| |
Institutional
Holders
Total
Institutions:
 |
29  29 |
|
|
Total
shares held :
|
1,775,085 |
|
|
% of shares
held :
|
19.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
29 |
|
|
Amount
of shares held :
|
1,775,085 |
|
|
% of shares
held change :
|
19.72% |
|
| 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 |
  RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
489 |
*New |
2024-03-31 |
660,901 |
$20,858,000 |
660,901 |
|
| Goss Wealth Management LLC |
202 |
- |
2024-03-31 |
362,785 |
$11,449,000 |
24,330 |
|
| Bullseye Investment Management LLC |
4 |
*New |
2023-12-31 |
376,052 |
$11,379,000 |
376,052 |
|
| RAYMOND JAMES & ASSOCIATES |
1127 |
*New |
2024-03-31 |
332,148 |
$10,483,000 |
332,148 |
|
| Advisor Group Holdings Inc. |
710 |
- |
2024-03-31 |
307,311 |
$9,699,000 |
269,184 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1711 |
- |
2024-03-31 |
234,461 |
$7,400,000 |
18,477 |
|
| MML INVESTORS SERVICES LLC |
516 |
- |
2024-03-31 |
222,774 |
$7,031,000 |
170,985 |
|
| WealthPlan Investment Management LLC |
39 |
*New |
2024-03-31 |
218,581 |
$6,898,000 |
218,581 |
|
| Americana Partners LLC |
60 |
- |
2024-03-31 |
173,335 |
$5,470,000 |
-25,567 |
|
| FINANCIAL NETWORK |
690 |
- |
2024-03-31 |
133,989 |
$4,229,000 |
28,317 |
|
| Pallas Capital Advisors LLC |
107 |
*New |
2024-03-31 |
122,100 |
$3,853,000 |
122,100 |
|
| Feltz Wealth PLAN Inc. |
80 |
*New |
2024-03-31 |
115,909 |
$3,658,000 |
115,909 |
|
| JANNEY MONTGOMERY SCOTT LLC |
998 |
*New |
2024-03-31 |
88,849 |
$2,804,000 |
88,849 |
|
| Kestra Advisory Services LLC |
745 |
- |
2024-03-31 |
86,790 |
$2,739,000 |
20,648 |
|
| Cetera Investment Advisers |
562 |
*New |
2024-03-31 |
79,302 |
$2,503,000 |
79,302 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1843 |
- |
2024-03-31 |
56,105 |
$1,771,000 |
26,513 |
|
| Resources Investment Advisors Inc. |
381 |
- |
2024-03-31 |
53,197 |
$1,679,000 |
39,631 |
|
| SIGNATURE SECURITIES GROUP CORPORATION |
73 |
- |
2024-03-31 |
37,878 |
$1,195,000 |
1,877 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1659 |
- |
2024-03-31 |
34,362 |
$1,084,000 |
7,965 |
|
| LPL FINANCIAL CORP |
3289 |
*New |
2024-03-31 |
26,127 |
$825,000 |
26,127 |
|
| Change Path LLC |
428 |
*New |
2024-03-31 |
25,639 |
$809,000 |
25,639 |
|
| Streettalk Advisors LLC |
193 |
- |
2024-03-31 |
24,781 |
$782,000 |
0 |
|
| Cambridge Advisors Inc. |
99 |
- |
2024-03-31 |
19,775 |
$624,000 |
0 |
|
| Catalina Capital Group LLC |
88 |
- |
2024-03-31 |
17,542 |
$554,000 |
-160 |
|
| Archer Investment Corp |
130 |
- |
2024-03-31 |
16,387 |
$517,000 |
146 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
433 |
*New |
2024-03-31 |
14,285 |
$451,000 |
14,285 |
|
| DHJJ Financial Advisors Ltd. |
89 |
*New |
2024-03-31 |
13,936 |
$440,000 |
13,936 |
|
| Envestnet Portfolio Solutions Inc. |
1206 |
*New |
2024-03-31 |
12,615 |
$398,000 |
12,615 |
|
| Atria Wealth Solutions Inc. |
1360 |
*New |
2024-03-31 |
12,615 |
$398,000 |
12,615 |
|
| SECURED RETIREMENT ADVISORS LLC |
79 |
*New |
2024-03-31 |
12,263 |
$387,000 |
12,263 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3882 |
- |
2024-03-31 |
10,835 |
$342,000 |
-11,297 |
|
| Lifeworks Advisors LLC |
173 |
- |
2024-03-31 |
9,854 |
$311,000 |
1,160 |
|
| Tanglewood Legacy Advisors LLC |
73 |
- |
2024-03-31 |
8,988 |
$284,000 |
2,470 |
|
| JANE STREET GROUP LLC |
4551 |
*New |
2024-03-31 |
7,810 |
$246,000 |
7,810 |
|
| MONEY CONCEPTS CAPITAL CORP |
365 |
*New |
2024-03-31 |
7,015 |
$221,000 |
7,015 |
|
| MARINER WEALTH ADVISORS, LLC |
2693 |
*New |
2024-03-31 |
6,883 |
$217,000 |
6,883 |
|
| Holistic Planning LLC |
114 |
*New |
2024-03-31 |
6,450 |
$204,000 |
6,450 |
|
| Integrity Financial Corp /WA |
110 |
- |
2024-03-31 |
5,824 |
$184,000 |
3,288 |
|
| Sunbelt Securities Inc. |
611 |
- |
2024-03-31 |
4,638 |
$146,000 |
2,989 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1011 |
- |
2024-03-31 |
4,153 |
$131,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1111 |
*New |
2023-12-31 |
3,509 |
$106,000 |
3,509 |
|
| UBS Group AG |
5472 |
*New |
2024-03-31 |
1,063 |
$34,000 |
1,063 |
|
| Retirement Group LLC |
390 |
*New |
2024-03-31 |
500 |
$16,000 |
500 |
|
| CWM LLC |
3306 |
- |
2024-03-31 |
331 |
$10,000 |
0 |
|
| Capital Investment Advisory Services LLC |
890 |
- |
2024-03-31 |
99 |
$3,000 |
0 |
|
| Rockefeller Capital Management L.P. |
1680 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,000 |
|
| HANSON MCCLAIN, INC. |
3391 |
*New |
2024-03-31 |
8 |
$0 |
8 |
|
| AE Wealth Management LLC |
1583 |
*Closed |
2024-03-31 |
0 |
$0 |
-108,938 |
|
| WOLVERINE TRADING LLC |
1296 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,866 |
|
| ADVISORY SERVICES NETWORK, LLC |
3220 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,160 |
|
| J P MORGAN CHASE & CO |
6311 |
*Closed |
2024-03-31 |
0 |
$0 |
-24 |
|
| PROEQUITIES INC. |
9858 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1491 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,850 |
|
|
53 Records found
|
1
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