| |
Institutional
Holders
Total
Institutions:
 |
35  5 |
|
|
Total
shares held :
|
2,381,152 |
|
|
% of shares
held :
|
26.46% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
120,899 |
|
|
% of shares
held change :
|
1.34% |
|
| 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 |
  Consolidated Planning Corp |
5 |
- |
2024-03-31 |
483,798 |
$18,344,000 |
34,645 |
|
| HIGHTOWER ADVISORS, LLC |
558 |
- |
2024-03-31 |
393,617 |
$14,926,000 |
36,468 |
|
| STIFEL FINANCIAL CORP |
756 |
- |
2024-03-31 |
302,969 |
$11,487,000 |
64,943 |
|
| Hedeker Wealth Management Group LLC |
17 |
- |
2024-03-31 |
166,328 |
$6,307,000 |
16,646 |
|
| Lokken Investment Group LLC |
10 |
- |
2024-03-31 |
135,126 |
$5,123,000 |
8,675 |
|
| RAYMOND JAMES & ASSOCIATES |
1599 |
- |
2024-03-31 |
127,678 |
$4,841,000 |
32,938 |
|
| Rockefeller Capital Management L.P. |
729 |
- |
2024-03-31 |
115,331 |
$4,373,000 |
11,958 |
|
| Steward Partners Investment Advisory LLC |
401 |
- |
2024-03-31 |
97,287 |
$3,689,000 |
9,007 |
|
| U.S. Capital Wealth Advisors LLC |
154 |
- |
2024-03-31 |
93,231 |
$3,535,000 |
39,087 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2241 |
- |
2024-03-31 |
87,744 |
$3,327,000 |
-4,167 |
|
| FIRST CITY CAPITAL MANAGEMENT INC |
11 |
- |
2023-12-31 |
78,822 |
$2,917,000 |
17,140 |
|
| TNB FINANCIAL |
67 |
- |
2024-03-31 |
70,860 |
$2,687,000 |
2,474 |
|
| Weaver Consulting Group |
31 |
- |
2024-03-31 |
60,921 |
$2,310,000 |
5,343 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
259 |
*New |
2024-03-31 |
51,867 |
$1,967,000 |
51,867 |
|
| Cape Investment Advisory Inc. |
22 |
- |
2023-12-31 |
48,628 |
$1,800,000 |
8,324 |
|
| Resource Planning Group |
24 |
- |
2023-12-31 |
46,217 |
$1,710,000 |
-17,892 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1225 |
- |
2024-03-31 |
44,400 |
$1,683,000 |
18,216 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1739 |
- |
2024-03-31 |
42,857 |
$1,625,000 |
-53,230 |
|
| Argent Trust Co |
255 |
- |
2024-03-31 |
36,700 |
$1,392,000 |
14,070 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
856 |
- |
2024-03-31 |
34,062 |
$1,292,000 |
-11,388 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
220 |
- |
2024-03-31 |
32,950 |
$1,249,000 |
21,750 |
|
| Prime Capital Investment Advisors LLC |
471 |
- |
2024-03-31 |
25,805 |
$978,000 |
18,730 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
518 |
- |
2024-03-31 |
24,815 |
$941,000 |
311 |
|
| GTS SECURITIES LLC |
632 |
*New |
2024-03-31 |
19,454 |
$738,000 |
19,454 |
|
| Toroso Investments LLC |
1022 |
- |
2024-03-31 |
18,528 |
$703,000 |
-2,182 |
|
| Frontier Asset Management LLC |
46 |
- |
2024-03-31 |
18,526 |
$702,000 |
-6,600 |
|
| Integrated Advisors Network LLC |
434 |
*New |
2024-03-31 |
14,555 |
$552,000 |
14,555 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3571 |
- |
2024-03-31 |
11,750 |
$446,000 |
966 |
|
| HB Wealth Management LLC |
550 |
- |
2024-03-31 |
10,992 |
$417,000 |
150 |
|
| Heritage Trust Co |
205 |
*New |
2024-03-31 |
10,883 |
$413,000 |
10,883 |
|
| Centric Wealth Management |
104 |
- |
2024-03-31 |
10,859 |
$389,000 |
-47 |
|
| RAYMOND JAMES TRUST CO |
998 |
- |
2024-03-31 |
7,618 |
$289,000 |
-2,368 |
|
| Strategic Blueprint LLC |
539 |
- |
2024-03-31 |
6,039 |
$229,000 |
-823 |
|
| Advisor Group Holdings Inc. |
5177 |
- |
2024-03-31 |
608 |
$23,000 |
-597 |
|
| IFP Advisors Inc |
2296 |
*New |
2023-12-31 |
179 |
$7,000 |
179 |
|
| MORGAN STANLEY |
6674 |
- |
2024-03-31 |
94 |
$4,000 |
-111 |
|
| UBS Group AG |
6386 |
- |
2024-03-31 |
103 |
$4,000 |
-573 |
|
| PROEQUITIES INC. |
8489 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6722 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
39 Records found
|
1
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