|
Institutional
Holders
Total
Institutions:
|
73 37 |
|
Total
shares held :
|
2,121,741 |
|
% of shares
held :
|
23.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
53 |
|
Amount
of shares held :
|
1,115,132 |
|
% of shares
held change :
|
12.39% |
|
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 |
Wescott Financial Advisory Group LLC |
3 |
- |
2024-03-31 |
539,357 |
$54,313,000 |
58,313 |
|
CAPITAL INVESTMENT SERVICES OF AMERICA INC |
38 |
- |
2024-03-31 |
80,350 |
$8,091,000 |
14,500 |
|
BANK OF AMERICA CORP /DE/ |
2706 |
- |
2024-03-31 |
71,193 |
$7,169,000 |
24,349 |
|
Landmark Financial Advisors LLC |
16 |
- |
2023-12-31 |
53,118 |
$5,387,000 |
5,332 |
|
RAYMOND JAMES & ASSOCIATES |
1590 |
- |
2024-03-31 |
48,793 |
$4,913,000 |
1,174 |
|
Diversified Portfolios Inc. |
37 |
- |
2024-03-31 |
37,495 |
$3,776,000 |
17,096 |
|
Kades & Cheifetz LLC |
12 |
- |
2024-03-31 |
37,424 |
$3,769,000 |
17,906 |
|
Taylor Cottrill Erickson & Associates Inc. |
27 |
- |
2024-03-31 |
26,580 |
$2,677,000 |
2,835 |
|
Evanson Asset Management LLC |
59 |
- |
2024-03-31 |
25,091 |
$2,527,000 |
20,191 |
|
Sterling Financial Planning Inc. |
35 |
- |
2024-03-31 |
21,691 |
$2,184,000 |
4,227 |
|
Firestone Capital Management |
40 |
- |
2024-03-31 |
17,739 |
$1,786,000 |
1,047 |
|
Silver Oak Advisory Group Inc. |
17 |
- |
2024-03-31 |
17,119 |
$1,724,000 |
1,201 |
|
MAYPORT LLC |
24 |
- |
2024-03-31 |
16,530 |
$1,665,000 |
8,610 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
178 |
- |
2024-03-31 |
13,890 |
$1,399,000 |
330 |
|
Cetera Investment Advisers |
1878 |
- |
2024-03-31 |
12,707 |
$1,280,000 |
4,198 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2172 |
- |
2024-03-31 |
10,646 |
$1,072,000 |
2,921 |
|
Eldridge Investment Advisors Inc. |
80 |
- |
2024-03-31 |
10,462 |
$1,054,000 |
50 |
|
Single Point Partners LLC |
38 |
- |
2024-03-31 |
9,864 |
$993,000 |
207 |
|
Laurel Wealth Advisors LLC |
104 |
- |
2024-03-31 |
9,854 |
$992,000 |
6,403 |
|
Private Advisor Group LLC |
1162 |
- |
2024-03-31 |
9,816 |
$988,000 |
1,442 |
|
Watchman Group Inc. |
53 |
- |
2024-03-31 |
8,025 |
$808,000 |
669 |
|
SINECERA CAPITAL LLC |
17 |
- |
2024-03-31 |
7,784 |
$784,000 |
1,343 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1905 |
- |
2024-03-31 |
7,620 |
$767,000 |
2,946 |
|
ENVESTNET ASSET MANAGEMENT INC |
3232 |
- |
2024-03-31 |
6,782 |
$683,000 |
4,502 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2563 |
- |
2024-03-31 |
4,563 |
$460,000 |
1,391 |
|
HBK SORCE ADVISORY LLC |
355 |
- |
2024-03-31 |
4,539 |
$457,000 |
255 |
|
AVAII WEALTH MANAGEMENT LLC |
84 |
- |
2024-03-31 |
3,676 |
$370,000 |
664 |
|
Resources Investment Advisors Inc. |
852 |
- |
2024-03-31 |
3,519 |
$354,000 |
67 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
326 |
- |
2024-03-31 |
3,127 |
$315,000 |
1,047 |
|
Advisor Group Holdings Inc. |
3321 |
- |
2024-03-31 |
2,972 |
$299,000 |
143 |
|
BROWN WEALTH MANAGEMENT LLC |
74 |
- |
2024-03-31 |
2,516 |
$253,000 |
9 |
|
TOWNSQUARE CAPITAL LLC |
1101 |
- |
2024-03-31 |
2,211 |
$223,000 |
8 |
|
CAROLINAS WEALTH CONSULTING LLC |
170 |
- |
2024-03-31 |
2,035 |
$205,000 |
10 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
232 |
- |
2024-03-31 |
700 |
$70,000 |
400 |
|
|
34 Records found
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1
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