1,223,000 |
20,719 |
|
Cetera Investment Advisers |
839 |
- |
2024-03-31 |
32,004 |
$1,153,000 |
-7,053 |
|
Keystone Wealth Services LLC |
69 |
- |
2024-03-31 |
30,172 |
$1,087,000 |
0 |
|
EQIS CAPITAL MANAGEMENT, INC. |
226 |
*New |
2024-03-31 |
29,447 |
$1,061,000 |
29,447 |
|
CITADEL ADVISORS LLC |
3072 |
- |
2024-03-31 |
27,649 |
$996,000 |
21,047 |
|
MULTIFINANCIAL SECURITIES CORP |
1184 |
- |
2024-03-31 |
26,268 |
$946,000 |
26,268 |
|
NATIONAL ASSET MANAGEMENT, INC. |
572 |
- |
2024-03-31 |
26,531 |
$860,000 |
26,531 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2812 |
- |
2024-03-31 |
22,554 |
$813,000 |
9,802 |
|
Ameritas Advisory Services LLC |
434 |
- |
2024-03-31 |
22,453 |
$801,000 |
16,699 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2185 |
- |
2024-03-31 |
21,929 |
$790,000 |
13,182 |
|
AE Wealth Management LLC |
749 |
- |
2024-03-31 |
18,233 |
$657,000 |
-457,326 |
|
CAMELOT PORTFOLIOS, LLC |
57 |
- |
2024-03-31 |
17,400 |
$627,000 |
-1,100 |
|
Spire Wealth Management |
477 |
- |
2024-03-31 |
16,865 |
$608,000 |
16,340 |
|
H D Vest Advisory Services |
953 |
- |
2024-03-31 |
16,570 |
$597,000 |
3,028 |
|
Bouchey Financial Group Ltd |
74 |
*New |
2024-03-31 |
14,981 |
$540,000 |
14,981 |
|
Integrity Financial Corp /WA |
64 |
- |
2024-03-31 |
13,706 |
$494,000 |
3,120 |
|
Santori & Peters Inc. |
32 |
- |
2024-03-31 |
13,724 |
$494,000 |
-67 |
|
Mayfair Advisory Group LLC |
66 |
*New |
2024-03-31 |
12,239 |
$441,000 |
12,239 |
|
Main Street Financial Solutions LLC |
343 |
- |
2024-03-31 |
11,588 |
$418,000 |
-17,537 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
49 |
- |
2024-03-31 |
11,560 |
$416,000 |
11,560 |
|
OLD MISSION CAPITAL LLC |
623 |
- |
2024-03-31 |
11,033 |
$398,000 |
-15,314 |
|
Capital Investment Advisory Services LLC |
380 |
- |
2024-03-31 |
8,973 |
$323,000 |
315 |
|
WETZEL INVESTMENT ADVISORS INC. |
85 |
- |
2024-03-31 |
8,861 |
$313,000 |
-17 |
|
JANE STREET GROUP LLC |
4355 |
*New |
2024-03-31 |
8,446 |
$304,000 |
8,446 |
|
Mutual Advisors LLC |
872 |
*New |
2024-03-31 |
8,017 |
$289,000 |
8,017 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
141 |
- |
2024-03-31 |
7,947 |
$286,000 |
717 |
|
CENTAURUS FINANCIAL INC. |
547 |
- |
2024-03-31 |
7,214 |
$260,000 |
0 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
133 |
*New |
2024-03-31 |
7,196 |
$259,000 |
7,196 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
89 |
*New |
2024-03-31 |
7,068 |
$255,000 |
7,068 |
|
RAYMOND JAMES & ASSOCIATES |
3451 |
*New |
2024-03-31 |
6,784 |
$244,000 |
6,784 |
|
1ST SOURCE BANK |
240 |
- |
2024-03-31 |
6,682 |
$241,000 |
0 |
|
Ignite Planners LLC |
253 |
*New |
2024-03-31 |
6,302 |
$227,000 |
6,302 |
|
JOURNEY STRATEGIC WEALTH LLC |
251 |
*New |
2024-03-31 |
6,232 |
$225,000 |
6,232 |
|
Goss Wealth Management LLC |
1792 |
- |
2024-03-31 |
6,000 |
$216,000 |
0 |
|
Per Stirling Capital Management LLC. |
217 |
*New |
2024-03-31 |
5,701 |
$205,000 |
5,701 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
188 |
- |
2024-03-31 |
5,554 |
$200,000 |
0 |
|
Sunbelt Securities Inc. |
561 |
- |
2024-03-31 |
4,803 |
$173,000 |
4,128 |
|
ROYAL BANK OF CANADA |
4461 |
- |
2024-03-31 |
3,596 |
$130,000 |
3,596 |
|
MTM Investment Management LLC |
202 |
- |
2024-03-31 |
3,200 |
$115,000 |
-400 |
|
DHJJ Financial Advisors Ltd. |
192 |
- |
2024-03-31 |
3,090 |
$111,000 |
-90 |
|
Tanglewood Legacy Advisors LLC |
117 |
*New |
2024-03-31 |
3,000 |
$108,000 |
3,000 |
|
UBS Group AG |
5056 |
- |
2024-03-31 |
2,715 |
$98,000 |
1,467 |
|
Creekmur Asset Management LLC |
231 |
- |
2024-03-31 |
1,599 |
$58,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
328 |
*New |
2024-03-31 |
1,475 |
$53,000 |
1,475 |
|
NBC SECURITIES INC. |
1207 |
- |
2024-03-31 |
1,062 |
$38,000 |
1,062 |
|
Larson Financial Group LLC |
762 |
- |
2024-03-31 |
1,015 |
$37,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1864 |
- |
2024-03-31 |
735 |
$26,000 |
600 |
|
Steward Partners Investment Advisory LLC |
2536 |
- |
2024-03-31 |
490 |
$18,000 |
0 |
|
Laurel Wealth Advisors LLC |
413 |
*New |
2024-03-31 |
323 |
$12,000 |
323 |
|
EPG Wealth Management LLC |
391 |
- |
2024-03-31 |
250 |
$9,000 |
0 |
|
SOA Wealth Advisors LLC. |
594 |
- |
2024-03-31 |
179 |
$6,000 |
0 |
|
Impact Partnership Wealth LLC |
543 |
- |
2024-03-31 |
96 |
$3,000 |
-2,172 |
|
Farther Finance Advisors LLC |
2749 |
- |
2024-03-31 |
36 |
$1,000 |
0 |
|
AXXCESS WEALTH MANAGEMENT LLC |
916 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,567 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
715 |
- |
2024-03-31 |
6 |
$0 |
0 |
|
PROEQUITIES INC. |
4406 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Capital Asset Advisory Services LLC |
327 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,567 |
|
|
82 Records found
|
1
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