|
Institutional
Holders
Total
Institutions:
|
54 4 |
|
Total
shares held :
|
5,358,649 |
|
% of shares
held :
|
76.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
1,003,208 |
|
% of shares
held change :
|
14.33% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Smith Anglin Financial LLC |
9 |
- |
2024-03-31 |
1,265,869 |
$42,457,000 |
471,161 |
|
Cambria Investment Management L.P. |
1 |
- |
2024-03-31 |
957,183 |
$32,104,000 |
-139,873 |
|
FOSTER & MOTLEY INC |
9 |
- |
2024-03-31 |
750,814 |
$25,182,000 |
100,078 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
547 |
- |
2024-03-31 |
536,260 |
$17,986,000 |
29,213 |
|
Goss Wealth Management LLC |
186 |
- |
2024-03-31 |
384,881 |
$12,909,000 |
120,953 |
|
LPL FINANCIAL CORP |
1368 |
- |
2024-03-31 |
282,344 |
$9,470,000 |
26,273 |
|
ALM First Financial Advisors LLC |
10 |
- |
2024-03-31 |
250,000 |
$8,385,000 |
0 |
|
TriaGen Wealth Management LLC |
6 |
- |
2024-03-31 |
240,451 |
$8,065,000 |
78,443 |
|
MULTIFINANCIAL SECURITIES CORP |
424 |
- |
2024-03-31 |
163,653 |
$5,489,000 |
5,072 |
|
OPUS CAPITAL GROUP LLC |
26 |
- |
2024-03-31 |
161,734 |
$5,425,000 |
-3,538 |
|
RAYMOND JAMES & ASSOCIATES |
1608 |
- |
2024-03-31 |
142,321 |
$4,773,000 |
7,508 |
|
Warren Street Wealth Advisors LLC |
9 |
- |
2024-03-31 |
137,054 |
$4,597,000 |
3,939 |
|
Kesler Norman & Wride LLC |
40 |
- |
2024-03-31 |
129,808 |
$4,354,000 |
6,953 |
|
GTS SECURITIES LLC |
265 |
- |
2024-03-31 |
85,640 |
$2,872,000 |
85,640 |
|
ROYAL BANK OF CANADA |
2331 |
- |
2024-03-31 |
77,917 |
$2,613,000 |
71,111 |
|
Whalen Wealth Management Inc. |
10 |
*New |
2024-03-31 |
68,711 |
$2,305,000 |
68,711 |
|
Aprio Wealth Management LLC |
37 |
- |
2024-03-31 |
56,488 |
$1,895,000 |
8,861 |
|
IFP Advisors Inc |
247 |
- |
2023-12-31 |
59,618 |
$1,870,000 |
-55 |
|
J P MORGAN CHASE & CO |
3057 |
- |
2024-03-31 |
51,600 |
$1,731,000 |
51,600 |
|
Fermata Advisors LLC |
60 |
- |
2024-03-31 |
48,825 |
$1,638,000 |
3,223 |
|
BBK Capital Partners LLC |
79 |
- |
2024-03-31 |
46,941 |
$1,574,000 |
7,452 |
|
ENVESTNET ASSET MANAGEMENT INC |
2738 |
- |
2024-03-31 |
45,153 |
$1,514,000 |
33,927 |
|
LexAurum Advisors LLC |
57 |
- |
2024-03-31 |
42,884 |
$1,438,000 |
2,435 |
|
OLD MISSION CAPITAL LLC |
307 |
- |
2024-03-31 |
40,924 |
$1,373,000 |
23,198 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
201 |
- |
2024-03-31 |
40,611 |
$1,362,000 |
1,789 |
|
United Advisor Group LLC |
64 |
*New |
2024-03-31 |
36,743 |
$1,232,000 |
36,743 |
|
Measured Wealth Private Client Group LLC |
32 |
- |
2024-03-31 |
32,423 |
$1,087,000 |
822 |
|
Empirical Finance LLC |
266 |
- |
2024-03-31 |
31,873 |
$1,069,000 |
0 |
|
Dynamic Advisors Solutions LLC |
429 |
*New |
2024-03-31 |
31,872 |
$1,069,000 |
31,872 |
|
Betterment LLC |
198 |
- |
2024-03-31 |
31,154 |
$1,045,000 |
-1,700 |
|
Equitable Holdings Inc. |
618 |
- |
2024-03-31 |
29,941 |
$1,004,000 |
6,469 |
|
Frontier Asset Management LLC |
42 |
*New |
