| |
Institutional
Holders
Total
Institutions:
 |
100  7 |
|
|
Total
shares held :
|
10,977,141 |
|
|
% of shares
held :
|
12.2% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
-210,503 |
|
|
% of shares
held change :
|
 -0.23% |
|
| 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 |
  Cresset Asset Management LLC |
71 |
- |
2024-03-31 |
1,754,208 |
$42,557,000 |
76,741 |
|
| SUMMIT ASSET MANAGEMENT, LLC |
7 |
- |
2024-03-31 |
791,765 |
$19,208,000 |
49,429 |
|
| Souders Financial Advisors |
12 |
- |
2024-03-31 |
520,931 |
$12,638,000 |
34,981 |
|
| OLD MISSION CAPITAL LLC |
80 |
- |
2024-03-31 |
306,368 |
$7,432,000 |
230,222 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1721 |
- |
2024-03-31 |
301,109 |
$7,305,000 |
266,810 |
|
| Advisor Group Holdings Inc. |
933 |
- |
2024-03-31 |
242,621 |
$5,886,000 |
14,088 |
|
| LPL FINANCIAL CORP |
1710 |
- |
2024-03-31 |
221,744 |
$5,380,000 |
26,852 |
|
| STIFEL FINANCIAL CORP |
1139 |
- |
2024-03-31 |
205,092 |
$4,976,000 |
4,072 |
|
| Asset Advisors Investment Management LLC |
42 |
- |
2024-03-31 |
187,524 |
$4,549,000 |
5,794 |
|
| Iron Financial LLC |
17 |
- |
2024-03-31 |
114,507 |
$2,778,000 |
16,960 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
235 |
- |
2024-03-31 |
94,840 |
$2,301,000 |
768 |
|
| LongView Wealth Management |
30 |
- |
2024-03-31 |
90,661 |
$2,199,000 |
26,323 |
|
| MORGAN STANLEY |
4483 |
- |
2024-03-31 |
79,217 |
$1,922,000 |
74,603 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
370 |
- |
2024-03-31 |
78,260 |
$1,899,000 |
4,675 |
|
| Noble Family Wealth LLC |
32 |
- |
2024-03-31 |
74,632 |
$1,811,000 |
386 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1838 |
- |
2024-03-31 |
73,843 |
$1,791,000 |
6,636 |
|
| Sowell Financial Services LLC |
271 |
- |
2024-03-31 |
65,331 |
$1,585,000 |
2,513 |
|
| Mutual Advisors LLC |
331 |
- |
2024-03-31 |
64,503 |
$1,565,000 |
4,960 |
|
| WEST OAK CAPITAL LLC |
49 |
- |
2024-03-31 |
64,218 |
$1,558,000 |
1,820 |
|
| MML INVESTORS SERVICES LLC |
1186 |
- |
2024-03-31 |
62,441 |
$1,515,000 |
35,994 |
|
| Embree Financial Group |
70 |
- |
2024-03-31 |
54,632 |
$1,325,000 |
957 |
|
| J P MORGAN CHASE & CO |
3237 |
- |
2024-03-31 |
50,898 |
$1,235,000 |
31,449 |
|
| OHE FINANCIAL INC |
115 |
- |
2024-03-31 |
45,533 |
$1,105,000 |
6,233 |
|
| VANGUARD GROUP INC |
3796 |
- |
2024-03-31 |
42,817 |
$1,039,000 |
10 |
|
| Spinnaker Investment Group LLC |
31 |
- |
2024-03-31 |
39,860 |
$967,000 |
241 |
|
| CAP Partners LLC |
31 |
- |
2024-03-31 |
36,395 |
$883,000 |
745 |
|
| COWA LLC |
44 |
- |
2024-03-31 |
35,718 |
$867,000 |
4,622 |
|
| RAYMOND JAMES & ASSOCIATES |
2712 |
- |
2024-03-31 |
33,163 |
$805,000 |
537 |
|
| HAMEL ASSOCIATES INC. |
60 |
- |
2024-03-31 |
30,000 |
$728,000 |
14,000 |
|
| Streettalk Advisors LLC |
204 |
- |
2024-03-31 |
29,106 |
$706,000 |
2,059 |
|
| Per Stirling Capital Management LLC. |
119 |
- |
2024-03-31 |
27,349 |
$663,000 |
1,905 |
|
| Cape Investment Advisory Inc. |
63 |
- |
2023-12-31 |
26,507 |
$652,000 |
26,357 |
|
| Acorn Wealth Advisors LLC |
76 |
- |
2024-03-31 |
22,287 |
$541,000 |
8,587 |
|
| Kestra Advisory Services LLC |
1598 |
- |
2024-03-31 |
22,257 |
$540,000 |
522 |
|
| CVA Family Office LLC |
134 |
- |
2024-03-31 |
21,574 |
$523,000 |
7 |
|
| Vawter Financial Ltd. |
46 |
- |
2024-03-31 |
19,972 |
$485,000 |
7,390 |
|
| MARINER WEALTH ADVISORS, LLC |
2167 |
- |
2024-03-31 |
17,271 |
$419,000 |
7,670 |
|
| Collaborative Wealth Managment Inc. |
113 |
- |
2024-03-31 |
13,839 |
$336,000 |
1,879 |
|
| ASSET MANAGEMENT GROUP, INC. |
116 |
- |
2024-03-31 |
12,532 |
$304,000 |
499 |
|
| Canvas Wealth Advisors LLC |
123 |
- |
2024-03-31 |
10,355 |
$241,000 |
10,355 |
|
| Aptus Capital Advisors LLC |
700 |
- |
2024-03-31 |
8,873 |
$215,000 |
8,728 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
418 |
- |
2024-03-31 |
6,000 |
$146,000 |
2,000 |
|
| Anchor Investment Management LLC |
504 |
- |
2024-03-31 |
2,503 |
$61,000 |
204 |
|
| AdvisorNet Financial Inc |
841 |
- |
2024-03-31 |
1,818 |
$44,000 |
12 |
|
| FMR LLC |
3560 |
- |
2024-03-31 |
1,582 |
$38,000 |
836 |
|
| CALDWELL SUTTER CAPITAL INC. |
412 |
- |
2024-03-31 |
1,294 |
$31,000 |
866 |
|
| PROEQUITIES INC. |
1635 |
- |
2024-03-31 |
500 |
$12,000 |
500 |
|
| Main Street Group LTD |
536 |
- |
2024-03-31 |
210 |
$5,000 |
2 |
|
|
48 Records found
|
1
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