| |
Institutional
Holders
Total
Institutions:
 |
32  15 |
|
|
Total
shares held :
|
1,128,301 |
|
|
% of shares
held :
|
12.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
|
Amount
of shares held :
|
698,086 |
|
|
% of shares
held change :
|
7.76% |
|
| 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 |
  Goss Wealth Management LLC |
420 |
- |
2024-03-31 |
199,574 |
$4,375,000 |
-10,377 |
|
| STEPHENS INC /AR/ |
388 |
- |
2024-03-31 |
108,575 |
$2,380,000 |
-4,017 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2496 |
- |
2024-03-31 |
100,102 |
$2,194,000 |
42,310 |
|
| BB&T CORP |
1273 |
- |
2024-03-31 |
88,234 |
$1,934,000 |
42,002 |
|
| Advisor Group Holdings Inc. |
1790 |
- |
2024-03-31 |
80,723 |
$1,769,000 |
22,761 |
|
| Cetera Investment Advisers |
874 |
- |
2024-03-31 |
48,678 |
$1,067,000 |
-3,363 |
|
| BCJ Capital Management LLC |
162 |
- |
2024-03-31 |
46,024 |
$1,009,000 |
23,149 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2126 |
*New |
2024-03-31 |
40,199 |
$881,000 |
40,199 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2514 |
- |
2024-03-31 |
31,363 |
$687,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3053 |
- |
2024-03-31 |
30,230 |
$663,000 |
30,230 |
|
| NorthCrest Asset Manangement LLC |
356 |
- |
2024-03-31 |
26,662 |
$584,000 |
0 |
|
| Envestnet Portfolio Solutions Inc. |
1063 |
- |
2024-03-31 |
25,938 |
$569,000 |
5,607 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
441 |
*New |
2024-03-31 |
24,952 |
$547,000 |
24,952 |
|
| MULTIFINANCIAL SECURITIES CORP |
1618 |
- |
2024-03-31 |
22,165 |
$486,000 |
11,207 |
|
| Kestra Advisory Services LLC |
1752 |
- |
2024-03-31 |
19,449 |
$426,000 |
-1,625 |
|
| WEALTHSOURCE PARTNERS LLC |
352 |
- |
2023-12-31 |
20,000 |
$424,000 |
0 |
|
| Atria Wealth Solutions Inc. |
1348 |
- |
2024-03-31 |
18,527 |
$406,000 |
5,559 |
|
| OLD MISSION CAPITAL LLC |
630 |
- |
2024-03-31 |
18,004 |
$395,000 |
18,004 |
|
| PROSPERA FINANCIAL SERVICES |
767 |
- |
2023-12-31 |
17,092 |
$363,000 |
890 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
270 |
- |
2024-03-31 |
15,500 |
$340,000 |
0 |
|
| SECURED RETIREMENT ADVISORS LLC |
87 |
- |
2024-03-31 |
15,239 |
$334,000 |
2,697 |
|
| PROEQUITIES INC. |
586 |
- |
2024-03-31 |
12,358 |
$271,000 |
0 |
|
| FINANCIAL NETWORK |
2471 |
- |
2024-03-31 |
10,523 |
$231,000 |
0 |
|
| Presidio Capital Management LLC |
46 |
- |
2024-03-31 |
10,163 |
$223,000 |
0 |
|
| Capital Analysts Inc. |
427 |
- |
2024-03-31 |
9,891 |
$217,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
1293 |
- |
2024-03-31 |
8,940 |
$196,000 |
4,390 |
|
| Steward Partners Investment Advisory LLC |
1461 |
- |
2024-03-31 |
8,488 |
$186,000 |
-1,000 |
|
| DHJJ Financial Advisors Ltd. |
193 |
- |
2024-03-31 |
5,010 |
$110,000 |
545 |
|
| Sunbelt Securities Inc. |
828 |
*New |
2024-03-31 |
2,600 |
$57,000 |
2,600 |
|
| Capital Investment Advisory Services LLC |
677 |
- |
2024-03-31 |
1,867 |
$41,000 |
956 |
|
| HARBOUR INVESTMENTS INC. |
1730 |
*New |
2023-12-31 |
1,291 |
$27,000 |
1,291 |
|
| SOA Wealth Advisors LLC. |
425 |
- |
2024-03-31 |
1,028 |
$23,000 |
0 |
|
| UBS Group AG |
6044 |
*New |
2024-03-31 |
429 |
$9,000 |
429 |
|
| JANE STREET GROUP LLC |
5369 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,541 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
875 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,163 |
|
| Capital CS Group LLC |
92 |
*Closed |
2024-03-31 |
0 |
$0 |
-40,465 |
|
| Benchmark Investment Advisors LLC |
294 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,875 |
|
| AE Wealth Management LLC |
1875 |
*Closed |
2024-03-31 |
0 |
$0 |
-230,654 |
|
|
38 Records found
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1
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