|
Institutional
Holders
Total
Institutions:
|
46 2 |
|
Total
shares held :
|
5,193,762 |
|
% of shares
held :
|
29.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-987,153 |
|
% of shares
held change :
|
-5.64% |
|
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 |
Cambria Investment Management L.P. |
3 |
- |
2024-03-31 |
1,093,212 |
$29,528,000 |
375,682 |
|
Smith Anglin Financial LLC |
16 |
- |
2024-03-31 |
666,111 |
$17,992,000 |
26,442 |
|
CWM LLC |
235 |
- |
2024-03-31 |
550,619 |
$14,872,000 |
42,949 |
|
RAYMOND JAMES & ASSOCIATES |
935 |
- |
2024-03-31 |
545,373 |
$14,731,000 |
23,931 |
|
Connectus Wealth LLC |
93 |
- |
2024-03-31 |
311,330 |
$8,477,000 |
-29,907 |
|
ROTHSCHILD INVESTMENT CORP /IL |
31 |
- |
2023-09-30 |
352,450 |
$8,452,000 |
241,780 |
|
OPUS CAPITAL GROUP LLC |
23 |
- |
2024-03-31 |
303,126 |
$8,187,000 |
-2,331 |
|
ALM First Financial Advisors LLC |
11 |
- |
2024-03-31 |
300,000 |
$8,103,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1025 |
- |
2024-03-31 |
225,177 |
$6,082,000 |
605 |
|
STIFEL FINANCIAL CORP |
1041 |
- |
2024-03-31 |
223,784 |
$6,044,000 |
174,230 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1106 |
- |
2024-03-31 |
200,464 |
$5,415,000 |
22,991 |
|
Insight Wealth Strategies LLC |
30 |
- |
2024-03-31 |
196,450 |
$5,306,000 |
-2,209 |
|
Kesler Norman & Wride LLC |
36 |
- |
2024-03-31 |
192,525 |
$5,200,000 |
10,143 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
763 |
- |
2024-03-31 |
178,743 |
$4,828,000 |
-5,100 |
|
Fermata Advisors LLC |
30 |
- |
2024-03-31 |
158,251 |
$4,274,000 |
-6,852 |
|
LPL FINANCIAL CORP |
2250 |
- |
2024-03-31 |
98,916 |
$2,672,000 |
16,376 |
|
ROYAL BANK OF CANADA |
2550 |
- |
2024-03-31 |
69,770 |
$1,884,000 |
21,110 |
|
UBS Group AG |
3047 |
- |
2024-03-31 |
67,524 |
$1,824,000 |
-47,184 |
|
United Advisor Group LLC |
46 |
*New |
2024-03-31 |
64,710 |
$1,748,000 |
64,710 |
|
Farther Finance Advisors LLC |
182 |
*New |
2024-03-31 |
57,781 |
$1,558,000 |
57,781 |
|
ARQ WEALTH ADVISORS LLC |
33 |
- |
2023-12-31 |
42,946 |
$1,107,000 |
1,527 |
|
Dynamic Advisors Solutions LLC |
426 |
*New |
2024-03-31 |
39,769 |
$1,074,000 |
39,769 |
|
Betterment LLC |
196 |
- |
2024-03-31 |
39,169 |
$1,058,000 |
-2,202 |
|
CoreFirst Bank & Trust |
39 |
- |
2024-03-31 |
36,620 |
$989,000 |
31,470 |
|
Kestra Advisory Services LLC |
1248 |
- |
2024-03-31 |
36,190 |
$977,000 |
-7,049 |
|
CITADEL ADVISORS LLC |
3108 |
- |
2024-03-31 |
35,543 |
$960,000 |
-42,410 |
|
Geneos Wealth Management Inc. |
378 |
- |
2024-03-31 |
31,400 |
$848,000 |
-2,069 |
|
Goss Wealth Management LLC |
1110 |
- |
2024-03-31 |
28,640 |
$774,000 |
-1,327 |
