| |
Institutional
Holders
Total
Institutions:
 |
69  5 |
|
|
Total
shares held :
|
2,887,120 |
|
|
% of shares
held :
|
75.19% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -8 |
|
|
Amount
of shares held :
|
390,578 |
|
|
% of shares
held change :
|
10.17% |
|
| 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 |
  GRADIENT INVESTMENTS LLC |
59 |
- |
2024-03-31 |
615,452 |
$19,254,000 |
615,018 |
|
| ALTFEST L J & CO INC |
16 |
- |
2024-03-31 |
382,636 |
$11,971,000 |
12,355 |
|
| Compass Advisory Group LLC |
6 |
- |
2024-03-31 |
352,604 |
$11,031,000 |
13,082 |
|
| BLAIR WILLIAM & CO/IL |
359 |
- |
2024-03-31 |
274,501 |
$8,588,000 |
67,756 |
|
| Long Island Wealth Management Inc. |
4 |
- |
2024-03-31 |
207,493 |
$6,491,000 |
14,287 |
|
| JANNEY MONTGOMERY SCOTT LLC |
785 |
- |
2024-03-31 |
151,297 |
$4,733,000 |
140,727 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1293 |
- |
2024-03-31 |
131,326 |
$4,109,000 |
39,116 |
|
| SageView Advisory Group LLC |
74 |
- |
2024-03-31 |
125,342 |
$3,404,000 |
103,141 |
|
| Advisor Group Holdings Inc. |
1536 |
- |
2024-03-31 |
78,836 |
$2,467,000 |
15,056 |
|
| BERSON & CORRADO INVESTMENT ADVISORS, LLC |
34 |
- |
2024-03-31 |
61,072 |
$1,911,000 |
7,119 |
|
| Cetera Investment Advisers |
1627 |
- |
2024-03-31 |
56,883 |
$1,780,000 |
49,758 |
|
| WPWealth LLP |
21 |
- |
2024-03-31 |
47,530 |
$1,487,000 |
2,298 |
|
| FINANCIAL NETWORK |
1270 |
- |
2024-03-31 |
42,514 |
$1,330,000 |
8,288 |
|
| Diligent Investors LLC |
88 |
- |
2024-03-31 |
41,770 |
$1,307,000 |
21,493 |
|
| DHJJ Financial Advisors Ltd. |
38 |
- |
2024-03-31 |
37,257 |
$1,166,000 |
323 |
|
| Lantz Financial LLC |
80 |
- |
2024-03-31 |
34,489 |
$1,079,000 |
1,041 |
|
| Goss Wealth Management LLC |
970 |
- |
2024-03-31 |
33,323 |
$1,043,000 |
8,018 |
|
| Kestra Advisory Services LLC |
1225 |
- |
2024-03-31 |
32,198 |
$1,007,000 |
15,151 |
|
| Berger Financial Group Inc |
150 |
- |
2024-03-31 |
31,772 |
$994,000 |
9,556 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2798 |
- |
2024-03-31 |
26,300 |
$823,000 |
26,300 |
|
| Strategic Blueprint LLC |
295 |
- |
2024-03-31 |
24,079 |
$753,000 |
7,104 |
|
| LINCOLN NATIONAL CORP |
615 |
- |
2024-03-31 |
22,945 |
$718,000 |
5,217 |
|
| Wealth Alliance |
210 |
- |
2024-03-31 |
22,196 |
$694,000 |
10,053 |
|
| PFG Advisors |
352 |
- |
2024-03-31 |
20,369 |
$637,000 |
13,268 |
|
| H D Vest Advisory Services |
985 |
- |
2024-03-31 |
17,609 |
$551,000 |
5,170 |
|
| CASTLE WEALTH MANAGEMENT LLC |
77 |
- |
2024-03-31 |
17,022 |
$533,000 |
9,982 |
|
| BCS Wealth Management |
156 |
- |
2024-03-31 |
12,895 |
$403,000 |
5,134 |
|
| Brookstone Capital Management |
669 |
- |
2024-03-31 |
12,860 |
$402,000 |
12,860 |
|
| Steward Partners Investment Advisory LLC |
1213 |
- |
2024-03-31 |
10,613 |
$332,000 |
963 |
|
| BCJ Capital Management LLC |
292 |
- |
2024-03-31 |
10,089 |
$316,000 |
358 |
|
| CITADEL ADVISORS LLC |
4158 |
- |
2024-03-31 |
10,023 |
$314,000 |
1,400 |
|
| Sunbelt Securities Inc. |
430 |
- |
2024-03-31 |
9,545 |
$299,000 |
6,887 |
|
| Snowden Capital Advisors LLC |
942 |
- |
2024-03-31 |
9,516 |
$298,000 |
166 |
|
| Belpointe Asset Management LLC |
649 |
- |
2024-03-31 |
8,354 |
$261,000 |
597 |
|
| Clear Point Advisors Inc. |
112 |
- |
2024-03-31 |
5,262 |
$165,000 |
1,642 |
|
| BANK OF MONTREAL /CAN/ |
2886 |
- |
2024-03-31 |
2,800 |
$88,000 |
800 |
|
| PRINCIPAL SECURITIES INC. |
1408 |
- |
2024-03-31 |
2,218 |
$69,000 |
1,348 |
|
| J P MORGAN CHASE & CO |
5385 |
- |
2024-03-31 |
10,107 |
$0 |
10,107 |
|
|
38 Records found
|
1
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