|
Institutional
Holders
Total
Institutions:
|
161 25 |
|
Total
shares held :
|
16,459,201 |
|
% of shares
held :
|
62.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
79 |
|
Amount
of shares held :
|
5,069,766 |
|
% of shares
held change :
|
19.2% |
|
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 |
Fortress Wealth Management Inc. |
5 |
- |
2024-03-31 |
222,982 |
$10,159,000 |
-2,154 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
19 |
- |
2024-03-31 |
213,006 |
$9,705,000 |
-8,690 |
|
Blue Chip Partners Inc. |
41 |
- |
2024-03-31 |
154,068 |
$7,019,000 |
-37,605 |
|
Gallacher Capital Management LLC |
3 |
- |
2024-03-31 |
146,089 |
$6,656,000 |
-4,555 |
|
49 WEALTH MANAGEMENT LLC |
20 |
- |
2024-03-31 |
133,461 |
$6,034,000 |
-18,948 |
|
TBH Global Asset Management LLC |
31 |
- |
2024-03-31 |
86,433 |
$3,938,000 |
-22,900 |
|
AXXCESS WEALTH MANAGEMENT LLC |
169 |
- |
2024-03-31 |
76,361 |
$3,479,000 |
-4,883 |
|
Evolution Wealth Advisors LLC |
36 |
- |
2024-03-31 |
66,141 |
$3,013,000 |
-3,045 |
|
KICKSTAND VENTURES LLC. |
30 |
- |
2024-03-31 |
62,280 |
$2,837,000 |
-37,779 |
|
JANNEY CAPITAL MANAGEMENT LLC |
117 |
- |
2024-03-31 |
53,802 |
$2,451,000 |
-852 |
|
Eudaimonia Partners LLC |
37 |
- |
2024-03-31 |
49,484 |
$2,254,000 |
-17,620 |
|
EUDAIMONIA ADVISORS LLC |
20 |
- |
2024-03-31 |
48,565 |
$2,213,000 |
-4,195 |
|
BB&T CORP |
1222 |
- |
2024-03-31 |
48,552 |
$2,212,000 |
-20,767 |
|
TCG Advisory Services LLC |
137 |
- |
2024-03-31 |
45,475 |
$2,072,000 |
-1,891 |
|
Herold Advisors Inc. |
66 |
- |
2024-03-31 |
39,807 |
$1,814,000 |
-2,398 |
|
BECK CAPITAL MANAGEMENT LLC |
76 |
- |
2024-03-31 |
34,704 |
$1,581,000 |
-2,694 |
|
John W. Brooker & Co. CPAs |
39 |
- |
2024-03-31 |
24,162 |
$1,101,000 |
-1,498 |
|
Atria Wealth Solutions Inc. |
1008 |
- |
2024-03-31 |
17,434 |
$794,000 |
-10 |
|
SILVER OAK SECURITIES Inc |
178 |
- |
2024-03-31 |
16,489 |
$751,000 |
-6,395 |
|
Virtue Capital Management LLC |
150 |
- |
2024-03-31 |
15,783 |
$711,000 |
-45,571 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1979 |
- |
2024-03-31 |
15,379 |
$701,000 |
-1,260 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
352 |
- |
2024-03-31 |
11,990 |
$542,000 |
-910 |
|
LAKE STREET FINANCIAL LLC |
221 |
- |
2024-03-31 |
11,666 |
$532,000 |
-65 |
|
GeoWealth Management LLC |
437 |
- |
2024-03-31 |
10,658 |
$486,000 |
-4,150 |
|
Investment Partners Asset Management Inc. |
91 |
- |
2024-03-31 |
8,346 |
$380,000 |
-33 |
|
Burns Matteson Capital Management LLC |
110 |
- |
2024-03-31 |
8,278 |
$377,000 |
-2,594 |
|
BANK OF MONTREAL /CAN/ |
2294 |
- |
2024-03-31 |
7,773 |
$354,000 |
-33,789 |
|
Cornerstone Advisory LLP |
199 |
- |
2024-03-31 |
5,799 |
$264,000 |
-222 |
|
Krasney Financial LLC |
254 |
- |
2024-03-31 |
5,218 |
$238,000 |
-183 |
|
Prentice Wealth Management LLC |
102 |
- |
2024-03-31 |
5,170 |
$236,000 |
-71 |
|
Mascoma Wealth Management LLC |
174 |
- |
2024-03-31 |
1,185 |
$54,000 |
-3,405 |
|
UBS Group AG |
5411 |
- |
2024-03-31 |
853 |
$39,000 |
-2,843 |
|
Steward Partners Investment Advisory LLC |
2366 |
- |
2024-03-31 |
584 |
$27,000 |
-110 |
|
LGT Financial Advisors LLC |
317 |
- |
2024-03-31 |
580 |
$26,000 |
-32 |
|
|
34 Records found
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1
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