| |
Institutional
Holders
Total
Institutions:
 |
26  9 |
|
|
Total
shares held :
|
2,280,176 |
|
|
% of shares
held :
|
25.34% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
1,122,960 |
|
|
% of shares
held change :
|
12.48% |
|
| 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 |
  THRIVENT FINANCIAL FOR LUTHERANS |
274 |
- |
2024-03-31 |
754,946 |
$45,123,000 |
294,112 |
|
| J P MORGAN CHASE & CO |
1302 |
- |
2024-03-31 |
641,247 |
$38,327,000 |
226,945 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
397 |
*New |
2024-03-31 |
475,290 |
$28,408,000 |
475,290 |
|
| Beaumont Financial Advisors LLC |
15 |
- |
2024-03-31 |
381,338 |
$22,793,000 |
-16,910 |
|
| LPL FINANCIAL CORP |
897 |
- |
2024-03-31 |
370,551 |
$22,148,000 |
88,682 |
|
| American Planning Services Inc. |
5 |
- |
2024-03-31 |
197,491 |
$11,804,000 |
2,702 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1542 |
- |
2024-03-31 |
161,301 |
$9,641,000 |
156,107 |
|
| Advisor Group Holdings Inc. |
763 |
- |
2024-03-31 |
141,142 |
$8,436,000 |
54,356 |
|
| MML INVESTORS SERVICES LLC |
570 |
*New |
2024-03-31 |
99,037 |
$5,919,000 |
99,037 |
|
| RAYMOND JAMES & ASSOCIATES |
1603 |
*New |
2024-03-31 |
80,391 |
$4,805,000 |
80,391 |
|
| Fifth Third Securities Inc. |
57 |
- |
2024-03-31 |
79,748 |
$4,767,000 |
2,684 |
|
| COZAD ASSET MANAGEMENT INC |
61 |
- |
2024-03-31 |
64,980 |
$3,884,000 |
8,110 |
|
| SFG Wealth Management LLC. |
10 |
- |
2024-03-31 |
62,662 |
$3,745,000 |
-5,621 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1000 |
*New |
2024-03-31 |
46,663 |
$2,789,000 |
46,663 |
|
| FINANCIAL NETWORK |
877 |
*New |
2024-03-31 |
45,373 |
$2,712,000 |
45,373 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1667 |
- |
2024-03-31 |
38,595 |
$2,307,000 |
-2,812 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
209 |
- |
2024-03-31 |
36,124 |
$1,904,000 |
0 |
|
| Good Life Advisors LLC |
151 |
*New |
2024-03-31 |
19,385 |
$1,159,000 |
19,385 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2789 |
- |
2024-03-31 |
13,894 |
$830,000 |
1,820 |
|
| Pensionmark Financial Group LLC |
169 |
*New |
2024-03-31 |
12,773 |
$763,000 |
12,773 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
277 |
- |
2024-03-31 |
8,584 |
$513,000 |
4,317 |
|
| Synergy Financial Management LLC |
98 |
*New |
2024-03-31 |
5,603 |
$335,000 |
5,603 |
|
| Private Advisor Group LLC |
1760 |
- |
2024-03-31 |
5,582 |
$334,000 |
178 |
|
| Equitable Holdings Inc. |
932 |
- |
2024-03-31 |
5,467 |
$327,000 |
-86 |
|
| LINCOLN NATIONAL CORP |
921 |
*New |
2024-03-31 |
5,300 |
$317,000 |
5,300 |
|
| DENVER WEALTH MANAGEMENT INC. |
71 |
*New |
2024-03-31 |
4,418 |
$264,000 |
4,418 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2801 |
*New |
2024-03-31 |
4,339 |
$259,000 |
4,339 |
|
| RAYMOND JAMES TRUST CO |
1063 |
*New |
2024-03-31 |
4,287 |
$256,000 |
4,287 |
|
| ICA Group Wealth Management LLC |
278 |
- |
2024-03-31 |
3,450 |
$206,000 |
1,090 |
|
| ST GERMAIN D J CO INC |
275 |
- |
2024-03-31 |
2,836 |
$170,000 |
0 |
|
| JONES FINANCIAL COMPANIES LLLP |
707 |
*New |
2024-03-31 |
947 |
$57,000 |
947 |
|
| Capital Advisors Ltd. LLC |
422 |
*New |
2024-03-31 |
938 |
$56,000 |
938 |
|
| US BANCORP |
2704 |
- |
2024-03-31 |
793 |
$47,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1719 |
*New |
2024-03-31 |
571 |
$34,000 |
571 |
|
| Planning Capital Management Corp |
447 |
*New |
2024-03-31 |
118 |
$7,000 |
118 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2744 |
- |
2024-03-31 |
83 |
$5,000 |
0 |
|
| Global Retirement Partners LLC |
2651 |
- |
2024-03-31 |
36 |
$2,000 |
0 |
|
| FMR LLC |
4538 |
- |
2024-03-31 |
41 |
$2,000 |
-76 |
|
| IFP Advisors Inc |
2882 |
*Closed |
2023-12-31 |
0 |
$0 |
-112 |
|
| CITADEL ADVISORS LLC |
5983 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,637 |
|
| PROEQUITIES INC. |
4941 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5823 |
*Closed |
2024-03-31 |
0 |
$0 |
-890 |
|
| JANE STREET GROUP LLC |
5922 |
*Closed |
2024-03-31 |
0 |
$0 |
-113,684 |
|
| UBS Group AG |
8516 |
*Closed |
2024-03-31 |
0 |
$0 |
-32 |
|
|
44 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
