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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    36
Total shares held : 
 5,760,158  
% of shares held : 
 64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   70  
Amount of shares held : 
 3,489,260  
% of shares held change : 
   38.77%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
38
 1,144,326
 19.87%
 
Increased Positions :
47
 2,394,560
 41.57%
 
Unchanged Positions :
16
 366,221
 6.36%
 
Decreased Positions :
13
-24,474
-0.42%
 
Closed Positions :
2
-25,152
-0.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisor Group Holdings Inc. 439 - 2024-03-31 439,156 $18,095,000 -40,405
   CWM LLC 234 - 2024-03-31 364,857 $15,036,000 -19,239
   BB&T CORP 702 - 2024-03-31 195,456 $8,055,000 -4,178
   Schulz Wealth LTD. 6 - 2024-03-31 160,529 $6,615,000 -2,061
   Change Path LLC 82 - 2024-03-31 149,507 $6,162,000 -85,948
   Global Retirement Partners LLC 127 - 2024-03-31 112,892 $4,652,000 -806
   RAYMOND JAMES & ASSOCIATES 1695 - 2024-03-31 102,820 $4,237,000 -8,538
   Goss Wealth Management LLC 538 - 2024-03-31 73,127 $3,014,000 -970
   AE Wealth Management LLC 451 - 2024-03-31 58,207 $2,399,000 -464,853
   Steward Partners Investment Advisory LLC 720 - 2024-03-31 29,910 $1,233,000 -2,934
   Bullseye Investment Management LLC 28 - 2024-03-31 35,119 $1,209,000 -94,512
   Tanglewood Legacy Advisors LLC 36 - 2024-03-31 21,451 $884,000 -1,264
   Valtinson Bruner Financial Planning LLC 59 - 2024-03-31 19,739 $813,000 -6,247
   Catalina Capital Group LLC 60 - 2024-03-31 19,657 $810,000 -378
   OPPENHEIMER & CO INC 828 - 2024-03-31 19,278 $794,000 -104
   PARAGON CAPITAL MANAGEMENT LTD 46 - 2024-03-31 18,727 $772,000 -3,742
   CAPTRUST FINANCIAL ADVISORS 1274 - 2024-03-31 18,327 $755,000 -4,519
   Atria Wealth Solutions Inc. 1133 - 2024-03-31 15,221 $627,000 -2,209
   H D Vest Advisory Services 984 - 2024-03-31 13,430 $553,000 -2,821
   Mutual Advisors LLC 668 - 2024-03-31 13,030 $537,000 -20
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 132 - 2024-03-31 8,924 $368,000 -153
   WEDBUSH MORGAN SECURITIES INC 782 - 2024-03-31 8,711 $359,000 -88
   Sunbelt Securities Inc. 399 - 2024-03-31 8,219 $339,000 -3,259
   Fragasso Group Inc. 231 - 2024-03-31 6,114 $252,000 -5,775
   FSB PREMIER WEALTH MANAGEMENT INC. 160 - 2024-03-31 5,681 $234,000 -631
   Envestnet Portfolio Solutions Inc. 1549 - 2024-03-31 5,010 $206,000 -8,259
   Archer Investment Corp 237 - 2024-03-31 4,043 $167,000 -612
   NBC SECURITIES INC. 808 - 2024-03-31 4,016 $165,000 -707
   GeoWealth Management LLC 740 - 2024-03-31 3,333 $137,000 -2,806
  29 Records found
  1    
  Page 1 of 1
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