|
Institutional
Holders
Total
Institutions:
|
23 4 |
|
Total
shares held :
|
2,154,152 |
|
% of shares
held :
|
23.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
1,434,133 |
|
% of shares
held change :
|
15.92% |
|
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 |
LPL FINANCIAL CORP |
1210 |
*New |
2024-03-31 |
388,510 |
$11,931,000 |
388,510 |
|
Sweet Financial Partners LLC |
8 |
*New |
2024-03-31 |
312,616 |
$9,600,000 |
312,616 |
|
RiverTree Advisors LLC |
6 |
- |
2024-03-31 |
296,005 |
$9,090,000 |
6,162 |
|
PARK NATIONAL CORP /OH/ |
68 |
- |
2024-03-31 |
293,910 |
$9,026,000 |
2,895 |
|
ENVESTNET ASSET MANAGEMENT INC |
1620 |
- |
2024-03-31 |
278,007 |
$8,538,000 |
228,707 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
567 |
- |
2024-03-31 |
240,310 |
$7,380,000 |
127,295 |
|
KPP Advisory Services LLC |
14 |
*New |
2024-03-31 |
200,803 |
$6,167,000 |
200,803 |
|
Integrated Wealth Concepts LLC |
230 |
*New |
2024-03-31 |
200,567 |
$6,160,000 |
200,567 |
|
WEST MICHIGAN ADVISORS LLC |
11 |
- |
2024-03-31 |
160,278 |
$4,922,000 |
139,004 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1232 |
- |
2024-03-31 |
145,193 |
$4,459,000 |
29,057 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1282 |
*New |
2024-03-31 |
125,128 |
$3,843,000 |
125,128 |
|
FINANCIAL NETWORK |
881 |
*New |
2024-03-31 |
87,441 |
$2,685,000 |
87,441 |
|
JANE STREET GROUP LLC |
2017 |
*New |
2024-03-31 |
80,039 |
$2,458,000 |
80,039 |
|
Cetera Investment Advisers |
697 |
- |
2024-03-31 |
54,979 |
$1,688,000 |
12,931 |
|
Private Advisor Group LLC |
912 |
*New |
2024-03-31 |
52,618 |
$1,616,000 |
52,618 |
|
Secure Asset Management LLC |
59 |
*New |
2024-03-31 |
50,902 |
$1,563,000 |
50,902 |
|
Advisor Group Holdings Inc. |
1886 |
- |
2024-03-31 |
50,549 |
$1,552,000 |
14,641 |
|
Onyx Bridge Wealth Group LLC |
73 |
*New |
2024-03-31 |
49,865 |
$1,467,000 |
49,865 |
|
SYNOVUS FINANCIAL CORP |
381 |
- |
2024-03-31 |
46,283 |
$1,422,000 |
3,854 |
|
BANK OF NEW YORK MELLON CORP |
2948 |
*New |
2024-03-31 |
46,187 |
$1,418,000 |
46,187 |
|
Kestra Advisory Services LLC |
1034 |
- |
2024-03-31 |
45,718 |
$1,404,000 |
9,514 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2332 |
- |
2024-03-31 |
38,828 |
$1,192,000 |
21,432 |
|
MULTIFINANCIAL SECURITIES CORP |
1101 |
*New |
2024-03-31 |
36,579 |
$1,123,000 |
36,579 |
|
Kapstone Financial Advisors LLC |
28 |
- |
2024-03-31 |
33,561 |
$1,031,000 |
12,021 |
|
AE Wealth Management LLC |
644 |
- |
2024-03-31 |
32,566 |
$1,000,000 |
-894,472 |
|
Herold Advisors Inc. |
133 |
- |
2024-03-31 |
29,166 |
$896,000 |
1,014 |
|
OLD MISSION CAPITAL LLC |
422 |
*New |
2024-03-31 |
28,273 |
$868,000 |
28,273 |
|
Eldridge Investment Advisors Inc. |
87 |
*New |
2024-03-31 |
27,773 |
$853,000 |
27,773 |
|
RAYMOND JAMES & ASSOCIATES |
2749 |
*New |
2024-03-31 |
24,812 |
$762,000 |
24,812 |
|
ADVISORY SERVICES NETWORK, LLC |
800 |
*New |
2024-03-31 |
23,872 |
$733,000 |
23,872 |
|
