|
Institutional
Holders
Total
Institutions:
|
47 4 |
|
Total
shares held :
|
3,587,410 |
|
% of shares
held :
|
68.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
455,471 |
|
% of shares
held change :
|
8.68% |
|
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 |
WELLS FARGO & CO/MN |
1318 |
- |
2024-03-31 |
502,459 |
$14,154,000 |
5,310 |
|
MORGAN STANLEY |
3061 |
- |
2024-03-31 |
477,519 |
$13,452,000 |
130,627 |
|
ENVESTNET ASSET MANAGEMENT INC |
1403 |
- |
2024-03-31 |
429,702 |
$12,105,000 |
63,923 |
|
BB&T CORP |
569 |
- |
2024-03-31 |
419,272 |
$11,811,000 |
63,499 |
|
Sterling Manor Financial LLC |
7 |
- |
2024-03-31 |
298,711 |
$8,415,000 |
-88,672 |
|
LPL FINANCIAL CORP |
1455 |
- |
2024-03-31 |
287,649 |
$8,103,000 |
77,516 |
|
JANNEY MONTGOMERY SCOTT LLC |
883 |
- |
2024-03-31 |
127,124 |
$3,581,000 |
2,349 |
|
Euro Pacific Asset Management LLC |
35 |
- |
2024-03-31 |
114,450 |
$3,283,000 |
6,495 |
|
Concurrent Investment Advisors LLC |
204 |
- |
2024-03-31 |
90,184 |
$2,540,000 |
25,234 |
|
Private Advisory Group LLC |
75 |
*New |
2024-03-31 |
89,850 |
$2,531,000 |
89,850 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1130 |
- |
2024-03-31 |
88,080 |
$2,481,000 |
4,785 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1552 |
- |
2024-03-31 |
83,488 |
$2,352,000 |
18,192 |
|
Bridge Advisory LLC |
24 |
*New |
2024-03-31 |
80,397 |
$2,265,000 |
80,397 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1743 |
- |
2024-03-31 |
73,625 |
$2,074,000 |
1,060 |
|
CWM LLC |
625 |
- |
2024-03-31 |
68,084 |
$1,918,000 |
-29,661 |
|
ROYAL BANK OF CANADA |
2544 |
- |
2024-03-31 |
67,643 |
$1,906,000 |
-43,709 |
|
HARBOUR INVESTMENTS INC. |
256 |
- |
2023-12-31 |
59,022 |
$1,719,000 |
-3,101 |
|
EWG Elevate Inc. |
47 |
- |
2024-03-31 |
54,782 |
$1,543,000 |
3,139 |
|
RAYMOND JAMES & ASSOCIATES |
2319 |
- |
2024-03-31 |
53,426 |
$1,505,000 |
13,776 |
|
JANE STREET GROUP LLC |
2752 |
- |
2024-03-31 |
46,442 |
$1,308,000 |
-179,488 |
|
Pine Valley Investments Ltd Liability Co |
192 |
- |
2024-03-31 |
46,138 |
$1,300,000 |
-1,364 |
|
MULTIFINANCIAL SECURITIES CORP |
1082 |
*New |
2024-03-31 |
41,650 |
$1,173,000 |
41,650 |
|
Private Advisor Group LLC |
1098 |
*New |
2024-03-31 |
40,936 |
$1,153,000 |
40,936 |
|
FINANCIAL NETWORK |
1440 |
- |
2024-03-31 |
36,833 |
$1,038,000 |
11,752 |
|
Csenge Advisory Group |
264 |
- |
2024-03-31 |
35,442 |
$998,000 |
22,089 |
|
Belpointe Asset Management LLC |
265 |
*New |
2024-03-31 |
35,318 |
$995,000 |
35,318 |
|
Walkner Condon Financial Advisors LLC |
96 |
- |
2024-03-31 |
35,245 |
$993,000 |
-4,175 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
33 |
- |
2024-03-31 |
35,096 |
$970,000 |
