|
Institutional
Holders
Total
Institutions:
|
68 1 |
|
Total
shares held :
|
3,990,280 |
|
% of shares
held :
|
84.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
224,405 |
|
% of shares
held change :
|
4.77% |
|
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 |
ATRIA INVESTMENTS LLC |
61 |
- |
2023-12-31 |
640,311 |
$21,205,000 |
43,196 |
|
LPL FINANCIAL CORP |
1167 |
- |
2024-03-31 |
352,769 |
$12,760,000 |
37,930 |
|
Change Path LLC |
50 |
- |
2024-03-31 |
290,521 |
$10,508,000 |
2,499 |
|
AMERIPRISE FINANCIAL INC |
1741 |
- |
2024-03-31 |
276,511 |
$9,997,000 |
47,052 |
|
OneAscent Financial Services LLC |
19 |
- |
2024-03-31 |
238,042 |
$8,610,000 |
-122,405 |
|
Frontier Asset Management LLC |
11 |
- |
2024-03-31 |
233,392 |
$8,442,000 |
-10,614 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
31 |
- |
2024-03-31 |
227,892 |
$8,243,000 |
10,497 |
|
OneAscent Wealth Management LLC |
8 |
- |
2024-03-31 |
149,776 |
$5,417,000 |
-94,893 |
|
Strategic Equity Management |
8 |
- |
2024-03-31 |
121,569 |
$4,397,000 |
37,995 |
|
OConnor Financial Group LLC |
18 |
- |
2024-03-31 |
113,517 |
$4,106,000 |
1,516 |
|
CWM LLC |
496 |
- |
2024-03-31 |
93,843 |
$3,394,000 |
245 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1011 |
- |
2024-03-31 |
85,848 |
$3,105,000 |
-6,763 |
|
J.W. COLE ADVISORS INC. |
146 |
- |
2024-03-31 |
84,577 |
$3,059,000 |
468 |
|
EverSource Wealth Advisors LLC |
94 |
- |
2024-03-31 |
77,801 |
$2,576,000 |
0 |
|
Strategic Blueprint LLC |
120 |
- |
2024-03-31 |
67,290 |
$2,434,000 |
-144 |
|
LVZ Advisors Inc. |
25 |
- |
2024-03-31 |
65,885 |
$2,383,000 |
1,873 |
|
Kestra Advisory Services LLC |
796 |
- |
2024-03-31 |
65,459 |
$2,368,000 |
-1,534 |
|
MONEYWISE INC. |
22 |
- |
2024-03-31 |
53,148 |
$1,922,000 |
32,094 |
|
Financial Advocates Investment Management |
193 |
- |
2024-03-31 |
51,769 |
$1,872,000 |
1,051 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1695 |
- |
2024-03-31 |
48,772 |
$1,764,000 |
2,242 |
|
ENVESTNET ASSET MANAGEMENT INC |
2645 |
- |
2024-03-31 |
48,595 |
$1,758,000 |
4,542 |
|
INTL FCSTONE INC. |
117 |
- |
2024-03-31 |
40,115 |
$1,451,000 |
926 |
|
Envestnet Portfolio Solutions Inc. |
766 |
- |
2024-03-31 |
35,803 |
$1,295,000 |
1,732 |
|
WIN ADVISORS INC |
33 |
- |
2024-03-31 |
31,301 |
$1,132,000 |
749 |
|
Bare Financial Services Inc |
22 |
- |
2024-03-31 |
31,642 |
$1,102,000 |
27,170 |
|
PFG Investments LLC |
353 |
*New |
2024-03-31 |
25,058 |
$906,000 |
25,058 |
|
Consolidated Portfolio Review Corp |
108 |
- |
2024-03-31 |
25,058 |
$906,000 |
1,939 |
|
MULTIFINANCIAL SECURITIES CORP |
1224 |
- |
2024-03-31 |
23,994 |
$868,000 |
3,852 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2337 |
- |
2024-03-31 |
23,723 |
$858,000 |
-613 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2902 |
- |
2024-03-31 |
20,735 |
$750,000 |
-10,589 |
|
Geneos Wealth Management Inc. |
404 |
- |
2024-03-31 |
20,676 |
$748,000 |
2,489 |
|
FIRST HEARTLAND CONSULTANTS INC |
202 |
*New |
2024-03-31 |
19,925 |
$721,000 |
19,925 |
|
FINANCIAL NETWORK |
1681 |
- |
2024-03-31 |
19,571 |
$708,000 |
-48,930 |
|
UBS Group AG |
3848 |
- |
2024-03-31 |
18,504 |
$669,000 |
13,297 |
|
Arete Wealth Advisors LLC |
274 |
- |
2024-03-31 |
16,621 |
$601,000 |
918 |
|
Advisor Group Holdings Inc. |
2812 |
- |
2024-03-31 |
15,804 |
$571,000 |
-38,227 |
|
SIGMA INVESTMENT COUNSELORS INC |
120 |
- |
2024-03-31 |
15,558 |
$563,000 |
17 |
