|
Institutional
Holders
Total
Institutions:
|
84 0 |
|
Total
shares held :
|
4,048,633 |
|
% of shares
held :
|
7.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-218,476 |
|
% of shares
held change :
|
-0.42% |
|
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 |
MORGAN STANLEY |
1719 |
- |
2024-03-31 |
855,708 |
$51,973,000 |
-4,911 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
140 |
- |
2024-03-31 |
797,858 |
$48,416,000 |
-8,839 |
|
LPL FINANCIAL CORP |
1418 |
- |
2024-03-31 |
144,763 |
$8,792,000 |
-29,220 |
|
Apexium Financial LP |
25 |
- |
2024-03-31 |
127,338 |
$7,734,000 |
-5,552 |
|
BANK OF AMERICA CORP /DE/ |
2680 |
- |
2024-03-31 |
123,439 |
$7,497,000 |
-1,970 |
|
BANK OF NEW YORK MELLON CORP |
2130 |
- |
2024-03-31 |
120,613 |
$7,326,000 |
-14,790 |
|
Onyx Bridge Wealth Group LLC |
18 |
- |
2024-03-31 |
124,086 |
$7,244,000 |
-1,654 |
|
WELLS FARGO & CO/MN |
1779 |
- |
2024-03-31 |
113,316 |
$6,882,000 |
-181,637 |
|
Waterfront Wealth Inc. |
9 |
- |
2024-03-31 |
106,261 |
$6,147,000 |
-2,475 |
|
LEGACY PRIVATE TRUST CO. |
55 |
- |
2024-03-31 |
100,614 |
$6,111,000 |
-1,182 |
|
STIFEL FINANCIAL CORP |
1057 |
- |
2024-03-31 |
95,762 |
$5,816,000 |
-511 |
|
GILL CAPITAL PARTNERS LLC |
21 |
- |
2024-03-31 |
70,260 |
$4,053,000 |
-7,373 |
|
Mutual Advisors LLC |
185 |
- |
2024-03-31 |
53,532 |
$3,251,000 |
-10,603 |
|
Advisor Group Holdings Inc. |
1367 |
- |
2024-03-31 |
51,584 |
$3,133,000 |
-3,496 |
|
Baird Financial Group Inc. |
869 |
- |
2024-03-31 |
43,028 |
$2,613,000 |
-871 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1684 |
- |
2024-03-31 |
29,694 |
$1,804,000 |
-146 |
|
ROYAL BANK OF CANADA |
2728 |
- |
2024-03-31 |
23,581 |
$1,433,000 |
-4,122 |
|
Capital Market Strategies LLC |
22 |
- |
2024-03-31 |
20,886 |
$1,269,000 |
-1,725 |
|
LEAVELL T & ASSOCIATES INC |
229 |
- |
2024-03-31 |
20,846 |
$1,266,000 |
-4,400 |
|
WEDBUSH MORGAN SECURITIES INC |
343 |
- |
2024-03-31 |
18,454 |
$1,121,000 |
-1,130 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
208 |
- |
2024-03-31 |
15,074 |
$915,000 |
-240 |
|
RAYMOND JAMES & ASSOCIATES |
2778 |
- |
2024-03-31 |
12,091 |
$734,000 |
-1,000 |
|
Merit Financial Group LLC |
480 |
- |
2024-03-31 |
12,455 |
$729,000 |
-262 |
|
Prosperity Financial Group Inc. |
57 |
- |
2024-03-31 |
11,911 |
$723,000 |
-115 |
|
SeaCrest Wealth Management LLC |
276 |
- |
2024-03-31 |
9,714 |
$590,000 |
-4,068 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1254 |
- |
2024-03-31 |
7,888 |
$479,000 |
-204 |
|
Feltz Wealth PLAN Inc. |
208 |
- |
2024-03-31 |
7,839 |
$476,000 |
-2 |
|
FINANCIAL NETWORK |
2035 |
- |
2024-03-31 |
6,905 |
$419,000 |
-1,314 |
|
Perennial Investment Advisors LLC |
254 |
- |
2024-03-31 |
5,053 |
$307,000 |
-365 |
|
RDA Financial Network |
200 |
- |
2024-03-31 |
4,236 |
$257,000 |
-20 |
|
Cresset Asset Management LLC |
1640 |
- |
2024-03-31 |
4,204 |
$255,000 |
-172 |
|
MML INVESTORS SERVICES LLC |
2268 |
- |
2024-03-31 |
3,807 |
$231,000 |
-217 |
|
Wealthcare Advisory Partners LLC |
745 |
- |
2024-03-31 |
3,591 |
$218,000 |
-99 |
|
Providence Capital Advisors LLC |
140 |
- |
2024-03-31 |
1,248 |
$76,000 |
-556 |
|
Asset Dedication LLC |
434 |
- |
2024-03-31 |
901 |
$54,000 |
-181 |
|
West Branch Capital LLC |
265 |
- |
2024-03-31 |
204 |
$12,000 |
-119 |
|
|
36 Records found
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1
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