| |
Institutional
Holders
Total
Institutions:
 |
152  5 |
|
|
Total
shares held :
|
12,995,725 |
|
|
% of shares
held :
|
84.57% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-55 |
|
|
Amount
of shares held :
|
-1,338,504 |
|
|
% of shares
held change :
|
-8.71% |
|
| 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 |
  AE Wealth Management LLC |
43 |
- |
2024-03-31 |
1,246,469 |
$41,869,000 |
1,188,191 |
|
| Penserra Capital Management LLC |
63 |
- |
2024-03-31 |
1,000,201 |
$33,596,000 |
76,545 |
|
| SageView Advisory Group LLC |
23 |
- |
2024-03-31 |
304,177 |
$12,696,000 |
175,974 |
|
| Advisor Group Holdings Inc. |
579 |
- |
2024-03-31 |
370,101 |
$12,431,000 |
12,871 |
|
| Strategic Wealth Partners Group LLC |
25 |
- |
2024-03-31 |
233,206 |
$7,833,000 |
135,319 |
|
| Motiv8 Investments LLC |
4 |
- |
2024-03-31 |
226,577 |
$7,611,000 |
58,511 |
|
| Bellwether Advisors LLC |
14 |
- |
2024-03-31 |
216,030 |
$7,256,000 |
6,983 |
|
| Cetera Investment Advisers |
822 |
- |
2024-03-31 |
202,041 |
$6,787,000 |
166,233 |
|
| AA Financial Advisors LLC |
8 |
- |
2024-03-31 |
191,520 |
$6,433,000 |
186 |
|
| Southland Equity Partners LLC |
12 |
- |
2024-03-31 |
179,061 |
$6,015,000 |
4,405 |
|
| GILL CAPITAL PARTNERS LLC |
14 |
- |
2024-03-31 |
170,142 |
$5,599,000 |
114,795 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1119 |
- |
2024-03-31 |
153,321 |
$5,150,000 |
15,776 |
|
| Kestra Advisory Services LLC |
512 |
- |
2024-03-31 |
151,958 |
$5,104,000 |
49,752 |
|
| LPL FINANCIAL CORP |
1826 |
- |
2024-03-31 |
139,150 |
$4,674,000 |
30,223 |
|
| BLAIR WILLIAM & CO/IL |
528 |
- |
2024-03-31 |
115,306 |
$3,873,000 |
3,057 |
|
| KFG WEALTH MANAGEMENT LLC |
18 |
- |
2024-03-31 |
106,197 |
$3,567,000 |
6,391 |
|
| FINANCIAL NETWORK |
765 |
- |
2024-03-31 |
104,844 |
$3,522,000 |
8,877 |
|
| Elmwood Wealth Management Inc. |
14 |
- |
2024-03-31 |
104,172 |
$3,499,000 |
58,690 |
|
| Goss Wealth Management LLC |
497 |
- |
2024-03-31 |
102,836 |
$3,454,000 |
65,805 |
|
| MML INVESTORS SERVICES LLC |
816 |
- |
2024-03-31 |
98,726 |
$3,316,000 |
6,499 |
|
| BB&T CORP |
1147 |
- |
2024-03-31 |
78,052 |
$2,622,000 |
4,731 |
|
| BERSON & CORRADO INVESTMENT ADVISORS, LLC |
25 |
- |
2024-03-31 |
62,251 |
$2,091,000 |
33,489 |
|
| CoreCap Advisors LLC |
169 |
- |
2023-12-31 |
57,990 |
$1,896,000 |
2,220 |
|
| Castle Rock Wealth Management LLC |
53 |
- |
2024-03-31 |
54,287 |
$1,781,000 |
16,358 |
|
| WPWealth LLP |
23 |
- |
2024-03-31 |
43,349 |
$1,456,000 |
14,009 |
|
| RFG Advisory Group LLC |
304 |
- |
2024-03-31 |
39,063 |
$1,312,000 |
32,362 |
|
| WorthPointe LLC |
18 |
- |
2024-03-31 |
37,606 |
$1,263,000 |
4,264 |
|
| FINANCIAL ARCHITECTS INC |
150 |
- |
2023-06-30 |
29,301 |
$905,000 |
18,201 |
|
| FSA Advisors Inc. |
32 |
- |
2024-03-31 |
24,346 |
$818,000 |
5,262 |
|
| INTEGRAL INVESTMENT ADVISORS INC. |
66 |
- |
2024-03-31 |
22,692 |
$762,000 |
3,932 |
|
| Continuum Advisory LLC |
181 |
- |
2024-03-31 |
22,571 |
$758,000 |
6,804 |
|
| BCJ Capital Management LLC |
191 |
- |
2024-03-31 |
21,333 |
$717,000 |
3,413 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
57 |
- |
2024-03-31 |
20,013 |
$672,000 |
3,250 |
|
| Weaver Consulting Group |
80 |
- |
2024-03-31 |
18,748 |
$630,000 |
150 |
|
| Change Path LLC |
501 |
- |
2024-03-31 |
18,589 |
$624,000 |
7,822 |
|
| HARBOUR INVESTMENTS INC. |
483 |
- |
2023-12-31 |
18,431 |
$603,000 |
3,794 |
|
| AdvisorNet Financial Inc |
280 |
- |
2024-03-31 |
17,393 |
$584,000 |
1,163 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
754 |
- |
2024-03-31 |
17,631 |
$540,000 |
5,649 |
|
| J P MORGAN CHASE & CO |
3859 |
- |
2024-03-31 |
11,876 |
$399,000 |
11,723 |
|
| BCGM Wealth Management LLC |
103 |
- |
2024-03-31 |
11,309 |
$380,000 |
2,530 |
|
| CONTINUUM WEALTH ADVISORS LLC |
43 |
- |
2024-03-31 |
10,154 |
$341,000 |
1,300 |
|
| ACCUVEST GLOBAL ADVISORS |
97 |
- |
2024-03-31 |
10,005 |
$336,000 |
10,005 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
358 |
- |
2024-03-31 |
7,880 |
$265,000 |
200 |
|
| MORGAN STANLEY |
5896 |
- |
2024-03-31 |
2,040 |
$69,000 |
167 |
|
|
44 Records found
|
1
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