|
Institutional
Holders
Total
Institutions:
|
48 39 |
|
Total
shares held :
|
2,709,284 |
|
% of shares
held :
|
30.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
Amount
of shares held :
|
2,150,524 |
|
% of shares
held change :
|
23.89% |
|
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 |
GRADIENT INVESTMENTS LLC |
22 |
- |
2024-03-31 |
783,150 |
$43,833,000 |
-23,642 |
|
CGC Financial Services LLC |
2 |
- |
2024-03-31 |
551,394 |
$30,862,000 |
16,367 |
|
Peterson Wealth Advisors LLC |
6 |
- |
2024-03-31 |
466,795 |
$26,126,000 |
189,530 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
210 |
- |
2024-03-31 |
426,167 |
$23,853,000 |
408,155 |
|
J P MORGAN CHASE & CO |
1923 |
- |
2024-03-31 |
227,245 |
$12,719,000 |
227,245 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
72 |
*New |
2024-03-31 |
190,043 |
$10,637,000 |
190,043 |
|
Per Stirling Capital Management LLC. |
15 |
- |
2024-03-31 |
177,369 |
$9,927,000 |
16,489 |
|
Sugarloaf Wealth Management LLC |
11 |
*New |
2024-03-31 |
168,108 |
$9,409,000 |
168,108 |
|
PATTEN & PATTEN INC/TN |
48 |
- |
2024-03-31 |
167,457 |
$9,373,000 |
83,527 |
|
DAYMARK WEALTH PARTNERS LLC |
49 |
- |
2024-03-31 |
162,916 |
$9,118,000 |
124,455 |
|
JANE STREET GROUP LLC |
901 |
- |
2024-03-31 |
153,012 |
$8,564,000 |
54,552 |
|
Advisor Group Holdings Inc. |
817 |
- |
2024-03-31 |
135,790 |
$7,600,000 |
100,805 |
|
Aspire Capital Advisors LLC |
12 |
*New |
2024-03-31 |
131,373 |
$7,353,000 |
131,373 |
|
ENVESTNET ASSET MANAGEMENT INC |
1748 |
*New |
2024-03-31 |
124,577 |
$6,973,000 |
124,577 |
|
Cetera Investment Advisers |
922 |
*New |
2024-03-31 |
100,808 |
$5,642,000 |
100,808 |
|
MULTIFINANCIAL SECURITIES CORP |
446 |
*New |
2024-03-31 |
92,565 |
$5,181,000 |
92,565 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
129 |
- |
2024-03-31 |
88,963 |
$4,979,000 |
10,949 |
|
HIGHTOWER ADVISORS, LLC |
974 |
*New |
2024-03-31 |
85,422 |
$4,779,000 |
85,422 |
|
TCG Advisory Services LLC |
105 |
- |
2024-03-31 |
82,860 |
$4,638,000 |
52,109 |
|
ORRSTOWN FINANCIAL SERVICES INC |
5 |
- |
2024-03-31 |
82,246 |
$4,603,000 |
65,696 |
|
Orion Portfolio Solutions LLC |
363 |
*New |
2024-03-31 |
76,298 |
$4,270,000 |
76,298 |
|
Pine Valley Investments Ltd Liability Co |
87 |
*New |
2024-03-31 |
65,751 |
$3,680,000 |
65,751 |
|
Visionary Wealth Advisors |
116 |
- |
2024-03-31 |
60,607 |
$3,392,000 |
26,303 |
|
Mach-1 Financial Group Inc. |
15 |
*New |
2024-03-31 |
48,413 |
$2,710,000 |
48,413 |
|
JANNEY MONTGOMERY SCOTT LLC |
1025 |
*New |
2024-03-31 |
46,589 |
$2,608,000 |
46,589 |
|
Philip James Wealth Mangement LLC |
15 |
- |
2024-03-31 |
46,532 |
$2,604,000 |
40,709 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1609 |
- |
2024-03-31 |
45,144 |
$2,527,000 |
33,085 |
|
Fiduciary Alliance LLC |
60 |
- |
2024-03-31 |
42,396 |
$2,369,000 |
14,308 |
|
MARINER WEALTH ADVISORS, LLC |
1028 |
- |
2024-03-31 |
41,989 |
$2,350,000 |
3,150 |
