|
Institutional
Holders
Total
Institutions:
|
82 0 |
|
Total
shares held :
|
3,446,520 |
|
% of shares
held :
|
9.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
173,505 |
|
% of shares
held change :
|
0.47% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
749 |
- |
2024-03-31 |
268,602 |
$10,850,000 |
-1,768 |
|
Mutual Advisors LLC |
61 |
- |
2024-03-31 |
229,047 |
$9,252,000 |
-1,468 |
|
Advisor Group Holdings Inc. |
760 |
- |
2024-03-31 |
210,751 |
$8,513,000 |
-210,493 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1077 |
- |
2024-03-31 |
136,308 |
$5,506,000 |
-561 |
|
ENVESTNET ASSET MANAGEMENT INC |
2003 |
- |
2024-03-31 |
117,951 |
$4,765,000 |
-158,676 |
|
CWM LLC |
502 |
- |
2024-03-31 |
82,081 |
$3,316,000 |
-15,783 |
|
Tanglewood Legacy Advisors LLC |
13 |
- |
2024-03-31 |
64,546 |
$2,607,000 |
-2,765 |
|
ATRIA INVESTMENTS LLC |
598 |
- |
2023-12-31 |
51,294 |
$1,986,000 |
-7,013 |
|
BB&T CORP |
1268 |
- |
2024-03-31 |
48,383 |
$1,954,000 |
-1,071 |
|
Rockefeller Capital Management L.P. |
1011 |
- |
2024-03-31 |
47,881 |
$1,934,000 |
-6,559 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1320 |
- |
2024-03-31 |
45,504 |
$1,838,000 |
-4,244 |
|
Sunbelt Securities Inc. |
111 |
- |
2024-03-31 |
42,363 |
$1,711,000 |
-4,361 |
|
Keystone Wealth Services LLC |
45 |
- |
2024-03-31 |
42,325 |
$1,710,000 |
-4 |
|
Echo Wealth Management LLC |
19 |
- |
2024-03-31 |
40,955 |
$1,654,000 |
-448 |
|
Spire Wealth Management |
287 |
- |
2024-03-31 |
38,137 |
$1,540,000 |
-2,540 |
|
FINANCIAL NETWORK |
1156 |
- |
2024-03-31 |
38,088 |
$1,539,000 |
-10,471 |
|
Atria Wealth Solutions Inc. |
726 |
- |
2024-03-31 |
37,255 |
$1,505,000 |
-1,535 |
|
TOWNSQUARE CAPITAL LLC |
589 |
- |
2024-03-31 |
31,772 |
$1,283,000 |
-27 |
|
JANE STREET GROUP LLC |
2910 |
- |
2024-03-31 |
28,280 |
$1,142,000 |
-10,705 |
|
H D Vest Advisory Services |
698 |
- |
2024-03-31 |
28,068 |
$1,134,000 |
-3,913 |
|
BEACON FINANCIAL GROUP |
147 |
- |
2024-03-31 |
27,975 |
$1,130,000 |
-133,031 |
|
AE Wealth Management LLC |
646 |
- |
2024-03-31 |
24,506 |
$990,000 |
-22,900 |
|
Goss Wealth Management LLC |
1042 |
- |
2024-03-31 |
22,043 |
$890,000 |
-3,760 |
|
JANNEY MONTGOMERY SCOTT LLC |
1616 |
- |
2024-03-31 |
20,596 |
$832,000 |
-13,615 |
|
Integrity Financial Corp /WA |
58 |
- |
2024-03-31 |
13,995 |
$565,000 |
-930 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
59 |
- |
2024-03-31 |
12,288 |
$498,000 |
-526 |
|
NBC SECURITIES INC. |
521 |
- |
2024-03-31 |
9,310 |
$376,000 |
-3,776 |
|
RAYMOND JAMES & ASSOCIATES |
3217 |
- |
2024-03-31 |
9,087 |
$367,000 |
-759 |
|
MML INVESTORS SERVICES LLC |
1971 |
- |
2024-03-31 |
9,071 |
$366,000 |
-3,495 |
|
Beacon Pointe Advisors LLC |
1015 |
- |
2024-03-31 |
9,040 |
$365,000 |
-400 |
|
Mayfair Advisory Group LLC |
79 |
- |
2024-03-31 |
8,797 |
$355,000 |
-22,366 |
|
American Planning Services Inc. |
40 |
- |
2024-03-31 |
6,561 |
$265,000 |
-1,008 |
|
Integrated Wealth Concepts LLC |
1367 |
- |
2024-03-31 |
6,573 |
$265,000 |
-2,041 |
|
Cetera Investment Advisers |
1520 |
- |
2024-03-31 |
6,432 |
$260,000 |
-58,246 |
|
PROEQUITIES INC. |
888 |
- |
2024-03-31 |
2,661 |
$107,000 |
-29,216 |
|
VIMA LLC |
100 |
- |
2024-03-31 |
1,434 |
$49,000 |
-28 |
|
ALPHAMARK ADVISORS LLC |
344 |
- |
2024-03-31 |
1,180 |
$48,000 |
-800 |
|
|
37 Records found
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1
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