|
Institutional
Holders
Total
Institutions:
|
33 4 |
|
Total
shares held :
|
2,451,852 |
|
% of shares
held :
|
27.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
1,063,924 |
|
% of shares
held change :
|
11.82% |
|
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 |
Trust Co |
19 |
- |
2024-03-31 |
289,419 |
$6,497,000 |
7,148 |
|
BB&T CORP |
855 |
- |
2024-03-31 |
236,515 |
$5,310,000 |
44,652 |
|
Dynasty Wealth Management LLC |
44 |
*New |
2024-03-31 |
220,238 |
$4,944,000 |
220,238 |
|
Quotient Wealth Partners LLC |
41 |
- |
2024-03-31 |
216,150 |
$4,853,000 |
35,462 |
|
Prentice Wealth Management LLC |
15 |
- |
2024-03-31 |
170,317 |
$3,824,000 |
77,128 |
|
Beta Wealth Group Inc. |
28 |
- |
2024-03-31 |
112,131 |
$2,517,000 |
2,939 |
|
FourThought Financial Partners LLC |
87 |
*New |
2024-03-31 |
109,516 |
$2,459,000 |
109,516 |
|
ATRIA INVESTMENTS LLC |
593 |
- |
2024-03-31 |
103,846 |
$2,331,000 |
-2,255 |
|
HIGHTOWER ADVISORS, LLC |
1479 |
- |
2024-03-31 |
76,595 |
$1,721,000 |
-153,898 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1863 |
- |
2024-03-31 |
76,076 |
$1,708,000 |
8,013 |
|
JANE STREET GROUP LLC |
2579 |
- |
2024-03-31 |
67,214 |
$1,509,000 |
-101,986 |
|
Kestra Advisory Services LLC |
1173 |
- |
2024-03-31 |
49,328 |
$1,107,000 |
3,225 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
220 |
- |
2024-03-31 |
34,783 |
$781,000 |
-1,658 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2129 |
- |
2024-03-31 |
26,488 |
$595,000 |
-1,070 |
|
CREATIVE PLANNING |
1811 |
*New |
2024-03-31 |
23,423 |
$526,000 |
23,423 |
|
Advisor Group Holdings Inc. |
2973 |
- |
2024-03-31 |
20,795 |
$467,000 |
7,178 |
|
FLOW TRADERS U.S. LLC |
468 |
- |
2024-03-31 |
19,924 |
$447,000 |
-17,032 |
|
Veracity Capital LLC |
131 |
- |
2024-03-31 |
19,800 |
$445,000 |
0 |
|
Ausdal Financial Partners Inc. |
356 |
*New |
2024-03-31 |
14,563 |
$327,000 |
14,563 |
|
ENVESTNET ASSET MANAGEMENT INC |
3707 |
*New |
2024-03-31 |
12,936 |
$290,000 |
12,936 |
|
Krasney Financial LLC |
241 |
*New |
2024-03-31 |
12,107 |
$272,000 |
12,107 |
|
MATTERN CAPITAL MANAGEMENT LLC |
145 |
- |
2024-03-31 |
11,744 |
$264,000 |
-216 |
|
New Capital Management LP |
51 |
- |
2024-03-31 |
11,160 |
$251,000 |
0 |
|
DIVERSIFIED TRUST CO |
713 |
*New |
2024-03-31 |
10,000 |
$225,000 |
10,000 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
288 |
*New |
2024-03-31 |
9,627 |
$216,000 |
9,627 |
|
Garrett Investment Advisors LLC |
244 |
*New |
2024-03-31 |
9,298 |
$209,000 |
9,298 |
|
WETZEL INVESTMENT ADVISORS INC. |
115 |
- |
2024-03-31 |
8,828 |
$195,000 |
0 |
|
JFS WEALTH ADVISORS, LLC |
249 |
- |
2024-03-31 |
8,267 |
$186,000 |
2,822 |
|
HARBOUR INVESTMENTS INC. |
1430 |
- |
2023-12-31 |
2,416 |
$53,000 |
0 |
|
AdvisorNet Financial Inc |
855 |
- |
2024-03-31 |
1,883 |
$42,000 |
0 |
|
Planning Capital Management Corp |
217 |
- |
2024-03-31 |
1,651 |
$37,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1953 |
*New |
2024-03-31 |
1,000 |
$22,000 |
1,000 |
|
Steward Partners Investment Advisory LLC |
2526 |
- |
2024-03-31 |
846 |
$19,000 |
0 |
|
Parallel Advisors LLC |
2031 |
- |
2024-03-31 |
799 |
$18,000 |
0 |
|
Transcendent Capital Group LLC |
275 |
- |
2024-03-31 |
741 |
$17,000 |
328 |
|
Sunbelt Securities Inc. |
1196 |
- |
2024-03-31 |
485 |
$11,000 |
0 |
|
CWM LLC |
3445 |
*New |
2024-03-31 |
341 |
$8,000 |
341 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
248 |
*Closed |
2024-03-31 |
0 |
$0 |
-38,300 |
|
Cetera Investment Advisers |
3612 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,989 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5759 |
*Closed |
2024-03-31 |
0 |
$0 |
-192,259 |
|
PROEQUITIES INC. |
4706 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7393 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
J P MORGAN CHASE & CO |
6347 |
*Closed |
2024-03-31 |
0 |
$0 |
-207,516 |
|
ROYAL BANK OF CANADA |
6852 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,097 |
|
GFG Capital LLC |
132 |
*Closed |
2024-03-31 |
0 |
$0 |
-282,683 |
|
Apollon Wealth Management LLC |
1162 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,000 |
|
|
46 Records found
|
1
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