|
Institutional
Holders
Total
Institutions:
|
40 9 |
|
Total
shares held :
|
2,042,972 |
|
% of shares
held :
|
22.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
597,699 |
|
% of shares
held change :
|
6.64% |
|
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 |
Synergy Financial Management LLC |
18 |
- |
2024-03-31 |
247,602 |
$8,160,000 |
-262,674 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
985 |
- |
2024-03-31 |
200,365 |
$6,603,000 |
33,956 |
|
Americana Partners LLC |
84 |
- |
2024-03-31 |
117,177 |
$3,862,000 |
-19,843 |
|
Kestra Advisory Services LLC |
646 |
- |
2024-03-31 |
105,922 |
$3,491,000 |
-21,555 |
|
MILESTONE ASSET MANAGEMENT LLC |
27 |
*New |
2024-03-31 |
104,860 |
$3,456,000 |
104,860 |
|
STEPHENS INC /AR/ |
327 |
- |
2024-03-31 |
93,067 |
$3,067,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1467 |
*New |
2024-03-31 |
83,188 |
$2,741,000 |
83,188 |
|
ENVESTNET ASSET MANAGEMENT INC |
2405 |
- |
2024-03-31 |
78,778 |
$2,596,000 |
68,569 |
|
FINANCIAL NETWORK |
953 |
- |
2024-03-31 |
69,397 |
$2,287,000 |
20,041 |
|
CITY HOLDING CO |
105 |
- |
2024-03-31 |
48,550 |
$1,600,000 |
-1,000 |
|
Advisor Group Holdings Inc. |
1922 |
- |
2024-03-31 |
45,445 |
$1,498,000 |
-217,819 |
|
Cetera Investment Advisers |
741 |
- |
2024-03-31 |
44,669 |
$1,472,000 |
23,869 |
|
Tanglewood Legacy Advisors LLC |
31 |
- |
2024-03-31 |
29,938 |
$987,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1327 |
- |
2024-03-31 |
22,421 |
$739,000 |
6,632 |
|
Change Path LLC |
461 |
*New |
2024-03-31 |
21,827 |
$719,000 |
21,827 |
|
RAYMOND JAMES & ASSOCIATES |
2814 |
*New |
2024-03-31 |
21,047 |
$694,000 |
21,047 |
|
We Are One Seven LLC |
457 |
- |
2024-03-31 |
19,410 |
$640,000 |
-2,951 |
|
Harwood Advisory Group LLC |
90 |
- |
2024-03-31 |
18,045 |
$595,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
507 |
- |
2023-12-31 |
17,331 |
$547,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2257 |
- |
2024-03-31 |
15,252 |
$503,000 |
-69,844 |
|
Sage Capital Advisorsllc |
90 |
*New |
2024-03-31 |
15,058 |
$496,000 |
15,058 |
|
Insight Advisors LLC/ PA |
162 |
- |
2024-03-31 |
15,038 |
$496,000 |
-4,124 |
|
Keystone Wealth Services LLC |
140 |
- |
2024-03-31 |
13,101 |
$432,000 |
0 |
|
AIFG Consultants Ltd. |
27 |
*New |
2024-03-31 |
11,726 |
$386,000 |
11,726 |
|
H D Vest Advisory Services |
1184 |
- |
2024-03-31 |
11,125 |
$367,000 |
186 |
|
Holistic Planning LLC |
94 |
- |
2024-03-31 |
8,250 |
$272,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
156 |
*New |
2024-03-31 |
8,000 |
$264,000 |
8,000 |
|
Mutual Advisors LLC |
919 |
- |
2024-03-31 |
7,850 |
$259,000 |
0 |
|
BB&T CORP |
2413 |
- |
2024-03-31 |
6,649 |
$219,000 |
76 |
|
Schulz Wealth LTD. |
55 |
- |
2024-03-31 |
6,555 |
$216,000 |
0 |
|
Financial Network Wealth Advisors LLC |
113 |
- |
2024-03-31 |
6,567 |
$216,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
1117 |
- |
2024-03-31 |
6,567 |
$216,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
598 |
- |
2024-03-31 |
6,514 |
$215,000 |
0 |
|
LPL FINANCIAL CORP |
4403 |
*New |
2024-03-31 |
6,156 |
$203,000 |
6,156 |
|
EPG Wealth Management LLC |
285 |
*New |
2024-03-31 |
2,565 |
$85,000 |
2,565 |
|
HAZLETT BURT & WATSON INC. |
271 |
- |
2024-03-31 |
2,415 |
$80,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
224 |
- |
2024-03-31 |
2,200 |
$73,000 |
0 |
|
IFP Advisors Inc |
1498 |
- |
2023-12-31 |
1,649 |
$52,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2096 |
- |
2024-03-31 |
1,560 |
$51,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1704 |
- |
2024-03-31 |
1,100 |
$36,000 |
-800 |
|
UBS Group AG |
5699 |
- |
2024-03-31 |
619 |
$20,000 |
-454 |
|
Newbridge Financial Services Group Inc. |
942 |
*New |
2024-03-31 |
88 |
$3,000 |
88 |
|
Capital Investment Advisory Services LLC |
918 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
Integrity Financial Corp /WA |
207 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,480 |
|
RFG Advisory Group LLC |
719 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,241 |
|
Anfield Capital Management LLC |
321 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,293 |
|
PROEQUITIES INC. |
4790 |
- |
2024-03-31 |
0 |
$0 |
-1,103 |
|
CITADEL ADVISORS LLC |
6295 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,500 |
|
Archer Investment Corp |
1063 |
*Closed |
2024-03-31 |
0 |
$0 |
-246,224 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6493 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,961 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
692 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,805 |
|
|
51 Records found
|
1
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