Atria Wealth Solutions Inc. |
1109 |
*New |
2024-03-31 |
21,357 |
$656,000 |
21,357 |
|
IFG Advisory LLC |
291 |
*New |
2024-03-31 |
21,181 |
$650,000 |
21,181 |
|
Imprint Wealth LLC |
145 |
*New |
2024-03-31 |
19,208 |
$590,000 |
19,208 |
|
Envestnet Portfolio Solutions Inc. |
1062 |
*New |
2024-03-31 |
18,619 |
$572,000 |
18,619 |
|
NewEdge Wealth LLC |
550 |
*New |
2024-03-31 |
18,138 |
$525,000 |
18,138 |
|
OneAscent Financial Services LLC |
201 |
*New |
2024-03-31 |
16,174 |
$497,000 |
16,174 |
|
Good Life Advisors LLC |
258 |
*New |
2024-03-31 |
15,419 |
$474,000 |
15,419 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
220 |
*New |
2024-03-31 |
15,299 |
$470,000 |
15,299 |
|
Orion Portfolio Solutions LLC |
1339 |
- |
2024-03-31 |
13,687 |
$420,000 |
4,265 |
|
Western Wealth Management LLC |
424 |
*New |
2024-03-31 |
12,800 |
$393,000 |
12,800 |
|
ICA Group Wealth Management LLC |
209 |
*New |
2024-03-31 |
11,388 |
$350,000 |
11,388 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
106 |
*New |
2024-03-31 |
10,016 |
$308,000 |
10,016 |
|
PROEQUITIES INC. |
552 |
- |
2024-03-31 |
10,014 |
$308,000 |
3,899 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
773 |
*New |
2024-03-31 |
9,903 |
$304,000 |
9,903 |
|
Barry Investment Advisors LLC |
91 |
*New |
2024-03-31 |
9,543 |
$293,000 |
9,543 |
|
STIFEL FINANCIAL CORP |
2940 |
*New |
2024-03-31 |
9,085 |
$279,000 |
9,085 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
571 |
*New |
2024-03-31 |
8,591 |
$264,000 |
8,591 |
|
HARBOUR INVESTMENTS INC. |
778 |
- |
2023-12-31 |
9,196 |
$250,000 |
1,844 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
592 |
*New |
2024-03-31 |
6,803 |
$209,000 |
6,803 |
|
SILVER OAK SECURITIES Inc |
380 |
*New |
2024-03-31 |
6,185 |
$190,000 |
6,185 |
|
Aptus Capital Advisors LLC |
747 |
- |
2024-03-31 |
4,892 |
$150,000 |
4,523 |
|
DHJJ Financial Advisors Ltd. |
182 |
- |
2024-03-31 |
3,892 |
$120,000 |
104 |
|
BENJAMIN EDWARDS INC |
440 |
*New |
2024-03-31 |
2,326 |
$71,000 |
2,326 |
|
Global Retirement Partners LLC |
1228 |
*New |
2024-03-31 |
2,267 |
$70,000 |
2,267 |
|
Goss Wealth Management LLC |
2261 |
*New |
2024-03-31 |
1,806 |
$55,000 |
1,806 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
806 |
*New |
2024-03-31 |
1,191 |
$37,000 |
1,191 |
|
Pinnacle Bank |
473 |
*New |
2024-03-31 |
1,081 |
$33,000 |
1,081 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1430 |
*New |
2024-03-31 |
1,000 |
$31,000 |
1,000 |
|
PRINCIPAL SECURITIES INC. |
1785 |
*New |
2024-03-31 |
988 |
$30,000 |
988 |
|
CITADEL ADVISORS LLC |
5737 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,049 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
460 |
*Closed |
2024-03-31 |
0 |
$0 |
-369 |
|
Snowden Capital Advisors LLC |
1179 |
*Closed |
2024-03-31 |
0 |
$0 |
-61,427 |
|
UBS Group AG |
8024 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,119 |
|
|
63 Records found
|
1
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