| |
Institutional
Holders
Total
Institutions:
 |
72  3 |
|
|
Total
shares held :
|
1,565,709 |
|
|
% of shares
held :
|
5.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-396,898 |
|
|
% of shares
held change :
|
-1.43% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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|
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 |
8 |
- |
2024-03-31 |
1,946,304 |
$76,451,000 |
1,945,870 |
|
| Brookstone Capital Management |
148 |
- |
2024-03-31 |
242,513 |
$9,526,000 |
227,546 |
|
| Penserra Capital Management LLC |
151 |
- |
2024-03-31 |
228,444 |
$8,973,000 |
61,854 |
|
| Advisor Group Holdings Inc. |
1030 |
- |
2024-03-31 |
128,389 |
$5,043,000 |
31,815 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1170 |
- |
2024-03-31 |
125,273 |
$4,921,000 |
71,557 |
|
| Cetera Investment Advisers |
1129 |
- |
2024-03-31 |
96,608 |
$3,795,000 |
77,034 |
|
| HIGHTOWER ADVISORS, LLC |
1077 |
- |
2024-03-31 |
95,074 |
$3,732,000 |
11,565 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1352 |
- |
2024-03-31 |
85,889 |
$3,374,000 |
74,469 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2295 |
- |
2024-03-31 |
78,267 |
$3,074,000 |
48,449 |
|
| My Personal CFO LLC |
12 |
- |
2024-03-31 |
75,125 |
$2,951,000 |
6,625 |
|
| BLAIR WILLIAM & CO/IL |
594 |
- |
2024-03-31 |
73,979 |
$2,906,000 |
2,027 |
|
| Bellwether Advisors LLC |
45 |
- |
2024-03-31 |
68,241 |
$2,681,000 |
26,856 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1091 |
- |
2024-03-31 |
67,514 |
$2,652,000 |
21,575 |
|
| Fragasso Group Inc. |
70 |
- |
2024-03-31 |
66,532 |
$2,613,000 |
183 |
|
| MULTIFINANCIAL SECURITIES CORP |
817 |
- |
2024-03-31 |
51,157 |
$2,009,000 |
2,208 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
55 |
- |
2024-03-31 |
38,086 |
$1,496,000 |
456 |
|
| DHJJ Financial Advisors Ltd. |
32 |
- |
2024-03-31 |
36,953 |
$1,452,000 |
324 |
|
| LINCOLN NATIONAL CORP |
411 |
- |
2024-03-31 |
36,150 |
$1,420,000 |
3,685 |
|
| Beacon Pointe Advisors LLC |
601 |
- |
2024-03-31 |
33,083 |
$1,300,000 |
8,663 |
|
| TOWNSQUARE CAPITAL LLC |
596 |
- |
2024-03-31 |
32,430 |
$1,274,000 |
14,105 |
|
| FINANCIAL NETWORK |
1367 |
- |
2024-03-31 |
28,813 |
$1,132,000 |
5,213 |
|
| HPM Partners LLC |
1225 |
- |
2024-03-31 |
28,588 |
$1,123,000 |
10,213 |
|
| BCS Wealth Management |
66 |
- |
2024-03-31 |
27,596 |
$1,084,000 |
13,324 |
|
| Snowden Capital Advisors LLC |
571 |
- |
2024-03-31 |
19,665 |
$772,000 |
3,870 |
|
| LPL FINANCIAL CORP |
3384 |
- |
2024-03-31 |
18,769 |
$737,000 |
12,723 |
|
| RFG Advisory Group LLC |
447 |
- |
2024-03-31 |
16,606 |
$652,000 |
10,787 |
|
| PCA Investment Advisory Services Inc. |
45 |
- |
2024-03-31 |
16,236 |
$638,000 |
6,644 |
|
| PRINCIPAL SECURITIES INC. |
617 |
- |
2024-03-31 |
14,262 |
$560,000 |
2,924 |
|
| Lantz Financial LLC |
116 |
- |
2024-03-31 |
13,919 |
$547,000 |
3,743 |
|
| CoreCap Advisors LLC |
338 |
- |
2023-12-31 |
14,532 |
$532,000 |
741 |
|
| SRS Capital Advisors Inc. |
161 |
- |
2024-03-31 |
13,328 |
$524,000 |
1,415 |
|
| ADVISORY SERVICES NETWORK, LLC |
946 |
- |
2024-03-31 |
13,065 |
$513,000 |
9,901 |
|
| Strategic Blueprint LLC |
376 |
- |
2024-03-31 |
12,793 |
$503,000 |
4,034 |
|
| Outlook Wealth Advisors LLC |
141 |
- |
2024-03-31 |
12,308 |
$483,000 |
2,336 |
|
| Sigma Planning Corp |
857 |
- |
2024-03-31 |
9,750 |
$383,000 |
9,750 |
|
| Vantage Financial Partners LLC |
101 |
- |
2024-03-31 |
9,057 |
$356,000 |
3,259 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
540 |
- |
2024-03-31 |
7,114 |
$279,000 |
1,560 |
|
| Global Trust Asset Management LLC |
145 |
- |
2024-03-31 |
6,450 |
$253,000 |
3,950 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
594 |
- |
2024-03-31 |
2,250 |
$88,000 |
1,000 |
|
| Sugarloaf Wealth Management LLC |
250 |
- |
2024-03-31 |
1,970 |
$77,000 |
203 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1193 |
- |
2024-03-31 |
1,800 |
$71,000 |
350 |
|
|
41 Records found
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1
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