|
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 |
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 |
|
Per Stirling Capital Management LLC. |
15 |
- |
2024-03-31 |
177,369 |
$9,927,000 |
16,489 |
|
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 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
129 |
- |
2024-03-31 |
88,963 |
$4,979,000 |
10,949 |
|
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 |
|
Visionary Wealth Advisors |
116 |
- |
2024-03-31 |
60,607 |
$3,392,000 |
26,303 |
|
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 |
|
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 |
|
Ameritas Advisory Services LLC |
273 |
- |
2024-03-31 |
29,454 |
$1,629,000 |
29,454 |
|
Brookstone Capital Management |
422 |
- |
2024-03-31 |
23,895 |
$1,337,000 |
18,605 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
649 |
- |
2024-03-31 |
13,056 |
$731,000 |
1,184 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
131 |
- |
2024-03-31 |
10,637 |
$595,000 |
1,927 |
|
Bank of Marin |
69 |
- |
2024-03-31 |
10,115 |
$566,000 |
1,890 |
|
DeDora Capital Inc. |
83 |
- |
2024-03-31 |
8,945 |
$501,000 |
3,297 |
|
Breakwater Capital Group |
157 |
- |
2024-03-31 |
8,779 |
$491,000 |
1,006 |
|
Cooper Financial Group |
230 |
- |
2024-03-31 |
8,122 |
$455,000 |
1,068 |
|
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 |
|
Sprinkle Financial Consultants LLC |
50 |
- |
2024-03-31 |
5,988 |
$335,000 |
5 |
|
CITADEL ADVISORS LLC |
4375 |
- |
2024-03-31 |
4,442 |
$249,000 |
4,442 |
|
Castle Rock Wealth Management LLC |
210 |
- |
2024-03-31 |
4,397 |
$241,000 |
150 |
|
Resurgent Financial Advisors LLC |
165 |
- |
2024-03-31 |
4,137 |
$232,000 |
2,035 |
|
Global Retirement Partners LLC |
1061 |
- |
2024-03-31 |
1,845 |
$103,000 |
1,215 |
|
Capital Advisors Ltd. LLC |
360 |
- |
2024-03-31 |
1,507 |
$84,000 |
550 |
|
FMR LLC |
4401 |
- |
2024-03-31 |
70 |
$4,000 |
47 |
|
|
38 Records found
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1
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