| |
Institutional
Holders
Total
Institutions:
 |
40  3 |
|
|
Total
shares held :
|
1,515,042 |
|
|
% of shares
held :
|
48.87% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
-752,696 |
|
|
% of shares
held change :
|
 -24.28% |
|
| 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 |
  LPL FINANCIAL CORP |
915 |
- |
2024-03-31 |
393,893 |
$21,530,000 |
19,410 |
|
| HTLF Bank |
12 |
- |
2024-03-31 |
279,816 |
$15,295,000 |
-3,832 |
|
| DUBUQUE BANK & TRUST CO |
15 |
- |
2023-09-30 |
255,091 |
$12,102,000 |
4,575 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1841 |
- |
2024-03-31 |
110,704 |
$6,051,000 |
7,591 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1152 |
- |
2024-03-31 |
88,056 |
$4,813,000 |
5,723 |
|
| Advisor Group Holdings Inc. |
1058 |
- |
2024-03-31 |
87,632 |
$4,790,000 |
1,820 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
149 |
- |
2024-03-31 |
81,282 |
$4,443,000 |
-6,539 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
894 |
- |
2024-03-31 |
70,216 |
$3,838,000 |
-672 |
|
| Key Client Fiduciary Advisors LLC |
19 |
- |
2024-03-31 |
41,966 |
$2,294,000 |
-1,355 |
|
| GOLDMAN SACHS GROUP INC/ |
3219 |
- |
2024-03-31 |
33,284 |
$1,819,000 |
16,785 |
|
| DAVIDSON D A & CO |
575 |
- |
2024-03-31 |
30,355 |
$1,659,000 |
-120 |
|
| ROYAL BANK OF CANADA |
2649 |
- |
2024-03-31 |
29,999 |
$1,640,000 |
-8,727 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
253 |
- |
2023-12-31 |
28,351 |
$1,465,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
2514 |
- |
2024-03-31 |
20,054 |
$1,096,000 |
8,889 |
|
| Fortis Group Advisors LLC |
94 |
*New |
2024-03-31 |
17,982 |
$983,000 |
17,982 |
|
| Cetera Investment Advisers |
912 |
- |
2024-03-31 |
17,546 |
$959,000 |
-5,499 |
|
| MULTIFINANCIAL SECURITIES CORP |
1214 |
- |
2024-03-31 |
16,326 |
$892,000 |
10,864 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2367 |
- |
2024-03-31 |
15,084 |
$825,000 |
-31,031 |
|
| Cornerstone Wealth Management LLC |
239 |
- |
2024-03-31 |
14,504 |
$793,000 |
160 |
|
| OxenFree Capital LLC |
27 |
- |
2024-03-31 |
13,439 |
$735,000 |
770 |
|
| Private Advisor Group LLC |
1338 |
- |
2024-03-31 |
12,597 |
$689,000 |
233 |
|
| AlphaStar Capital Management LLC |
172 |
- |
2024-03-31 |
9,855 |
$539,000 |
0 |
|
| Kestra Advisory Services LLC |
1706 |
- |
2024-03-31 |
8,402 |
$459,000 |
1,243 |
|
| Certus Wealth Management LLC |
44 |
- |
2024-03-31 |
8,101 |
$425,000 |
-131 |
|
| MONEY CONCEPTS CAPITAL CORP |
336 |
- |
2024-03-31 |
5,359 |
$293,000 |
-184 |
|
| PRINCIPAL SECURITIES INC. |
910 |
- |
2024-03-31 |
4,675 |
$256,000 |
-4,966 |
|
| MARINER WEALTH ADVISORS, LLC |
2628 |
- |
2024-03-31 |
4,304 |
$235,000 |
-2,842 |
|
| Equitable Holdings Inc. |
1047 |
- |
2024-03-31 |
4,120 |
$225,000 |
200 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2496 |
*New |
2024-03-31 |
4,065 |
$222,000 |
4,065 |
|
| Tidemark LLC |
141 |
- |
2024-03-31 |
2,785 |
$152,000 |
-5,711 |
|
| HARBOUR INVESTMENTS INC. |
1034 |
- |
2023-12-31 |
2,505 |
$129,000 |
205 |
|
| SRS Capital Advisors Inc. |
391 |
- |
2024-03-31 |
1,817 |
$99,000 |
6 |
|
| US BANCORP |
2446 |
- |
2024-03-31 |
1,509 |
$82,000 |
-1,122 |
|
| Global Retirement Partners LLC |
1203 |
- |
2024-03-31 |
1,355 |
$74,000 |
-60,881 |
|
| HANSON MCCLAIN, INC. |
1212 |
*New |
2024-03-31 |
1,122 |
$61,000 |
1,122 |
|
| FRANKLIN RESOURCES INC |
2637 |
- |
2024-03-31 |
763 |
$42,000 |
15 |
|
| PRIVATE TRUST CO NA |
1165 |
- |
2024-03-31 |
772 |
$42,000 |
403 |
|
| Farther Finance Advisors LLC |
2284 |
- |
2024-03-31 |
61 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
2258 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| UBS Group AG |
7114 |
- |
2024-03-31 |
3 |
$0 |
-165 |
|
| MORGAN STANLEY |
7106 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
| WELLS FARGO & CO/MN |
6164 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Koshinski Asset Management Inc. |
609 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,350 |
|
| CITADEL ADVISORS LLC |
6210 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,637 |
|
| Geneos Wealth Management Inc. |
2171 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,900 |
|
| Ten Capital Wealth Advisors LLC |
533 |
*Closed |
2023-06-30 |
0 |
$0 |
-384 |
|
|
46 Records found
|
1
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