|
Institutional
Holders
Total
Institutions:
|
75 13 |
|
Total
shares held :
|
4,968,788 |
|
% of shares
held :
|
55.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
Amount
of shares held :
|
764,797 |
|
% of shares
held change :
|
8.5% |
|
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 |
SPINNAKER TRUST |
4 |
- |
2024-03-31 |
1,868,470 |
$70,019,000 |
6,584 |
|
TOWNSQUARE CAPITAL LLC |
118 |
- |
2024-03-31 |
292,832 |
$10,974,000 |
-2,737 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
791 |
- |
2024-03-31 |
261,098 |
$9,784,000 |
-7,249 |
|
Advisor Group Holdings Inc. |
775 |
- |
2024-03-31 |
217,736 |
$8,159,000 |
-20,831 |
|
Kestra Advisory Services LLC |
518 |
- |
2024-03-31 |
134,807 |
$5,052,000 |
37,721 |
|
JANNEY MONTGOMERY SCOTT LLC |
801 |
- |
2024-03-31 |
119,418 |
$4,475,000 |
103,555 |
|
ADVISORY SERVICES NETWORK, LLC |
227 |
*New |
2024-03-31 |
119,272 |
$4,470,000 |
119,272 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
35 |
- |
2024-03-31 |
114,763 |
$4,301,000 |
56,064 |
|
Sowell Financial Services LLC |
134 |
- |
2024-03-31 |
101,900 |
$3,819,000 |
-194 |
|
BEACON FINANCIAL GROUP |
78 |
- |
2024-03-31 |
81,487 |
$3,054,000 |
-3,872 |
|
Donald L. Hagan LLC |
9 |
- |
2024-03-31 |
80,201 |
$3,005,000 |
1,031 |
|
HARBOUR INVESTMENTS INC. |
161 |
- |
2023-12-31 |
81,753 |
$2,923,000 |
19,242 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1502 |
- |
2024-03-31 |
68,535 |
$2,568,000 |
-9,688 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
46 |
- |
2024-03-31 |
65,300 |
$2,447,000 |
0 |
|
Aptus Capital Advisors LLC |
262 |
- |
2024-03-31 |
65,300 |
$2,447,000 |
0 |
|
LPL FINANCIAL CORP |
2363 |
- |
2024-03-31 |
63,567 |
$2,382,000 |
11,457 |
|
MinichMacGregor Wealth Management LLC |
46 |
- |
2024-03-31 |
55,478 |
$2,075,000 |
593 |
|
Ignite Planners LLC |
55 |
- |
2024-03-31 |
50,144 |
$1,875,000 |
32,369 |
|
Strategic Blueprint LLC |
151 |
- |
2024-03-31 |
49,997 |
$1,874,000 |
-1,001 |
|
Atria Wealth Solutions Inc. |
660 |
- |
2024-03-31 |
49,632 |
$1,860,000 |
6,438 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1329 |
- |
2024-03-31 |
48,109 |
$1,803,000 |
4,525 |
|
AE Wealth Management LLC |
535 |
- |
2024-03-31 |
44,068 |
$1,651,000 |
-14,626 |
|
MULTIFINANCIAL SECURITIES CORP |
923 |
- |
2024-03-31 |
42,691 |
$1,600,000 |
2,943 |
|
H D Vest Advisory Services |
602 |
- |
2024-03-31 |
42,394 |
$1,589,000 |
-17,224 |
|
BCJ Capital Management LLC |
140 |
- |
2024-03-31 |
40,110 |
$1,503,000 |
-6,999 |
|
ENVESTNET ASSET MANAGEMENT INC |
2830 |
- |
2024-03-31 |
34,754 |
$1,302,000 |
-159,760 |
|
MML INVESTORS SERVICES LLC |
1280 |
- |
2024-03-31 |
33,325 |
$1,249,000 |
19,264 |
|
FINANCIAL NETWORK |
1306 |
- |
2024-03-31 |
33,336 |
$1,249,000 |
-46,653 |
|
RAYMOND JAMES & ASSOCIATES |
2462 |
- |
2024-03-31 |
32,138 |
$1,204,000 |
15,625 |
|
Encompass More Asset Management |
21 |
- |
2024-03-31 |
31,019 |
$1,162,000 |
9,659 |
|
IFP Advisors Inc |
353 |
- |
2023-12-31 |
31,350 |
$1,121,000 |
666 |
|
Integrity Financial Corp /WA |
33 |
- |
2024-03-31 |
28,893 |
$1,083,000 |
4,259 |
|
We Are One Seven LLC |
331 |
*New |
2024-03-31 |
28,795 |
$1,079,000 |
28,795 |
|
Spire Wealth Management |
374 |
- |
2024-03-31 |
27,034 |
$1,013,000 |
822 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2559 |
- |
2024-03-31 |
26,910 |
$1,008,000 |
-17,042 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
37 |
- |
2024-03-31 |
26,196 |
$981,000 |
1,050 |
|
CWM LLC |
903 |
- |
2024-03-31 |
23,549 |
$882,000 |
-14,415 |
|
Sage Capital Advisorsllc |
73 |
- |
2024-03-31 |
21,315 |
$799,000 |
-4,197 |
|
Mayfair Advisory Group LLC |
34 |
*New |
2024-03-31 |
21,164 |
$793,000 |
21,164 |
|
Goss Wealth Management LLC |
1120 |
- |
2024-03-31 |
20,178 |
$756,000 |
-2,272 |
|
Ameritas Advisory Services LLC |
455 |
- |