|
ENVESTNET ASSET MANAGEMENT INC |
3194 |
- |
2024-03-31 |
27,117 |
$732,000 |
4,100 |
|
LINCOLN NATIONAL CORP |
626 |
- |
2024-03-31 |
25,313 |
$684,000 |
5,868 |
|
Aspect Partners LLC |
36 |
*New |
2024-03-31 |
24,090 |
$651,000 |
24,090 |
|
DAVIDSON D A & CO |
961 |
- |
2024-03-31 |
19,657 |
$531,000 |
10,935 |
|
Advisor Group Holdings Inc. |
2911 |
- |
2024-03-31 |
18,586 |
$505,000 |
4,266 |
|
MARINER WEALTH ADVISORS, LLC |
2027 |
- |
2024-03-31 |
18,077 |
$488,000 |
0 |
|
BB&T CORP |
1987 |
- |
2024-03-31 |
17,013 |
$460,000 |
2,050 |
|
Gladstone Institutional Advisory LLC |
449 |
*New |
2024-03-31 |
16,024 |
$433,000 |
16,024 |
|
RAYMOND JAMES TRUST CO |
791 |
- |
2024-03-31 |
15,808 |
$427,000 |
795 |
|
MML INVESTORS SERVICES LLC |
1906 |
- |
2024-03-31 |
15,085 |
$407,000 |
-1,397 |
|
FLOW TRADERS U.S. LLC |
508 |
*New |
2024-03-31 |
13,482 |
$364,000 |
13,482 |
|
ICA Group Wealth Management LLC |
205 |
- |
2024-03-31 |
13,447 |
$363,000 |
6,679 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
395 |
- |
2024-03-31 |
9,564 |
$258,000 |
-680 |
|
Sigma Planning Corp |
1017 |
- |
2024-03-31 |
9,490 |
$256,000 |
9,490 |
|
NBC SECURITIES INC. |
721 |
- |
2024-03-31 |
7,690 |
$217,000 |
0 |
|
SAPIENT CAPITAL LLC |
348 |
*New |
2024-03-31 |
7,798 |
$212,000 |
7,798 |
|
MORGAN STANLEY |
6026 |
- |
2024-03-31 |
1,668 |
$45,000 |
403 |
|
HARBOUR INVESTMENTS INC. |
1617 |
- |
2023-12-31 |
1,300 |
$34,000 |
300 |
|
PITTENGER & ANDERSON INC |
325 |
- |
2024-03-31 |
928 |
$25,000 |
0 |
|
COMERICA BANK |
3073 |
- |
2024-03-31 |
539 |
$15,000 |
366 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1818 |
*New |
2024-03-31 |
399 |
$11,000 |
399 |
|
Retirement Group LLC |
450 |
- |
2024-03-31 |
425 |
$11,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
790 |
- |
2024-03-31 |
202 |
$5,000 |
0 |
|
Continuum Advisory LLC |
1319 |
*New |
2024-03-31 |
77 |
$2,000 |
77 |
|
JJJ Advisors Inc. |
975 |
- |
2024-03-31 |
50 |
$1,000 |
0 |
|
Hobbs Group Advisors LLC |
506 |
- |
2023-12-31 |
45 |
$1,000 |
0 |
|
Western Wealth Management LLC |
643 |
*Closed |
2024-03-31 |
0 |
$0 |
-54,458 |
|
FMR LLC |
5050 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
5555 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Bradley & Co. Private Wealth Management LLC |
181 |
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
WELLS FARGO & CO/MN |
6792 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
DHJJ Financial Advisors Ltd. |
787 |
- |
2024-03-31 |
17 |
$0 |
0 |
|
QUADRANT CAPITAL GROUP LLC |
2795 |
*Closed |
2024-03-31 |
0 |
$0 |
-227 |
|
|
61 Records found
|
1
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