| |
Institutional
Holders
Total
Institutions:
 |
157  7 |
|
|
Total
shares held :
|
13,532,624 |
|
|
% of shares
held :
|
14.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
1,525,980 |
|
|
% of shares
held change :
|
1.66% |
|
| 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 |
  LINCOLN NATIONAL CORP |
38 |
- |
2024-03-31 |
760,263 |
$29,734,000 |
-24,492 |
|
| CITY HOLDING CO |
24 |
- |
2024-03-31 |
171,100 |
$6,692,000 |
-4,865 |
|
| Pathstone Holdings LLC |
589 |
- |
2024-03-31 |
102,267 |
$4,000,000 |
-39 |
|
| CoreCap Advisors LLC |
84 |
- |
2023-12-31 |
97,287 |
$3,623,000 |
-369 |
|
| BCGM Wealth Management LLC |
23 |
- |
2024-03-31 |
87,599 |
$3,426,000 |
-538 |
|
| IFP Advisors Inc |
155 |
- |
2023-12-31 |
77,811 |
$2,898,000 |
-906 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
28 |
- |
2024-03-31 |
72,688 |
$2,843,000 |
-1,121 |
|
| Compass Advisory Group LLC |
17 |
- |
2024-03-31 |
65,930 |
$2,579,000 |
-4,135 |
|
| Alera Investment Advisors LLC |
26 |
- |
2024-03-31 |
63,256 |
$2,474,000 |
-3,427 |
|
| Stuart Chaussee & Associates Inc. |
10 |
- |
2024-03-31 |
54,390 |
$2,127,000 |
-171,650 |
|
| CAPTRUST FINANCIAL ADVISORS |
852 |
- |
2024-03-31 |
45,618 |
$1,784,000 |
-24,862 |
|
| Sugarloaf Wealth Management LLC |
38 |
- |
2024-03-31 |
41,230 |
$1,612,000 |
-2,135 |
|
| AE Wealth Management LLC |
548 |
- |
2024-03-31 |
39,488 |
$1,544,000 |
-26,297 |
|
| Continuum Advisory LLC |
117 |
- |
2024-03-31 |
33,871 |
$1,329,000 |
-2,896 |
|
| WealthPlan Investment Management LLC |
86 |
- |
2024-03-31 |
31,889 |
$1,247,000 |
-28,151 |
|
| Lineweaver Wealth Advisors LLC |
71 |
- |
2024-03-31 |
29,550 |
$1,156,000 |
-1,500 |
|
| Chicago Partners Investment Group LLC |
292 |
- |
2024-03-31 |
29,406 |
$1,138,000 |
-1,294 |
|
| Kathmere Capital Management LLC |
103 |
- |
2024-03-31 |
25,550 |
$999,000 |
-27 |
|
| Keystone Wealth Services LLC |
85 |
- |
2024-03-31 |
23,718 |
$928,000 |
-954 |
|
| Stratos Wealth Advisors LLC |
348 |
- |
2024-03-31 |
23,149 |
$905,000 |
-1,932 |
|
| Bedel Financial Consulting Inc. |
84 |
- |
2024-03-31 |
22,263 |
$871,000 |
-457 |
|
| Koshinski Asset Management Inc. |
238 |
- |
2024-03-31 |
21,357 |
$835,000 |
-3,231 |
|
| Schulz Wealth LTD. |
23 |
- |
2024-03-31 |
21,135 |
$827,000 |
-5,985 |
|
| Sunbelt Securities Inc. |
212 |
- |
2024-03-31 |
20,592 |
$805,000 |
-3,273 |
|
| Soltis Investment Advisors LLC |
159 |
- |
2024-03-31 |
20,062 |
$785,000 |
-5,138 |
|
| Retirement Income Solutions Inc |
60 |
- |
2024-03-31 |
19,039 |
$745,000 |
-5,410 |
|
| My Personal CFO LLC |
52 |
- |
2024-03-31 |
17,894 |
$700,000 |
-575 |
|
| Sterling Financial Planning Inc. |
59 |
- |
2024-03-31 |
16,661 |
$652,000 |
-48 |
|
| Parkside Investments LLC |
73 |
- |
2024-03-31 |
14,700 |
$575,000 |
-325 |
|
| SRS Capital Advisors Inc. |
160 |
- |
2024-03-31 |
13,412 |
$525,000 |
-126 |
|
| Evergreen Private Wealth LLC |
59 |
- |
2024-03-31 |
9,081 |
$355,000 |
-183,313 |
|
| SAVANT CAPITAL MANAGEMENT INC |
897 |
- |
2024-03-31 |
7,710 |
$302,000 |
-1,965 |
|
| MORGAN STANLEY |
5405 |
- |
2024-03-31 |
7,035 |
$275,000 |
-343 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
917 |
- |
2024-03-31 |
5,507 |
$215,000 |
-4,364 |
|
| UBS Group AG |
5234 |
- |
2024-03-31 |
1,540 |
$60,000 |
-34 |
|
| HANSON MCCLAIN, INC. |
2430 |
- |
2024-03-31 |
136 |
$5,000 |
-98 |
|
|
36 Records found
|
1
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