|
Institutional
Holders
Total
Institutions:
|
66 4 |
|
Total
shares held :
|
4,143,008 |
|
% of shares
held :
|
79.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
-21,910 |
|
% of shares
held change :
|
-0.42% |
|
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 |
LPL FINANCIAL CORP |
655 |
- |
2024-03-31 |
298,837 |
$37,109,000 |
-492 |
|
Kingsview Wealth Management LLC |
161 |
- |
2024-03-31 |
43,483 |
$5,400,000 |
-130 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
651 |
- |
2024-03-31 |
27,273 |
$3,387,000 |
-747 |
|
ENVESTNET ASSET MANAGEMENT INC |
2301 |
- |
2024-03-31 |
24,411 |
$3,031,000 |
-192 |
|
Ausdal Financial Partners Inc. |
73 |
- |
2024-03-31 |
24,208 |
$3,006,000 |
-189 |
|
PNC FINANCIAL SERVICES GROUP INC |
850 |
- |
2024-03-31 |
19,276 |
$2,394,000 |
-537 |
|
Advisor Group Holdings Inc. |
1634 |
- |
2024-03-31 |
17,370 |
$2,158,000 |
-1,336 |
|
TSFG LLC |
45 |
- |
2024-03-31 |
13,319 |
$1,654,000 |
-3,336 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1935 |
- |
2024-03-31 |
12,195 |
$1,514,000 |
-1,024 |
|
Financial Freedom LLC |
30 |
- |
2024-03-31 |
11,420 |
$1,418,000 |
-32 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1841 |
- |
2024-03-31 |
11,244 |
$1,396,000 |
-99 |
|
MML INVESTORS SERVICES LLC |
1348 |
- |
2024-03-31 |
9,053 |
$1,124,000 |
-396 |
|
RAYMOND JAMES & ASSOCIATES |
2871 |
- |
2024-03-31 |
5,124 |
$636,000 |
-6,956 |
|
Buckingham Strategic Partners |
316 |
- |
2024-03-31 |
4,900 |
$609,000 |
-167 |
|
PACIFIC SUN FINANCIAL CORP |
96 |
- |
2024-03-31 |
4,642 |
$576,000 |
-150 |
|
WealthCare Investment Partners LLC |
75 |
- |
2024-03-31 |
4,530 |
$563,000 |
-2,483 |
|
Grey Fox Wealth Advisors LLC |
65 |
- |
2024-03-31 |
3,365 |
$418,000 |
-70 |
|
FINANCIAL NETWORK |
2041 |
- |
2024-03-31 |
3,356 |
$417,000 |
-387 |
|
Fermata Advisors LLC |
128 |
- |
2024-03-31 |
3,127 |
$388,000 |
-7,649 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2573 |
- |
2024-03-31 |
2,791 |
$347,000 |
-623 |
|
FLAGSHIP HARBOR ADVISORS LLC |
485 |
- |
2024-03-31 |
2,747 |
$341,000 |
-136 |
|
MARINER WEALTH ADVISORS, LLC |
2400 |
- |
2024-03-31 |
2,504 |
$311,000 |
-60 |
|
PFG Advisors |
517 |
- |
2024-03-31 |
2,485 |
$309,000 |
-36 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1081 |
- |
2024-03-31 |
2,633 |
$276,000 |
-133 |
|
Geneos Wealth Management Inc. |
1028 |
- |
2024-03-31 |
454 |
$56,000 |
-969 |
|
CWM LLC |
2334 |
- |
2024-03-31 |
359 |
$45,000 |
-27 |
|
VitalStone Financial LLC |
269 |
- |
2024-03-31 |
91 |
$11,000 |
-50 |
|
|
27 Records found
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1
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