|
Institutional
Holders
Total
Institutions:
|
59 4 |
|
Total
shares held :
|
2,819,030 |
|
% of shares
held :
|
31.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
453,006 |
|
% of shares
held change :
|
5.03% |
|
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 |
Bedel Financial Consulting Inc. |
15 |
- |
2024-03-31 |
246,054 |
$5,827,000 |
-8,759 |
|
ENVESTNET ASSET MANAGEMENT INC |
2078 |
- |
2024-03-31 |
180,987 |
$4,286,000 |
-155,087 |
|
Cetera Investment Advisers |
1203 |
- |
2024-03-31 |
140,514 |
$3,327,000 |
-92,410 |
|
Princeton Global Asset Management LLC |
60 |
- |
2024-03-31 |
86,039 |
$2,037,000 |
-3,301 |
|
LPL FINANCIAL CORP |
2570 |
- |
2024-03-31 |
77,336 |
$1,831,000 |
-68,107 |
|
Seed Wealth Management Inc. |
17 |
- |
2024-03-31 |
59,055 |
$1,398,000 |
-3,800 |
|
BB&T CORP |
1516 |
- |
2024-03-31 |
48,877 |
$1,157,000 |
-4,745 |
|
Castle Rock Wealth Management LLC |
121 |
- |
2024-03-31 |
34,174 |
$800,000 |
-3,222 |
|
Strategic Wealth Partners Ltd. |
169 |
- |
2024-03-31 |
26,840 |
$636,000 |
-843 |
|
BEACON FINANCIAL GROUP |
196 |
- |
2024-03-31 |
26,197 |
$620,000 |
-1,713 |
|
FINANCIAL NETWORK |
1883 |
- |
2024-03-31 |
22,466 |
$532,000 |
-9,632 |
|
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
101 |
- |
2024-03-31 |
21,730 |
$515,000 |
-1,977 |
|
Paulson Wealth Management Inc. |
73 |
- |
2024-03-31 |
21,556 |
$510,000 |
-3,131 |
|
CI Private Wealth LLC |
1680 |
- |
2024-03-31 |
18,887 |
$447,000 |
-4,634 |
|
Advisor Group Holdings Inc. |
3370 |
- |
2024-03-31 |
11,800 |
$279,000 |
-6,918 |
|
Acorn Wealth Advisors LLC |
167 |
- |
2024-03-31 |
10,432 |
$247,000 |
-326 |
|
Hennion & Walsh Asset Management Inc. |
794 |
- |
2024-03-31 |
8,821 |
$209,000 |
-12 |
|
Firestone Capital Management |
138 |
- |
2024-03-31 |
8,731 |
$207,000 |
-1,407 |
|
Goss Wealth Management LLC |
2120 |
- |
2024-03-31 |
3,396 |
$80,000 |
-1,243 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
786 |
- |
2024-03-31 |
1,640 |
$39,000 |
-11 |
|
UBS Group AG |
6046 |
- |
2024-03-31 |
395 |
$9,000 |
-4,881 |
|
Global Retirement Partners LLC |
2277 |
- |
2024-03-31 |
248 |
$6,000 |
-651 |
|
GRADIENT INVESTMENTS LLC |
738 |
- |
2024-03-31 |
181 |
$4,000 |
-3,730 |
|
Sound Income Strategies LLC |
1214 |
- |
2024-03-31 |
42 |
$1,000 |
-73 |
|
|
24 Records found
|
1
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Page 1 of 1 |
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