|
Institutional
Holders
Total
Institutions:
|
25 1 |
|
Total
shares held :
|
2,935,964 |
|
% of shares
held :
|
3.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-151,181 |
|
% of shares
held change :
|
-0.17% |
|
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 |
AMERICAN CENTURY COMPANIES INC |
434 |
- |
2024-03-31 |
1,077,997 |
$70,034,000 |
-24,595 |
|
CREATIVE PLANNING |
161 |
- |
2024-03-31 |
617,335 |
$40,106,000 |
-7,302 |
|
ENVESTNET ASSET MANAGEMENT INC |
833 |
- |
2024-03-31 |
523,071 |
$33,982,000 |
66,610 |
|
FIRST HEARTLAND CONSULTANTS INC |
9 |
- |
2024-03-31 |
238,578 |
$15,500,000 |
-29,059 |
|
UBS Group AG |
2024 |
- |
2024-03-31 |
92,027 |
$5,979,000 |
11,830 |
|
Bedel Financial Consulting Inc. |
18 |
- |
2024-03-31 |
64,857 |
$4,214,000 |
1,219 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1291 |
- |
2024-03-31 |
63,528 |
$4,127,000 |
-169 |
|
BEDEL FINANCIAL CONSULTING INC |
19 |
- |
2023-09-30 |
63,122 |
$3,595,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
65 |
- |
2024-03-31 |
55,160 |
$3,584,000 |
-1,172 |
|
MML INVESTORS SERVICES LLC |
827 |
- |
2024-03-31 |
49,624 |
$3,224,000 |
32,147 |
|
Pine Valley Investments Ltd Liability Co |
115 |
- |
2024-03-31 |
42,043 |
$2,731,000 |
-13,142 |
|
SkyOak Wealt LLC |
42 |
- |
2024-03-31 |
39,551 |
$2,569,000 |
20,082 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
255 |
- |
2024-03-31 |
25,163 |
$1,635,000 |
-8,124 |
|
CPA Asset Management LLC |
26 |
- |
2024-03-31 |
22,233 |
$1,444,000 |
2,029 |
|
ORRSTOWN FINANCIAL SERVICES INC |
21 |
- |
2024-03-31 |
18,800 |
$1,221,000 |
-2,650 |
|
Allen Capital Group LLC |
91 |
- |
2024-03-31 |
16,755 |
$1,089,000 |
2,362 |
|
Dominguez Wealth Management Solutions Inc. |
38 |
- |
2024-03-31 |
9,707 |
$631,000 |
-355 |
|
BANK OF AMERICA CORP /DE/ |
4279 |
- |
2024-03-31 |
9,581 |
$622,000 |
6,713 |
|
J.W. COLE ADVISORS INC. |
504 |
*New |
2024-03-31 |
8,577 |
$557,000 |
8,577 |
|
Beacon Financial Advisory LLC |
149 |
- |
2024-03-31 |
5,734 |
$373,000 |
390 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2839 |
- |
2024-03-31 |
3,777 |
$245,000 |
-304 |
|
H D Vest Advisory Services |
1430 |
- |
2024-03-31 |
3,643 |
$237,000 |
-178 |
|
StrongBox Wealth LLC |
77 |
- |
2024-03-31 |
3,621 |
$235,000 |
-758 |
|
Aveo Capital Partners LLC |
353 |
*New |
2024-03-31 |
3,256 |
$207,000 |
3,256 |
|
Financial Advocates Investment Management |
711 |
*New |
2024-03-31 |
4,020 |
$203,000 |
4,020 |
|
CWM LLC |
2449 |
- |
2024-03-31 |
580 |
$38,000 |
0 |
|
ROYAL BANK OF CANADA |
5334 |
- |
2024-03-31 |
278 |
$18,000 |
-1,084 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5444 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,811 |
|
PROEQUITIES INC. |
7334 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
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29 Records found
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1
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