| |
Institutional
Holders
Total
Institutions:
 |
49  22 |
|
|
Total
shares held :
|
1,936,896 |
|
|
% of shares
held :
|
21.52% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
38 |
|
|
Amount
of shares held :
|
1,356,584 |
|
|
% of shares
held change :
|
15.07% |
|
| 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 |
  COMMONWEALTH EQUITY SERVICES LLC. |
537 |
- |
2024-03-31 |
532,050 |
$17,565,000 |
2,159 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
609 |
*New |
2024-03-31 |
472,555 |
$15,601,000 |
472,555 |
|
| STEPHENS INC /AR/ |
193 |
- |
2024-03-31 |
234,520 |
$7,743,000 |
-203 |
|
| Americana Partners LLC |
67 |
- |
2024-03-31 |
153,284 |
$5,061,000 |
-30,356 |
|
| Kestra Advisory Services LLC |
582 |
- |
2024-03-31 |
126,668 |
$4,182,000 |
16,460 |
|
| RAYMOND JAMES & ASSOCIATES |
1839 |
*New |
2024-03-31 |
100,036 |
$3,303,000 |
100,036 |
|
| Goss Wealth Management LLC |
539 |
- |
2024-03-31 |
91,140 |
$3,009,000 |
-900 |
|
| CITY HOLDING CO |
87 |
- |
2024-03-31 |
61,810 |
$2,040,000 |
0 |
|
| MULTIFINANCIAL SECURITIES CORP |
812 |
- |
2024-03-31 |
61,433 |
$2,028,000 |
22,229 |
|
| Schulz Wealth LTD. |
13 |
- |
2024-03-31 |
58,144 |
$1,920,000 |
0 |
|
| Advisor Group Holdings Inc. |
1781 |
- |
2024-03-31 |
54,099 |
$1,786,000 |
-7,026 |
|
| LPL FINANCIAL CORP |
2766 |
*New |
2024-03-31 |
45,324 |
$1,496,000 |
45,324 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2103 |
- |
2024-03-31 |
44,783 |
$1,478,000 |
32,580 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3021 |
- |
2024-03-31 |
29,916 |
$988,000 |
-12,549 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1811 |
- |
2024-03-31 |
26,382 |
$871,000 |
-1,961 |
|
| FINANCIAL NETWORK |
1561 |
- |
2024-03-31 |
26,166 |
$864,000 |
0 |
|
| Cetera Investment Advisers |
964 |
- |
2024-03-31 |
25,564 |
$844,000 |
-53,809 |
|
| NorthCrest Asset Manangement LLC |
328 |
- |
2024-03-31 |
20,833 |
$688,000 |
0 |
|
| OLD MISSION CAPITAL LLC |
510 |
- |
2024-03-31 |
18,632 |
$615,000 |
7,239 |
|
| PROSPERA FINANCIAL SERVICES |
635 |
- |
2023-12-31 |
16,944 |
$536,000 |
3,313 |
|
| Keystone Wealth Services LLC |
123 |
- |
2024-03-31 |
15,928 |
$526,000 |
0 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
799 |
- |
2024-03-31 |
14,925 |
$493,000 |
0 |
|
| Change Path LLC |
631 |
*New |
2024-03-31 |
12,445 |
$411,000 |
12,445 |
|
| Holistic Planning LLC |
72 |
- |
2024-03-31 |
12,250 |
$404,000 |
0 |
|
| EPG Wealth Management LLC |
188 |
- |
2024-03-31 |
12,000 |
$396,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2173 |
- |
2024-03-31 |
11,332 |
$374,000 |
-7,876 |
|
| JANE STREET GROUP LLC |
4235 |
- |
2024-03-31 |
10,450 |
$345,000 |
-12,832 |
|
| FSB PREMIER WEALTH MANAGEMENT INC. |
127 |
- |
2024-03-31 |
10,271 |
$339,000 |
0 |
|
| Integrity Financial Corp /WA |
82 |
- |
2024-03-31 |
10,254 |
$339,000 |
-1,688 |
|
| Kinloch Capital LLC |
57 |
- |
2024-03-31 |
10,086 |
$333,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
107 |
- |
2024-03-31 |
9,785 |
$323,000 |
0 |
|
| Accel Wealth Management |
152 |
- |
2024-03-31 |
9,500 |
$314,000 |
-300 |
|
| HBW Advisory Services LLC |
277 |
- |
2024-03-31 |
7,022 |
$222,000 |
0 |
|
| BCGM Wealth Management LLC |
139 |
- |
2024-03-31 |
6,615 |
$218,000 |
0 |
|
| Larson Financial Group LLC |
433 |
- |
2024-03-31 |
5,472 |
$181,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
948 |
- |
2023-12-31 |
5,058 |
$160,000 |
292 |
|
| CWM LLC |
1765 |
- |
2024-03-31 |
3,576 |
$118,000 |
-427 |
|
| Steward Partners Investment Advisory LLC |
1704 |
- |
2024-03-31 |
3,375 |
$111,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
286 |
- |
2024-03-31 |
2,807 |
$93,000 |
0 |
|
| Aptus Capital Advisors LLC |
815 |
- |
2024-03-31 |
2,807 |
$93,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5342 |
*New |
2024-03-31 |
2,238 |
$74,000 |
2,238 |
|
| Capital Analysts Inc. |
593 |
- |
2024-03-31 |
2,240 |
$74,000 |
0 |
|
| Sunbelt Securities Inc. |
798 |
- |
2024-03-31 |
2,033 |
$67,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
368 |
- |
2024-03-31 |
1,300 |
$43,000 |
0 |
|
| UBS Group AG |
5568 |
*New |
2024-03-31 |
801 |
$26,000 |
801 |
|
| PRINCIPAL SECURITIES INC. |
1883 |
- |
2024-03-31 |
750 |
$25,000 |
0 |
|
| WELLS FARGO & CO/MN |
4998 |
*New |
2024-03-31 |
548 |
$18,000 |
548 |
|
| Archer Investment Corp |
566 |
- |
2024-03-31 |
452 |
$15,000 |
-1,085 |
|
| Caitlin John LLC |
425 |
- |
2023-12-31 |
345 |
$11,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
268 |
- |
2024-03-31 |
150 |
$5,000 |
0 |
|
| PROEQUITIES INC. |
2741 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| LM Advisors LLC |
365 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,718 |
|
| CITADEL ADVISORS LLC |
6418 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,584 |
|
| Foundations Investment Advisors LLC |
722 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,262 |
|
| Schubert & Co |
35 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,402 |
|
| BB&T CORP |
2642 |
*Closed |
2024-03-31 |
0 |
$0 |
-88,229 |
|
| FIRST COMMUNITY TRUST NA |
299 |
*Closed |
2024-03-31 |
0 |
$0 |
-205 |
|
|
57 Records found
|
1
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