2024-03-31 |
26,607 |
$892,000 |
26,607 |
|
Kestra Advisory Services LLC |
1334 |
- |
2024-03-31 |
25,186 |
$845,000 |
-846 |
|
Farther Finance Advisors LLC |
295 |
*New |
2024-03-31 |
23,569 |
$792,000 |
23,569 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2414 |
- |
2024-03-31 |
22,883 |
$768,000 |
1,736 |
|
Snowden Capital Advisors LLC |
582 |
- |
2024-03-31 |
21,997 |
$742,000 |
0 |
|
NBC SECURITIES INC. |
353 |
- |
2024-03-31 |
19,921 |
$668,000 |
7 |
|
LINCOLN NATIONAL CORP |
659 |
- |
2024-03-31 |
18,764 |
$629,000 |
6,844 |
|
DAVENPORT & CO LLC |
723 |
- |
2024-03-31 |
18,410 |
$617,000 |
3,424 |
|
Sigma Planning Corp |
724 |
*New |
2024-03-31 |
15,977 |
$536,000 |
15,977 |
|
RAYMOND JAMES TRUST CO |
724 |
- |
2024-03-31 |
14,815 |
$497,000 |
676 |
|
AE Wealth Management LLC |
822 |
- |
2024-03-31 |
14,470 |
$485,000 |
2,850 |
|
CoreFirst Bank & Trust |
74 |
- |
2024-03-31 |
14,165 |
$475,000 |
10,445 |
|
ICA Group Wealth Management LLC |
200 |
- |
2024-03-31 |
11,275 |
$378,000 |
5,555 |
|
GW HENSSLER & ASSOCIATES LTD |
115 |
*New |
2024-03-31 |
10,458 |
$351,000 |
10,458 |
|
WealthPlan Investment Management LLC |
147 |
- |
2024-03-31 |
10,011 |
$336,000 |
0 |
|
Blueprint Investment Partners LLC |
108 |
- |
2024-03-31 |
9,812 |
$329,000 |
0 |
|
BANK OF NEW YORK MELLON CORP |
3720 |
- |
2024-03-31 |
7,662 |
$257,000 |
159 |
|
Advisor Group Holdings Inc. |
3492 |
- |
2024-03-31 |
7,332 |
$246,000 |
3,419 |
|
Mutual Advisors LLC |
956 |
*New |
2024-03-31 |
7,081 |
$237,000 |
7,081 |
|
TOWNSQUARE CAPITAL LLC |
1089 |
*New |
2024-03-31 |
6,815 |
$229,000 |
6,815 |
|
JANE STREET GROUP LLC |
4688 |
*New |
2024-03-31 |
6,350 |
$213,000 |
6,350 |
|
Princeton Global Asset Management LLC |
226 |
- |
2024-03-31 |
2,130 |
$71,000 |
0 |
|
Aspect Partners LLC |
113 |
- |
2024-03-31 |
1,717 |
$58,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2091 |
- |
2024-03-31 |
1,535 |
$51,000 |
410 |
|
Cribstone Capital Management LLC |
266 |
- |
2022-12-31 |
280 |
$8,000 |
203 |
|
Global Retirement Partners LLC |
2344 |
*New |
2024-03-31 |
153 |
$5,000 |
153 |
|
COMERICA BANK |
3310 |
- |
2024-03-31 |
150 |
$5,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
831 |
- |
2024-03-31 |
125 |
$4,000 |
0 |
|
MORGAN STANLEY |
6802 |
- |
2024-03-31 |
72 |
$2,000 |
71 |
|
Continuum Advisory LLC |
1329 |
*New |
2024-03-31 |
67 |
$2,000 |
67 |
|
JJJ Advisors Inc. |
974 |
- |
2024-03-31 |
29 |
$1,000 |
0 |
|
Hobbs Group Advisors LLC |
509 |
- |
2023-12-31 |
41 |
$1,000 |
0 |
|
Western Wealth Management LLC |
668 |
*Closed |
2024-03-31 |
0 |
$0 |
-46,990 |
|
BANK OF AMERICA CORP /DE/ |
6302 |
*Closed |
2024-03-31 |
0 |
$0 |
-448 |
|
PROEQUITIES INC. |
4567 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6790 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
Parallel Advisors LLC |
3367 |
*Closed |
2024-03-31 |
0 |
$0 |
-104 |
|
|
68 Records found
|
1
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