|
CITADEL ADVISORS LLC |
3766 |
- |
2024-03-31 |
13,584 |
$491,000 |
3,493 |
|
Cetera Investment Advisers |
1206 |
- |
2024-03-31 |
13,441 |
$486,000 |
2,076 |
|
Sigma Planning Corp |
771 |
- |
2024-03-31 |
13,269 |
$480,000 |
13,269 |
|
Inspire Advisors LLC |
221 |
- |
2024-03-31 |
12,733 |
$461,000 |
1,876 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
219 |
*New |
2024-03-31 |
12,755 |
$461,000 |
12,755 |
|
TrueWealth Advisors LLC |
116 |
- |
2024-03-31 |
10,030 |
$363,000 |
409 |
|
HHM Wealth Advisors LLC |
99 |
- |
2024-03-31 |
9,612 |
$348,000 |
0 |
|
BCGM Wealth Management LLC |
113 |
- |
2024-03-31 |
8,800 |
$318,000 |
0 |
|
AIFG Consultants Ltd. |
34 |
- |
2024-03-31 |
8,604 |
$311,000 |
-336 |
|
ROYAL BANK OF CANADA |
3828 |
- |
2024-03-31 |
8,217 |
$297,000 |
-1,219 |
|
RAYMOND JAMES & ASSOCIATES |
3454 |
- |
2024-03-31 |
6,704 |
$243,000 |
12 |
|
Ambassador Advisors LLC |
227 |
- |
2024-03-31 |
6,695 |
$242,000 |
206 |
|
BluePath Capital Management LLC |
108 |
- |
2024-03-31 |
5,980 |
$216,000 |
5,980 |
|
Brookstone Capital Management |
853 |
*New |
2024-03-31 |
5,854 |
$212,000 |
5,854 |
|
Whitaker-Myers Wealth Managers LTD. |
92 |
- |
2024-03-31 |
5,701 |
$206,000 |
-1,516 |
|
H D Vest Advisory Services |
1526 |
*New |
2024-03-31 |
5,584 |
$202,000 |
5,584 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
127 |
- |
2024-03-31 |
5,068 |
$183,000 |
987 |
|
ICA Group Wealth Management LLC |
316 |
*New |
2024-03-31 |
4,335 |
$157,000 |
4,335 |
|
Nemes Rush Group LLC |
187 |
- |
2024-03-31 |
3,725 |
$135,000 |
0 |
|
Goss Wealth Management LLC |
2159 |
- |
2024-03-31 |
2,000 |
$72,000 |
0 |
|
Bank of New Hampshire |
307 |
- |
2024-03-31 |
1,500 |
$54,000 |
165 |
|
HARBOUR INVESTMENTS INC. |
1534 |
- |
2023-12-31 |
1,272 |
$42,000 |
35 |
|
Coppell Advisory Solutions LLC |
581 |
- |
2023-12-31 |
1,027 |
$34,000 |
-3 |
|
PRINCIPAL SECURITIES INC. |
1758 |
- |
2024-03-31 |
885 |
$32,000 |
136 |
|
FTB Advisors Inc. |
1162 |
- |
2024-03-31 |
846 |
$31,000 |
5 |
|
PROEQUITIES INC. |
1369 |
- |
2024-03-31 |
847 |
$31,000 |
0 |
|
Ronald Blue Trust Inc. |
1168 |
- |
2024-03-31 |
665 |
$24,000 |
599 |
|
Asset Dedication LLC |
561 |
- |
2024-03-31 |
618 |
$23,000 |
0 |
|
SILVER OAK SECURITIES Inc |
457 |
- |
2024-03-31 |
641 |
$23,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3471 |
- |
2024-03-31 |
485 |
$18,000 |
0 |
|
COMERICA BANK |
3071 |
- |
2024-03-31 |
422 |
$15,000 |
-43 |
|
NBC SECURITIES INC. |
1649 |
- |
2024-03-31 |
325 |
$11,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2919 |
- |
2024-03-31 |
155 |
$6,000 |
0 |
|
FMR LLC |
4489 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
Smartleaf Asset Management LLC |
1266 |
*New |
2024-03-31 |
56 |
$2,000 |
56 |
|
Sunbelt Securities Inc. |
1665 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,091 |
|
Symphony Financial Ltd. Co. |
193 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,818 |
|
Slagle Financial LLC |
120 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,900 |
|
MORGAN STANLEY |
7445 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
AE Wealth Management LLC |
1802 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,402 |
|
WELLS FARGO & CO/MN |
6772 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WorthPointe LLC |
80 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,156 |
|
|
79 Records found
|
1
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