|
Institutional
Holders
Total
Institutions:
|
83 3 |
|
Total
shares held :
|
2,857,050 |
|
% of shares
held :
|
69.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
274,473 |
|
% of shares
held change :
|
6.69% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
471 |
- |
2024-03-31 |
485,853 |
$21,154,000 |
47,814 |
|
Crown Wealth Group LLC |
3 |
- |
2024-03-31 |
322,745 |
$14,052,000 |
27,846 |
|
INTEGRAL INVESTMENT ADVISORS INC. |
4 |
- |
2024-03-31 |
224,404 |
$9,766,000 |
49,914 |
|
Penserra Capital Management LLC |
149 |
- |
2024-03-31 |
207,084 |
$9,016,000 |
56,082 |
|
U.S. Capital Wealth Advisors LLC |
86 |
- |
2024-03-31 |
163,452 |
$7,117,000 |
42,214 |
|
Aurum Wealth Management Group LLC |
21 |
- |
2024-03-31 |
147,814 |
$6,436,000 |
141,321 |
|
HIGHTOWER ADVISORS, LLC |
853 |
- |
2024-03-31 |
145,183 |
$6,325,000 |
21,905 |
|
ENVESTNET ASSET MANAGEMENT INC |
1850 |
- |
2024-03-31 |
136,779 |
$5,955,000 |
93,186 |
|
Advisor Group Holdings Inc. |
961 |
- |
2024-03-31 |
127,861 |
$5,567,000 |
26,123 |
|
JANNEY MONTGOMERY SCOTT LLC |
792 |
- |
2024-03-31 |
105,418 |
$4,590,000 |
429 |
|
Cetera Investment Advisers |
1038 |
- |
2024-03-31 |
102,998 |
$4,485,000 |
96,068 |
|
Maltin Wealth Management Inc. |
10 |
- |
2024-03-31 |
85,686 |
$3,731,000 |
9,777 |
|
FINANCIAL NETWORK |
859 |
- |
2024-03-31 |
65,835 |
$2,866,000 |
15,185 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1457 |
- |
2024-03-31 |
63,916 |
$2,783,000 |
20,286 |
|
LPL FINANCIAL CORP |
2228 |
- |
2024-03-31 |
63,356 |
$2,759,000 |
29,546 |
|
My Personal CFO LLC |
23 |
- |
2024-03-31 |
47,390 |
$2,063,000 |
10,050 |
|
HPM Partners LLC |
961 |
- |
2024-03-31 |
46,443 |
$2,022,000 |
27,753 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1281 |
- |
2024-03-31 |
44,304 |
$1,929,000 |
11,884 |
|
Kestra Advisory Services LLC |
920 |
- |
2024-03-31 |
42,142 |
$1,835,000 |
8,333 |
|
Strategic Blueprint LLC |
162 |
- |
2024-03-31 |
40,753 |
$1,774,000 |
3,781 |
|
RFG Advisory Group LLC |
247 |
- |
2024-03-31 |
40,689 |
$1,772,000 |
32,297 |
|
BB&T CORP |
1319 |
- |
2024-03-31 |
40,598 |
$1,768,000 |
2,141 |
|
OLD MISSION CAPITAL LLC |
262 |
- |
2024-03-31 |
37,798 |
$1,646,000 |
37,798 |
|
MULTIFINANCIAL SECURITIES CORP |
961 |
- |
2024-03-31 |
34,108 |
$1,485,000 |
6,249 |
|
Motiv8 Investments LLC |
21 |
- |
2024-03-31 |
33,797 |
$1,472,000 |
2,504 |
|
Sigma Planning Corp |
427 |
- |
2024-03-31 |
29,277 |
$1,275,000 |
23,427 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
63 |
- |
2024-03-31 |
28,892 |
$1,258,000 |
452 |
|
MML INVESTORS SERVICES LLC |
1338 |
- |
2024-03-31 |
26,081 |
$1,136,000 |
16,399 |
|
LINCOLN NATIONAL CORP |
497 |
- |
2024-03-31 |
24,762 |
$1,078,000 |
6,721 |
|
Lantz Financial LLC |
87 |
- |
2024-03-31 |
21,198 |
$923,000 |
567 |
|
Stratos Wealth Advisors LLC |
365 |
- |
2024-03-31 |
18,665 |
$813,000 |
3,681 |
|
ADVISORY SERVICES NETWORK, LLC |
814 |
- |
2024-03-31 |
16,405 |
$714,000 |
15,760 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
386 |
- |
2024-03-31 |
12,737 |
$555,000 |
2,480 |
|
Vantage Financial Partners LLC |
80 |
- |
2024-03-31 |
11,951 |
$520,000 |
3,693 |
|
SRS Capital Advisors Inc. |
166 |
- |
2024-03-31 |
11,864 |
$517,000 |
99 |
|
ROYAL BANK OF CANADA |
3469 |
- |
2024-03-31 |
11,310 |
$492,000 |
11,310 |
|
PCA Investment Advisory Services Inc. |
60 |
- |
2024-03-31 |
10,550 |
$459,000 |
5,622 |
|
HARBOUR INVESTMENTS INC. |
614 |
- |
2023-12-31 |
9,659 |
$395,000 |
3,164 |
|
Waterloo Capital L.P. |
294 |
- |
2024-03-31 |
6,575 |
$286,000 |
1,225 |
|
Lewis Asset Management LLC |
102 |
- |
2024-03-31 |
6,044 |
$263,000 |
118 |
|
Beacon Pointe Advisors LLC |
1157 |
- |
2024-03-31 |
5,584 |
$243,000 |
5,584 |
|
ACCUVEST GLOBAL ADVISORS |
110 |
- |
2024-03-31 |
4,898 |
$213,000 |
4,898 |
|
CENTAURUS FINANCIAL INC. |
629 |
- |
2024-03-31 |
4,380 |
$191,000 |
894 |
|
UBS Group AG |
5374 |
- |
2024-03-31 |
982 |
$43,000 |
982 |
|
|
44 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|