| |
Institutional
Holders
Total
Institutions:
 |
79  1 |
|
|
Total
shares held :
|
6,073,513 |
|
|
% of shares
held :
|
67.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
|
Amount
of shares held :
|
325,082 |
|
|
% of shares
held change :
|
3.61% |
|
| 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 |
  ENVESTNET ASSET MANAGEMENT INC |
466 |
- |
2024-03-31 |
1,776,542 |
$89,804,000 |
130,058 |
|
| CWM LLC |
113 |
- |
2024-03-31 |
733,198 |
$37,063,000 |
49,138 |
|
| CX Institutional |
18 |
- |
2024-03-31 |
506,208 |
$25,583,000 |
110,808 |
|
| LPL FINANCIAL CORP |
942 |
- |
2024-03-31 |
397,271 |
$20,082,000 |
35,090 |
|
| Goldstein Advisors LLC |
11 |
- |
2024-03-31 |
341,904 |
$17,283,000 |
14,221 |
|
| MORGAN STANLEY |
3215 |
- |
2024-03-31 |
222,903 |
$11,268,000 |
91,909 |
|
| CONDOR CAPITAL MANAGEMENT |
36 |
- |
2024-03-31 |
136,759 |
$6,913,000 |
75,160 |
|
| BB&T CORP |
773 |
- |
2024-03-31 |
131,588 |
$6,652,000 |
1,930 |
|
| JANE STREET GROUP LLC |
1195 |
- |
2024-03-31 |
109,004 |
$5,510,000 |
86,810 |
|
| HIGHTOWER ADVISORS, LLC |
943 |
- |
2024-03-31 |
101,300 |
$5,126,000 |
95,723 |
|
| IFP Advisors Inc |
92 |
- |
2023-12-31 |
94,994 |
$4,841,000 |
57,742 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1271 |
- |
2024-03-31 |
83,752 |
$4,234,000 |
748 |
|
| Visionary Wealth Advisors |
106 |
- |
2024-03-31 |
74,863 |
$3,784,000 |
1,444 |
|
| GEM Asset Management LLC |
12 |
- |
2024-03-31 |
64,976 |
$3,249,000 |
1,085 |
|
| Certified Advisory Corp |
71 |
- |
2024-03-31 |
60,472 |
$3,057,000 |
2,268 |
|
| Orion Portfolio Solutions LLC |
534 |
- |
2024-03-31 |
51,072 |
$2,582,000 |
10,684 |
|
| Landmark Wealth Management LLC |
25 |
- |
2024-03-31 |
50,243 |
$2,540,000 |
2,280 |
|
| Mutual Advisors LLC |
235 |
- |
2024-03-31 |
46,832 |
$2,367,000 |
5,609 |
|
| ROYAL BANK OF CANADA |
2402 |
- |
2024-03-31 |
46,727 |
$2,362,000 |
25,794 |
|
| Kestra Advisory Services LLC |
803 |
- |
2024-03-31 |
46,374 |
$2,344,000 |
14,473 |
|
| Financial Advisory Service Inc. |
103 |
- |
2024-03-31 |
45,985 |
$2,325,000 |
3,376 |
|
| Core Wealth Advisors Inc. |
20 |
- |
2024-03-31 |
43,355 |
$2,192,000 |
4,055 |
|
| Pine Valley Investments Ltd Liability Co |
139 |
- |
2024-03-31 |
42,016 |
$2,124,000 |
3,594 |
|
| Global Retirement Partners LLC |
234 |
- |
2024-03-31 |
40,401 |
$2,042,000 |
5,741 |
|
| U.S. Capital Wealth Advisors LLC |
256 |
- |
2024-03-31 |
35,483 |
$1,794,000 |
9,514 |
|
| Financial Advocates Investment Management |
224 |
- |
2024-03-31 |
29,039 |
$1,513,000 |
7,737 |
|
| OneAscent Financial Services LLC |
86 |
- |
2024-03-31 |
29,889 |
$1,511,000 |
138 |
|
| MARINER WEALTH ADVISORS, LLC |
1275 |
- |
2024-03-31 |
28,729 |
$1,452,000 |
605 |
|
| J P MORGAN CHASE & CO |
3179 |
- |
2024-03-31 |
27,605 |
$1,395,000 |
27,602 |
|
| Good Life Advisors LLC |
136 |
- |
2024-03-31 |
26,594 |
$1,344,000 |
5,458 |
|
| COMERICA BANK |
1502 |
- |
2024-03-31 |
20,937 |
$1,058,000 |
102 |
|
| QUANTITATIVE ADVANTAGE LLC |
82 |
- |
2023-03-31 |
20,728 |
$1,044,000 |
5,205 |
|
| Equitable Holdings Inc. |
668 |
- |
2024-03-31 |
15,891 |
$803,000 |
1,267 |
|
| ERn Financial LLC |
111 |
- |
2024-03-31 |
14,353 |
$726,000 |
276 |
|
| J.W. COLE ADVISORS INC. |
419 |
- |
2024-03-31 |
14,274 |
$722,000 |
539 |
|
| Goss Wealth Management LLC |
1146 |
- |
2024-03-31 |
14,118 |
$714,000 |
600 |
|
| Lodestone Wealth Management LLC |
68 |
- |
2024-03-31 |
13,513 |
$683,000 |
61 |
|
| SYNOVUS FINANCIAL CORP |
558 |
- |
2024-03-31 |
13,082 |
$661,000 |
29 |
|
| SageView Advisory Group LLC |
278 |
- |
2024-03-31 |
12,227 |
$618,000 |
12,227 |
|
| First Affirmative Financial Network |
53 |
- |
2024-03-31 |
11,807 |
$597,000 |
863 |
|
| Gerber Kawasaki Wealth & Investment Management |
161 |
- |
2024-03-31 |
11,180 |
$565,000 |
973 |
|
| RAYMOND JAMES & ASSOCIATES |
2990 |
- |
2024-03-31 |
10,533 |
$532,000 |
3,961 |
|
| PRIVATE TRUST CO NA |
425 |
- |
2024-03-31 |
7,895 |
$399,000 |
365 |
|
| REGIMEN WEALTH LLC |
44 |
- |
2024-03-31 |
7,070 |
$357,000 |
1,608 |
|
| CRA Financial Services LLC |
169 |
- |
2024-03-31 |
6,246 |
$316,000 |
75 |
|
| Financial Partners Group Inc |
152 |
- |
2024-03-31 |
5,140 |
$260,000 |
661 |
|
| Geneos Wealth Management Inc. |
946 |
- |
2024-03-31 |
1,450 |
$73,000 |
1,215 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1265 |
- |
2024-03-31 |
475 |
$24,000 |
28 |
|
|
48 Records found
|
1
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