2024-03-31 |
20,133 |
$745,000 |
13,258 |
|
JANE STREET GROUP LLC |
3456 |
- |
2024-03-31 |
19,250 |
$721,000 |
10,396 |
|
Tanglewood Legacy Advisors LLC |
42 |
- |
2024-03-31 |
18,844 |
$706,000 |
-13,150 |
|
INTL FCSTONE INC. |
190 |
- |
2024-03-31 |
18,025 |
$675,000 |
0 |
|
Alpha Financial Partners LLC |
26 |
- |
2024-03-31 |
17,646 |
$661,000 |
2,721 |
|
Schulz Wealth LTD. |
25 |
- |
2024-03-31 |
16,929 |
$634,000 |
-11,364 |
|
BB&T CORP |
1870 |
- |
2024-03-31 |
15,136 |
$567,000 |
580 |
|
SOA Wealth Advisors LLC. |
95 |
- |
2024-03-31 |
15,059 |
$564,000 |
4,291 |
|
Change Path LLC |
544 |
- |
2024-03-31 |
14,464 |
$542,000 |
-176,853 |
|
KCS Wealth Advisory |
89 |
- |
2023-09-30 |
15,225 |
$511,000 |
-15,041 |
|
CITADEL ADVISORS LLC |
3743 |
- |
2024-03-31 |
13,447 |
$504,000 |
-5,491 |
|
Clear Creek Financial Management LLC |
248 |
*New |
2024-03-31 |
13,375 |
$501,000 |
13,375 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
63 |
- |
2024-03-31 |
12,615 |
$473,000 |
293 |
|
Stratos Wealth Partners LTD. |
951 |
- |
2024-03-31 |
11,032 |
$413,000 |
0 |
|
ROYAL BANK OF CANADA |
3611 |
- |
2024-03-31 |
10,636 |
$398,000 |
7,578 |
|
JOURNEY STRATEGIC WEALTH LLC |
152 |
*New |
2024-03-31 |
10,181 |
$382,000 |
10,181 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
236 |
- |
2024-03-31 |
9,800 |
$367,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
121 |
- |
2024-03-31 |
9,255 |
$347,000 |
4,703 |
|
Smart Money Group LLC |
80 |
- |
2024-03-31 |
9,140 |
$338,000 |
3,128 |
|
Sunbelt Securities Inc. |
419 |
- |
2024-03-31 |
8,327 |
$312,000 |
-1,497 |
|
Global Retirement Partners LLC |
670 |
- |
2024-03-31 |
7,495 |
$281,000 |
-343 |
|
WealthPlan Investment Management LLC |
160 |
- |
2024-03-31 |
7,253 |
$272,000 |
-111 |
|
Grant Street Asset Management Inc. |
55 |
- |
2024-03-31 |
6,743 |
$253,000 |
0 |
|
Lakeridge Wealth Management LLC |
112 |
- |
2024-03-31 |
6,565 |
$246,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2649 |
*New |
2024-03-31 |
6,100 |
$229,000 |
6,100 |
|
Keystone Wealth Services LLC |
205 |
- |
2024-03-31 |
5,820 |
$218,000 |
0 |
|
Capital Investment Advisory Services LLC |
472 |
- |
2024-03-31 |
5,613 |
$210,000 |
700 |
|
Mutual Advisors LLC |
1033 |
- |
2024-03-31 |
5,374 |
$201,000 |
5,374 |
|
Steward Partners Investment Advisory LLC |
1562 |
- |
2024-03-31 |
3,961 |
$148,000 |
-122 |
|
UBS Group AG |
4890 |
- |
2024-03-31 |
3,754 |
$141,000 |
-479 |
|
Turtle Creek Wealth Advisors LLC |
155 |
- |
2024-03-31 |
3,365 |
$126,000 |
0 |
|
NBC SECURITIES INC. |
910 |
- |
2024-03-31 |
2,864 |
$117,000 |
-279 |
|
PROEQUITIES INC. |
1000 |
- |
2024-03-31 |
2,117 |
$79,000 |
-14,449 |
|
Creekmur Asset Management LLC |
201 |
- |
2024-03-31 |
1,994 |
$75,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
208 |
*New |
2024-03-31 |
1,885 |
$69,000 |
1,885 |
|
MORGAN STANLEY |
5956 |
- |
2024-03-31 |
1,461 |
$55,000 |
639 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
355 |
- |
2024-03-31 |
1,313 |
$49,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
332 |
- |
2024-03-31 |
745 |
$28,000 |
0 |
|
HM PAYSON & CO |
781 |
- |
2023-12-31 |
400 |
$14,000 |
0 |
|
J P MORGAN CHASE & CO |
5014 |
- |
2024-03-31 |
298 |
$11,000 |
192 |
|
Larson Financial Group LLC |
1551 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
|
Benchmark Investment Advisors LLC |
136 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,109 |
|
1ST SOURCE BANK |
255 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,245 |
|
GeoWealth Management LLC |
901 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,985 |
|
WOLVERINE TRADING LLC |
1458 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,664 |
|
Cetera Investment Advisers |
2074 |
*Closed |
2024-03-31 |
0 |
$0 |
-79,142 |
|
|
86 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|