| |
Institutional
Holders
Total
Institutions:
 |
129  3 |
|
|
Total
shares held :
|
7,665,764 |
|
|
% of shares
held :
|
68.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
|
Amount
of shares held :
|
-174,750 |
|
|
% of shares
held change :
|
-1.55% |
|
| 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 |
  MORGAN STANLEY |
1340 |
- |
2024-03-31 |
1,260,243 |
$80,675,000 |
-249,677 |
|
| WELLS FARGO & CO/MN |
915 |
- |
2024-03-31 |
473,548 |
$30,314,000 |
-62,538 |
|
| UBS Group AG |
1000 |
- |
2024-03-31 |
453,483 |
$29,030,000 |
-8,612 |
|
| BANK OF AMERICA CORP /DE/ |
1946 |
- |
2024-03-31 |
304,970 |
$19,523,000 |
-37,598 |
|
| ROYAL BANK OF CANADA |
1287 |
- |
2024-03-31 |
225,030 |
$14,405,000 |
-17,323 |
|
| LPL FINANCIAL CORP |
1148 |
- |
2024-03-31 |
206,248 |
$13,203,000 |
-68,287 |
|
| Baird Financial Group Inc. |
544 |
- |
2024-03-31 |
119,957 |
$7,679,000 |
-974 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1088 |
- |
2024-03-31 |
88,076 |
$5,638,000 |
-13,056 |
|
| ForthRight Wealth Management LLC |
13 |
- |
2024-03-31 |
66,965 |
$4,287,000 |
-1,771 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
882 |
- |
2024-03-31 |
61,078 |
$3,910,000 |
-10,467 |
|
| IFG Advisory LLC |
122 |
- |
2024-03-31 |
50,485 |
$3,232,000 |
-2,473 |
|
| RAYMOND JAMES & ASSOCIATES |
1930 |
- |
2024-03-31 |
44,673 |
$2,860,000 |
-4,590 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
723 |
- |
2024-03-31 |
39,448 |
$2,525,000 |
-25,203 |
|
| ESSEX FINANCIAL SERVICES INC |
127 |
- |
2024-03-31 |
27,752 |
$1,777,000 |
-582 |
|
| AMERIPRISE FINANCIAL INC |
2878 |
- |
2024-03-31 |
26,174 |
$1,678,000 |
-54,305 |
|
| INVESTMENT MANAGEMENT OF VIRGINIA LLC |
102 |
- |
2023-03-31 |
24,153 |
$1,474,000 |
-20,150 |
|
| J P MORGAN CHASE & CO |
3209 |
- |
2024-03-31 |
20,153 |
$1,290,000 |
-229 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
460 |
- |
2024-03-31 |
18,978 |
$1,215,000 |
-20,216 |
|
| Hennion & Walsh Asset Management Inc. |
373 |
- |
2024-03-31 |
18,625 |
$1,192,000 |
-30,016 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
924 |
- |
2023-09-30 |
20,422 |
$1,155,000 |
-2,122 |
|
| WEDBUSH MORGAN SECURITIES INC |
393 |
- |
2024-03-31 |
15,170 |
$971,000 |
-676 |
|
| Royal Capital Wealth Management LLC |
32 |
- |
2024-03-31 |
14,227 |
$911,000 |
-2,638 |
|
| Northwest Financial Advisors |
32 |
- |
2024-03-31 |
13,224 |
$846,000 |
-73 |
|
| CITADEL ADVISORS LLC |
3426 |
- |
2024-03-31 |
10,735 |
$687,000 |
-13,503 |
|
| FINANCIAL NETWORK |
1742 |
- |
2024-03-31 |
10,256 |
$657,000 |
-526 |
|
| COMERICA BANK |
1761 |
- |
2024-03-31 |
10,063 |
$644,000 |
-1,884 |
|
| Total Clarity Wealth Management Inc. |
152 |
- |
2024-03-31 |
7,265 |
$465,000 |
-174 |
|
| Pensionmark Financial Group LLC |
230 |
- |
2024-03-31 |
4,015 |
$452,000 |
-2,650 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
868 |
- |
2024-03-31 |
7,606 |
$430,000 |
-233 |
|
| KRAEMATON INVESTMENT ADVISORS INC |
58 |
- |
2024-03-31 |
6,669 |
$427,000 |
-1,225 |
|
| Acorn Wealth Advisors LLC |
99 |
- |
2024-03-31 |
6,359 |
$407,000 |
-140 |
|
| PROSPERA FINANCIAL SERVICES |
758 |
- |
2023-12-31 |
5,686 |
$370,000 |
-283 |
|
| HIGHTOWER ADVISORS, LLC |
2510 |
- |
2024-03-31 |
5,525 |
$352,000 |
-342 |
|
| MML INVESTORS SERVICES LLC |
1996 |
- |
2024-03-31 |
5,502 |
$352,000 |
-10,222 |
|
| Coastal Investment Advisors Inc. |
296 |
- |
2024-03-31 |
5,372 |
$344,000 |
-30 |
|
| H D Vest Advisory Services |
1261 |
- |
2024-03-31 |
4,950 |
$317,000 |
-679 |
|
| Ahrens Investment Partners LLC |
106 |
- |
2023-03-31 |
5,135 |
$313,000 |
-3,300 |
|
| HOWE & RUSLING INC |
203 |
- |
2024-03-31 |
4,868 |
$312,000 |
-149 |
|
| Benedetti & Gucer Inc. |
117 |
- |
2024-03-31 |
4,222 |
$270,000 |
-433 |
|
| MWA Asset Management |
108 |
- |
2024-03-31 |
4,036 |
$258,000 |
-320 |
|
| IHT Wealth Management LLC |
874 |
- |
2024-03-31 |
3,830 |
$245,000 |
-63 |
|
| PINNACLE ASSOCIATES LTD |
750 |
- |
2024-03-31 |
3,768 |
$241,000 |
-15,105 |
|
| tru Independence LLC |
105 |
- |
2024-03-31 |
3,769 |
$241,000 |
-1,157 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2491 |
- |
2024-03-31 |
3,514 |
$225,000 |
-1,190 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
461 |
- |
2024-03-31 |
2,614 |
$167,000 |
-165 |
|
| CWM LLC |
2953 |
- |
2024-03-31 |
280 |
$18,000 |
-119 |
|
| Paladin Advisory Group LLC |
202 |
- |
2024-03-31 |
101 |
$6,000 |
-2,950 |
|
| Aspect Partners LLC |
386 |
- |
2024-03-31 |
55 |
$4,000 |
-10 |
|
|
48 Records found
|
1
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