-516 |
|
FIRST TRUST ADVISORS LP |
2025 |
- |
2024-03-31 |
29,556 |
$833,000 |
2,552 |
|
Visionary Wealth Advisors |
267 |
*New |
2024-03-31 |
26,669 |
$751,000 |
26,669 |
|
DAVIDSON D A & CO |
837 |
- |
2024-03-31 |
25,845 |
$728,000 |
6,711 |
|
Clarus Wealth Advisors |
68 |
- |
2024-03-31 |
21,267 |
$599,000 |
-40 |
|
Advisor Group Holdings Inc. |
2969 |
- |
2024-03-31 |
16,635 |
$469,000 |
-16,443 |
|
Synergy Financial Management LLC |
90 |
- |
2024-03-31 |
15,857 |
$447,000 |
-1,479 |
|
ADVISORY SERVICES NETWORK, LLC |
1023 |
- |
2024-03-31 |
14,769 |
$416,000 |
0 |
|
Wagner Wealth Management LLC |
84 |
- |
2024-03-31 |
13,086 |
$369,000 |
-1,795 |
|
PROSPERA FINANCIAL SERVICES |
762 |
- |
2023-12-31 |
12,530 |
$365,000 |
721 |
|
FLOW TRADERS U.S. LLC |
546 |
*New |
2024-03-31 |
10,000 |
$282,000 |
10,000 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
391 |
- |
2024-03-31 |
9,981 |
$281,000 |
124 |
|
KKM Financial LLC |
138 |
*New |
2024-03-31 |
8,127 |
$229,000 |
8,127 |
|
PROEQUITIES INC. |
639 |
- |
2024-03-31 |
7,873 |
$222,000 |
2,201 |
|
STIFEL FINANCIAL CORP |
3068 |
- |
2024-03-31 |
7,414 |
$209,000 |
-670 |
|
COMERICA BANK |
2287 |
- |
2024-03-31 |
7,203 |
$203,000 |
809 |
|
Spire Wealth Management |
773 |
- |
2024-03-31 |
6,795 |
$191,000 |
6,795 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1037 |
*New |
2024-03-31 |
4,259 |
$120,000 |
4,259 |
|
PRIVATE TRUST CO NA |
915 |
- |
2024-03-31 |
3,087 |
$87,000 |
2,886 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
216 |
- |
2023-12-31 |
1,850 |
$54,000 |
0 |
|
Capital Investment Advisory Services LLC |
694 |
- |
2024-03-31 |
1,267 |
$36,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1752 |
- |
2024-03-31 |
1,128 |
$32,000 |
0 |
|
Capital Analysts Inc. |
750 |
- |
2024-03-31 |
1,022 |
$29,000 |
-1,659 |
|
NBC SECURITIES INC. |
1473 |
- |
2024-03-31 |
702 |
$19,000 |
0 |
|
Raleigh Capital Management Inc. |
469 |
- |
2024-03-31 |
545 |
$15,000 |
7 |
|
UBS Group AG |
6057 |
- |
2024-03-31 |
311 |
$9,000 |
-915 |
|
Newbridge Financial Services Group Inc. |
1003 |
*New |
2024-03-31 |
63 |
$2,000 |
63 |
|
Larson Financial Group LLC |
1379 |
- |
2024-03-31 |
59 |
$2,000 |
0 |
|
Caitlin John LLC |
672 |
- |
2023-12-31 |
52 |
$2,000 |
0 |
|
AdvisorNet Financial Inc |
1660 |
- |
2024-03-31 |
23 |
$1,000 |
0 |
|
Goss Wealth Management LLC |
3485 |
- |
2024-03-31 |
38 |
$1,000 |
0 |
|
We Are One Seven LLC |
896 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,817 |
|
Coppell Advisory Solutions LLC |
1750 |
- |
2023-12-31 |
15 |
$0 |
0 |
|
IFP Advisors Inc |
3305 |
*Closed |
2023-12-31 |
0 |
$0 |
-423 |
|
|
61 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
|
|
|