| |
Institutional
Holders
Total
Institutions:
 |
36  9 |
|
|
Total
shares held :
|
1,539,253 |
|
|
% of shares
held :
|
1.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
293,941 |
|
|
% of shares
held change :
|
0.33% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ENVESTNET ASSET MANAGEMENT INC |
1798 |
- |
2024-03-31 |
220,442 |
$6,477,000 |
22,483 |
|
| Advisor Group Holdings Inc. |
916 |
- |
2024-03-31 |
207,743 |
$6,103,000 |
89,855 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
848 |
- |
2024-03-31 |
164,899 |
$4,845,000 |
3,526 |
|
| HIGHTOWER ADVISORS, LLC |
1010 |
- |
2024-03-31 |
149,199 |
$4,387,000 |
12,759 |
|
| BB&T CORP |
1011 |
- |
2024-03-31 |
120,703 |
$3,546,000 |
5,226 |
|
| 4J Wealth Management LLC |
9 |
*New |
2024-03-31 |
116,670 |
$3,428,000 |
116,670 |
|
| Visionary Wealth Advisors |
132 |
- |
2024-03-31 |
98,414 |
$2,891,000 |
-4,599 |
|
| Kathmere Capital Management LLC |
53 |
- |
2024-03-31 |
92,123 |
$2,707,000 |
-9,194 |
|
| CAPITAL WEALTH MANAGEMENT LLC |
19 |
- |
2024-03-31 |
68,797 |
$2,021,000 |
-2,693 |
|
| Pensionmark Financial Group LLC |
87 |
- |
2024-03-31 |
59,888 |
$1,760,000 |
-103,990 |
|
| SageView Advisory Group LLC |
129 |
- |
2024-03-31 |
61,135 |
$1,729,000 |
-53,409 |
|
| FINANCIAL ARCHITECTS INC |
89 |
- |
2023-06-30 |
65,029 |
$1,699,000 |
13,484 |
|
| Syntegra Private Wealth Group LLC |
36 |
- |
2024-03-31 |
54,477 |
$1,601,000 |
9,240 |
|
| Delta Investment Management LLC |
49 |
- |
2024-03-31 |
54,212 |
$1,593,000 |
27,873 |
|
| Diligent Investors LLC |
100 |
- |
2024-03-31 |
38,695 |
$1,137,000 |
13,330 |
|
| Bedel Financial Consulting Inc. |
77 |
- |
2024-03-31 |
33,491 |
$984,000 |
-9,893 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2756 |
- |
2024-03-31 |
28,902 |
$849,000 |
-258 |
|
| PRINCIPAL SECURITIES INC. |
493 |
- |
2024-03-31 |
28,734 |
$844,000 |
13,822 |
|
| MULTIFINANCIAL SECURITIES CORP |
1247 |
*New |
2024-03-31 |
28,251 |
$830,000 |
28,251 |
|
| KFG WEALTH MANAGEMENT LLC |
69 |
- |
2024-03-31 |
23,310 |
$685,000 |
3,430 |
|
| CENTAURUS FINANCIAL INC. |
323 |
- |
2024-03-31 |
22,854 |
$671,000 |
-86 |
|
| BEDEL FINANCIAL CONSULTING INC |
100 |
- |
2023-09-30 |
24,269 |
$619,000 |
0 |
|
| ACAS LLC |
39 |
- |
2024-03-31 |
18,471 |
$543,000 |
72 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2218 |
- |
2024-03-31 |
17,931 |
$527,000 |
-35 |
|
| OLD MISSION CAPITAL LLC |
568 |
- |
2024-03-31 |
16,331 |
$480,000 |
7,895 |
|
| CONTINUUM WEALTH ADVISORS LLC |
23 |
- |
2023-12-31 |
16,862 |
$468,000 |
4,754 |
|
| FINANCIAL NETWORK |
1987 |
- |
2024-03-31 |
15,410 |
$453,000 |
2,552 |
|
| LPL FINANCIAL CORP |
3883 |
*New |
2024-03-31 |
13,691 |
$402,000 |
13,691 |
|
| D.B. Root & Company LLC |
125 |
- |
2024-03-31 |
13,553 |
$398,000 |
113 |
|
| Coastal Investment Advisors Inc. |
282 |
- |
2024-03-31 |
12,840 |
$377,000 |
2,940 |
|
| Kestra Advisory Services LLC |
1838 |
- |
2024-03-31 |
12,662 |
$372,000 |
5,373 |
|
| ADVISORY SERVICES NETWORK, LLC |
1132 |
- |
2024-03-31 |
10,666 |
$313,000 |
-489 |
|
| RFG Advisory Group LLC |
609 |
- |
2024-03-31 |
10,145 |
$298,000 |
-144 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3259 |
*New |
2024-03-31 |
9,944 |
$292,000 |
9,944 |
|
| Schechter Investment Advisors LLC |
538 |
- |
2024-03-31 |
8,114 |
$238,000 |
0 |
|
| Capital Investment Advisory Services LLC |
480 |
- |
2024-03-31 |
6,980 |
$205,000 |
535 |
|
| HAZLETT BURT & WATSON INC. |
246 |
- |
2024-03-31 |
3,360 |
$99,000 |
0 |
|
| PROEQUITIES INC. |
1048 |
- |
2024-03-31 |
2,377 |
$70,000 |
2,377 |
|
| HARBOUR INVESTMENTS INC. |
1358 |
- |
2023-12-31 |
2,232 |
$62,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2048 |
- |
2024-03-31 |
1,888 |
$55,000 |
0 |
|
| AdvisorNet Financial Inc |
821 |
- |
2024-03-31 |
1,600 |
$47,000 |
300 |
|
| J P MORGAN CHASE & CO |
4746 |
*New |
2024-03-31 |
1,428 |
$42,000 |
1,428 |
|
| Global Retirement Partners LLC |
1550 |
*New |
2024-03-31 |
1,200 |
$35,000 |
1,200 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1410 |
*New |
2024-03-31 |
1,046 |
$31,000 |
1,046 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
868 |
*New |
2024-03-31 |
1,000 |
$29,000 |
1,000 |
|
| WASHINGTON TRUST CO |
596 |
*New |
2024-03-31 |
539 |
$16,000 |
539 |
|
| CWM LLC |
3317 |
*New |
2024-03-31 |
331 |
$10,000 |
331 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
536 |
- |
2024-03-31 |
317 |
$9,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
481 |
- |
2024-03-31 |
225 |
$7,000 |
0 |
|
| Tradition Wealth Management LLC |
1019 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,439 |
|
| Clear Point Advisors Inc. |
538 |
*New |
2024-03-31 |
10 |
$0 |
10 |
|
|
51 Records found
|
1
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