| |
Institutional
Holders
Total
Institutions:
 |
69  5 |
|
|
Total
shares held :
|
4,474,443 |
|
|
% of shares
held :
|
49.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 6 |
|
|
Amount
of shares held :
|
955,977 |
|
|
% of shares
held change :
|
10.62% |
|
| 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 |
  Great Lakes Retirement Inc. |
9 |
- |
2024-03-31 |
260,692 |
$15,366,000 |
-5,503 |
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
32 |
- |
2024-03-31 |
249,806 |
$14,724,000 |
-7,942 |
|
| Advisor Group Holdings Inc. |
555 |
- |
2024-03-31 |
224,959 |
$13,262,000 |
-43,231 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
873 |
- |
2024-03-31 |
143,053 |
$8,432,000 |
-79,300 |
|
| Sunbelt Securities Inc. |
31 |
- |
2024-03-31 |
95,859 |
$5,650,000 |
-5,840 |
|
| AE Wealth Management LLC |
407 |
- |
2024-03-31 |
48,126 |
$2,837,000 |
-1,870 |
|
| BANK OF AMERICA CORP /DE/ |
3490 |
- |
2024-03-31 |
41,864 |
$2,468,000 |
-955 |
|
| LVZ Advisors Inc. |
29 |
- |
2024-03-31 |
39,219 |
$2,312,000 |
-2,281 |
|
| HANSON MCCLAIN, INC. |
301 |
- |
2024-03-31 |
38,050 |
$2,243,000 |
-1,654 |
|
| SEQUENT ASSET MANAGEMENT, LLC |
14 |
- |
2024-03-31 |
34,465 |
$2,032,000 |
-6,975 |
|
| MORGAN STANLEY |
4529 |
- |
2024-03-31 |
29,963 |
$1,766,000 |
-193 |
|
| Ahrens Investment Partners LLC |
27 |
- |
2023-03-31 |
36,820 |
$1,747,000 |
-4,732 |
|
| KCS Wealth Advisory |
45 |
- |
2023-09-30 |
30,523 |
$1,505,000 |
-29,043 |
|
| ARGI INVESTMENT SERVICES, LLC |
219 |
- |
2022-12-31 |
29,116 |
$1,293,000 |
-295 |
|
| HPM Partners LLC |
1173 |
- |
2024-03-31 |
21,336 |
$1,258,000 |
-1,452 |
|
| Independent Advisor Alliance |
293 |
- |
2024-03-31 |
20,000 |
$1,179,000 |
-791 |
|
| J P MORGAN CHASE & CO |
3354 |
- |
2024-03-31 |
17,270 |
$1,018,000 |
-957 |
|
| OmniStar Financial Group Inc. |
29 |
- |
2024-03-31 |
17,053 |
$1,005,000 |
-4,885 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
981 |
- |
2024-03-31 |
16,193 |
$954,000 |
-20,647 |
|
| MARINER WEALTH ADVISORS, LLC |
1591 |
- |
2024-03-31 |
15,018 |
$885,000 |
-1,108 |
|
| PRUDENTIAL CORP PLC |
526 |
- |
2024-03-31 |
14,368 |
$847,000 |
-1,385 |
|
| ALTFEST L J & CO INC |
131 |
- |
2024-03-31 |
13,768 |
$812,000 |
-88 |
|
| Adviser Investments LLC |
349 |
- |
2024-03-31 |
11,960 |
$705,000 |
-2,874 |
|
| GUNN & Co INVESTMENT MANAGEMENT INC. |
40 |
- |
2024-03-31 |
11,667 |
$688,000 |
-246,081 |
|
| True Wealth Design LLC |
100 |
- |
2024-03-31 |
10,231 |
$603,000 |
-413 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
943 |
- |
2024-03-31 |
5,950 |
$351,000 |
-1,177 |
|
| Navalign LLC |
102 |
- |
2024-03-31 |
5,632 |
$332,000 |
-2,534 |
|
| BMS Financial Advisors LLC |
96 |
- |
2023-06-30 |
5,654 |
$286,000 |
-24,331 |
|
| Atria Wealth Solutions Inc. |
1616 |
- |
2024-03-31 |
4,587 |
$270,000 |
-196 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2891 |
- |
2024-03-31 |
4,522 |
$267,000 |
-23 |
|
| Colonial Trust Co / SC |
254 |
- |
2024-03-31 |
3,833 |
$225,000 |
-2,316 |
|
| Colony Family Offices LLC |
61 |
- |
2024-03-31 |
3,684 |
$217,000 |
-37 |
|
| CENTAURUS FINANCIAL INC. |
596 |
- |
2024-03-31 |
3,661 |
$216,000 |
-1,229 |
|
| Creekmur Asset Management LLC |
210 |
- |
2024-03-31 |
1,185 |
$70,000 |
-512 |
|
|
34 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