|
Curtis Advisory Group LLC |
26 |
- |
2024-03-31 |
41,650 |
$2,331,000 |
32,518 |
|
Shore Point Advisors LLC |
15 |
- |
2024-03-31 |
40,714 |
$2,279,000 |
-1,032 |
|
Legacy Financial Group LLC |
36 |
*New |
2024-03-31 |
40,286 |
$2,255,000 |
40,286 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1281 |
*New |
2024-03-31 |
38,867 |
$2,175,000 |
38,867 |
|
InterOcean Capital Group LLC |
149 |
- |
2024-03-31 |
38,003 |
$2,127,000 |
11,639 |
|
Echo Wealth Management LLC |
18 |
- |
2024-03-31 |
36,878 |
$2,064,000 |
452 |
|
Capital Planning Advisors LLC |
57 |
- |
2024-03-31 |
36,262 |
$2,030,000 |
10,186 |
|
Avestar Capital LLC |
78 |
*New |
2024-03-31 |
35,560 |
$1,990,000 |
35,560 |
|
TOWNSQUARE CAPITAL LLC |
481 |
- |
2024-03-31 |
33,959 |
$1,901,000 |
-867 |
|
Change Path LLC |
254 |
*New |
2024-03-31 |
30,996 |
$1,735,000 |
30,996 |
|
Ameritas Advisory Services LLC |
273 |
- |
2024-03-31 |
29,454 |
$1,629,000 |
29,454 |
|
HARBOR INVESTMENT ADVISORY LLC |
108 |
*New |
2024-03-31 |
25,139 |
$1,407,000 |
25,139 |
|
Brookstone Capital Management |
422 |
- |
2024-03-31 |
23,895 |
$1,337,000 |
18,605 |
|
OLD MISSION CAPITAL LLC |
336 |
- |
2024-03-31 |
21,806 |
$1,220,000 |
-5,644 |
|
Lionsbridge Wealth Management LLC |
37 |
*New |
2024-03-31 |
18,391 |
$1,029,000 |
18,391 |
|
Sowell Financial Services LLC |
347 |
*New |
2024-03-31 |
17,177 |
$961,000 |
17,177 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
214 |
*New |
2024-03-31 |
15,914 |
$890,000 |
15,914 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2765 |
*New |
2024-03-31 |
15,059 |
$843,000 |
15,059 |
|
Ignite Planners LLC |
96 |
- |
2024-03-31 |
14,718 |
$822,000 |
-13,538 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
649 |
- |
2024-03-31 |
13,056 |
$731,000 |
1,184 |
|
Concurrent Investment Advisors LLC |
489 |
*New |
2024-03-31 |
10,808 |
$605,000 |
10,808 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
131 |
- |
2024-03-31 |
10,637 |
$595,000 |
1,927 |
|
GTS SECURITIES LLC |
729 |
*New |
2024-03-31 |
10,423 |
$583,000 |
10,423 |
|
Bank of Marin |
69 |
- |
2024-03-31 |
10,115 |
$566,000 |
1,890 |
|
Bedel Financial Consulting Inc. |
131 |
*New |
2024-03-31 |
9,004 |
$504,000 |
9,004 |
|
DeDora Capital Inc. |
83 |
- |
2024-03-31 |
8,945 |
$501,000 |
3,297 |
|
CAPTRUST FINANCIAL ADVISORS |
1483 |
*New |
2024-03-31 |
8,775 |
$491,000 |
8,775 |
|
Breakwater Capital Group |
157 |
- |
2024-03-31 |
8,779 |
$491,000 |
1,006 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
85 |
*New |
2024-03-31 |
8,302 |
$465,000 |
8,302 |
|
Cooper Financial Group |
230 |
- |
2024-03-31 |
8,122 |
$455,000 |
1,068 |
|
Strategic Financial Concepts LLC |
179 |
*New |
2024-03-31 |
7,977 |
$446,000 |
7,977 |
|
MN Wealth Advisors LLC |
67 |
- |
2024-03-31 |
7,317 |
$410,000 |
1,406 |
|
John W. Brooker & Co. CPAs |
59 |
- |
2024-03-31 |
7,060 |
$395,000 |
2,169 |
|
Eudaimonia Partners LLC |
168 |
*New |
2024-03-31 |
6,890 |
