|
Institutional
Holders
Total
Institutions:
|
136 6 |
|
Total
shares held :
|
10,750,230 |
|
% of shares
held :
|
75.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-116,188 |
|
% of shares
held change :
|
-0.82% |
|
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 |
Full Sail Capital LLC |
40 |
- |
2024-03-31 |
269,593 |
$13,361,000 |
-14,801 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
674 |
- |
2024-03-31 |
255,745 |
$12,675,000 |
-11,672 |
|
HIGHTOWER ADVISORS, LLC |
643 |
- |
2024-03-31 |
230,653 |
$11,435,000 |
-3,058 |
|
WELLS FARGO & CO/MN |
1540 |
- |
2024-03-31 |
199,729 |
$9,899,000 |
-70,514 |
|
STIFEL FINANCIAL CORP |
836 |
- |
2024-03-31 |
191,751 |
$9,503,000 |
-3,204 |
|
ENVESTNET ASSET MANAGEMENT INC |
1707 |
- |
2024-03-31 |
149,712 |
$7,420,000 |
-33,945 |
|
PERSONAL CFO SOLUTIONS LLC |
18 |
- |
2024-03-31 |
117,685 |
$5,832,000 |
-5,677 |
|
Beaumont Capital Management LLC |
16 |
- |
2024-03-31 |
85,340 |
$4,229,000 |
-16,197 |
|
Advisor Group Holdings Inc. |
1165 |
- |
2024-03-31 |
83,252 |
$4,133,000 |
-44,875 |
|
AE Wealth Management LLC |
349 |
- |
2024-03-31 |
77,378 |
$3,835,000 |
-166,944 |
|
SMITH, SALLEY & ASSOCIATES |
77 |
- |
2024-03-31 |
58,853 |
$2,917,000 |
-182 |
|
LINCOLN NATIONAL CORP |
275 |
- |
2024-03-31 |
53,213 |
$2,637,000 |
-5,136 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1120 |
- |
2024-03-31 |
51,346 |
$2,545,000 |
-3,322 |
|
Orion Portfolio Solutions LLC |
586 |
- |
2024-03-31 |
47,223 |
$2,340,000 |
-24,409 |
|
BANK OF AMERICA CORP /DE/ |
3542 |
- |
2024-03-31 |
45,289 |
$2,245,000 |
-4,301 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
90 |
- |
2024-03-31 |
38,268 |
$1,897,000 |
-389 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1673 |
- |
2024-03-31 |
36,856 |
$1,827,000 |
-8,834 |
|
INDEPENDENT ORDER OF FORESTERS |
9 |
- |
2024-03-31 |
35,987 |
$1,784,000 |
-3,276 |
|
MACQUARIE GROUP LTD |
1203 |
- |
2024-03-31 |
35,987 |
$1,784,000 |
-3,276 |
|
Eudaimonia Partners LLC |
53 |
- |
2024-03-31 |
35,386 |
$1,754,000 |
-1,483 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
406 |
- |
2024-03-31 |
34,979 |
$1,734,000 |
-3,284 |
|
MECHANICS BANK TRUST DEPARTMENT |
96 |
- |
2024-03-31 |
33,265 |
$1,649,000 |
-1,927 |
|
EPG Wealth Management LLC |
83 |
- |
2024-03-31 |
26,785 |
$1,327,000 |
-888 |
|
J P MORGAN CHASE & CO |
3250 |
- |
2024-03-31 |
24,117 |
$1,195,000 |
-834 |
|
Gimbal Financial |
14 |
- |
2024-03-31 |
23,538 |
$1,167,000 |
-19,495 |
|
Birchcreek Wealth Management LLC |
48 |
- |
2024-03-31 |
18,660 |
$925,000 |
-385 |
|
PACIFIC SUN FINANCIAL CORP |
63 |
- |
2024-03-31 |
16,575 |
$821,000 |
-140 |
|
TWO SIGMA INVESTMENTS LLC |
2062 |
- |
2024-03-31 |
14,100 |
$699,000 |
-10,300 |
|
AXXCESS WEALTH MANAGEMENT LLC |
477 |
- |
2024-03-31 |
12,924 |
$641,000 |
-2,570 |
|
Court Place Advisors LLC |
85 |
- |
2024-03-31 |
12,864 |
$638,000 |
-4,848 |
|
Comprehensive Wealth Management LLC |
18 |
- |
2024-03-31 |
12,535 |
$621,000 |
-596 |
|
MML INVESTORS SERVICES LLC |
1672 |
- |
2024-03-31 |
12,462 |
$618,000 |
-1,606 |
|
Charter Oak Capital Management LLC |
108 |
- |
2024-03-31 |
11,022 |
$546,000 |
-2,262 |
|
BP WEALTH MANAGEMENT LLC |
517 |
- |
2024-03-31 |
8,501 |
$421,000 |
-1,456 |
|
CITADEL ADVISORS LLC |
4080 |
- |
2024-03-31 |
6,972 |
$346,000 |
-42,305 |
|
Badgley Phelps Wealth Managers LLC |
218 |
- |
2024-03-31 |
5,831 |
$289,000 |
-73 |
|
H D Vest Advisory Services |
1375 |
- |
2024-03-31 |
5,239 |
$260,000 |
-13,075 |
|
CITIGROUP INC |
3492 |
- |
2024-03-31 |
1,594 |
$79,000 |
-7 |
|
Migdal Insurance & Financial Holdings Ltd. |
258 |
- |
2024-03-31 |
1,465 |
$73,000 |
-5,435 |
|
HARBOUR INVESTMENTS INC. |
1396 |
- |
2023-12-31 |
1,270 |
$57,000 |
-880 |
|
Independence Bank of Kentucky |
323 |
- |
2024-03-31 |
1,080 |
$54,000 |
-225 |
|
PRINCIPAL SECURITIES INC. |
1749 |
- |
2024-03-31 |
638 |
$32,000 |
-23 |
|
TOWER RESEARCH CAPITAL LLC |
3022 |
- |
2024-03-31 |
380 |
$19,000 |
-2,610 |
|
BBJS FINANCIAL ADVISORS LLC |
88 |
- |
2024-03-31 |
256 |
$13,000 |
-1 |
|
Aptus Capital Advisors LLC |
1075 |
- |
2024-03-31 |
105 |
$5,000 |
-143,877 |
|
|
45 Records found
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1
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