$386,000 |
6,890 |
|
Sprinkle Financial Consultants LLC |
50 |
- |
2024-03-31 |
5,988 |
$335,000 |
5 |
|
LINCOLN NATIONAL CORP |
916 |
*New |
2024-03-31 |
5,721 |
$320,000 |
5,721 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1936 |
*New |
2024-03-31 |
5,076 |
$284,000 |
5,076 |
|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
78 |
*New |
2024-03-31 |
4,860 |
$272,000 |
4,860 |
|
NCM Capital Management LLC |
131 |
*New |
2024-03-31 |
4,733 |
$265,000 |
4,733 |
|
CITADEL ADVISORS LLC |
4375 |
- |
2024-03-31 |
4,442 |
$249,000 |
4,442 |
|
Allen Capital Group LLC |
184 |
*New |
2024-03-31 |
4,436 |
$248,000 |
4,436 |
|
Castle Rock Wealth Management LLC |
210 |
- |
2024-03-31 |
4,397 |
$241,000 |
150 |
|
CAP Partners LLC |
101 |
*New |
2024-03-31 |
4,267 |
$239,000 |
4,267 |
|
Resurgent Financial Advisors LLC |
165 |
- |
2024-03-31 |
4,137 |
$232,000 |
2,035 |
|
Tradition Wealth Management LLC |
346 |
*New |
2024-03-31 |
4,132 |
$231,000 |
4,132 |
|
Coppell Advisory Solutions Corp. |
237 |
*New |
2024-03-31 |
3,990 |
$223,000 |
3,990 |
|
Milestone Investment Advisors LLC |
72 |
*New |
2024-03-31 |
3,942 |
$221,000 |
3,942 |
|
Foundations Investment Advisors LLC |
652 |
*New |
2024-03-31 |
3,932 |
$220,000 |
3,932 |
|
H D Vest Advisory Services |
1498 |
*New |
2024-03-31 |
3,815 |
$214,000 |
3,815 |
|
ANCORA ADVISORS, LLC |
668 |
*New |
2024-03-31 |
3,231 |
$181,000 |
3,231 |
|
Global Retirement Partners LLC |
1061 |
- |
2024-03-31 |
1,845 |
$103,000 |
1,215 |
|
CENTAURUS FINANCIAL INC. |
756 |
*New |
2024-03-31 |
1,820 |
$102,000 |
1,820 |
|
COMERICA BANK |
2558 |
- |
2024-03-31 |
1,703 |
$95,000 |
-1,608 |
|
UBS Group AG |
5071 |
*New |
2024-03-31 |
1,660 |
$93,000 |
1,660 |
|
Capital Advisors Ltd. LLC |
360 |
- |
2024-03-31 |
1,507 |
$84,000 |
550 |
|
Clear Point Advisors Inc. |
184 |
- |
2024-03-31 |
1,005 |
$56,000 |
1 |
|
JJJ Advisors Inc. |
661 |
- |
2024-03-31 |
190 |
$11,000 |
1 |
|
BANK OF AMERICA CORP /DE/ |
5792 |
*New |
2024-03-31 |
185 |
$10,000 |
185 |
|
Aptus Capital Advisors LLC |
1041 |
*New |
2024-03-31 |
125 |
$7,000 |
125 |
|
BURKETT FINANCIAL SERVICES LLC |
156 |
- |
2024-03-31 |
78 |
$4,000 |
0 |
|
FMR LLC |
4401 |
- |
2024-03-31 |
70 |
$4,000 |
47 |
|
Planning Capital Management Corp |
513 |
*New |
2024-03-31 |
65 |
$4,000 |
65 |
|
Your Advocates Ltd. LLP |
209 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
AE Wealth Management LLC |
1225 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,670 |
|
DHJJ Financial Advisors Ltd. |
671 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
Argent Advisors Inc. |
140 |
*Closed |
2024-03-31 |
0 |
$0 |
-50,201 |
|
PROEQUITIES INC. |
6045 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HANSON MCCLAIN, INC. |
3577 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1942 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
98 Records found
|
1
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