|
Institutional
Holders
Total
Institutions:
|
101 9 |
|
Total
shares held :
|
11,937,324 |
|
% of shares
held :
|
44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
1,848,608 |
|
% of shares
held change :
|
6.81% |
|
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 |
ROYAL BANK OF CANADA |
1316 |
- |
2024-03-31 |
626,648 |
$13,780,000 |
-53,385 |
|
ALERUS FINANCIAL NA |
22 |
- |
2024-03-31 |
528,228 |
$11,616,000 |
-57 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
827 |
- |
2024-03-31 |
413,379 |
$9,090,000 |
-142,219 |
|
AUGUSTINE ASSET MANAGEMENT INC |
7 |
- |
2024-03-31 |
363,617 |
$7,996,000 |
-4,039 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
6 |
- |
2024-03-31 |
354,344 |
$7,792,000 |
-199,227 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1151 |
- |
2024-03-31 |
219,372 |
$4,824,000 |
-5,932 |
|
Geneos Wealth Management Inc. |
120 |
- |
2024-03-31 |
212,079 |
$4,664,000 |
-9,042 |
|
RAYMOND JAMES & ASSOCIATES |
1704 |
- |
2024-03-31 |
190,597 |
$4,191,000 |
-10,811 |
|
FINANCIAL NETWORK |
722 |
- |
2024-03-31 |
177,405 |
$3,901,000 |
-90,930 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
960 |
- |
2024-03-31 |
153,616 |
$3,378,000 |
-15,685 |
|
China Universal Asset Management Co. Ltd. |
59 |
- |
2024-03-31 |
128,000 |
$2,815,000 |
-10,000 |
|
Stratos Wealth Advisors LLC |
162 |
- |
2024-03-31 |
114,334 |
$2,514,000 |
-260 |
|
ENVESTNET ASSET MANAGEMENT INC |
2446 |
- |
2024-03-31 |
110,414 |
$2,428,000 |
-112,015 |
|
AXXCESS WEALTH MANAGEMENT LLC |
219 |
- |
2024-03-31 |
110,282 |
$2,425,000 |
-16,298 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1156 |
- |
2024-03-31 |
99,000 |
$2,177,000 |
-26,500 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
71 |
- |
2024-03-31 |
94,994 |
$2,089,000 |
-2,893 |
|
Foundations Investment Advisors LLC |
227 |
- |
2024-03-31 |
92,502 |
$2,034,000 |
-27,140 |
|
Rockefeller Capital Management L.P. |
1030 |
- |
2024-03-31 |
85,036 |
$1,870,000 |
-240 |
|
Advisor Group Holdings Inc. |
1806 |
- |
2024-03-31 |
78,862 |
$1,734,000 |
-12,781 |
|
STIFEL FINANCIAL CORP |
1862 |
- |
2024-03-31 |
74,705 |
$1,643,000 |
-343,848 |
|
Aveo Capital Partners LLC |
112 |
- |
2024-03-31 |
63,516 |
$1,447,000 |
-4,281 |
|
Mutual Advisors LLC |
423 |
- |
2024-03-31 |
54,166 |
$1,191,000 |
-3,117 |
|
CREATIVE PLANNING |
1464 |
- |
2024-03-31 |
37,562 |
$826,000 |
-1,886 |
|
Cambridge Advisors Inc. |
86 |
- |
2024-03-31 |
35,326 |
$777,000 |
-13 |
|
Riverwater Partners LLC |
52 |
- |
2024-03-31 |
31,177 |
$686,000 |
-1,647 |
|
BB&T CORP |
2061 |
- |
2024-03-31 |
18,814 |
$414,000 |
-5,250 |
|
HIGHTOWER ADVISORS, LLC |
2450 |
- |
2024-03-31 |
17,342 |
$382,000 |
-90,724 |
|
Fortis Capital Advisors LLC |
119 |
- |
2024-03-31 |
17,256 |
$379,000 |
-6,414 |
|
Belpointe Asset Management LLC |
513 |
- |
2024-03-31 |
17,256 |
$379,000 |
-6,414 |
|
Apollon Wealth Management LLC |
811 |
- |
2024-03-31 |
16,048 |
$353,000 |
-1 |
|
ADVISORY SERVICES NETWORK, LLC |
1106 |
- |
2024-03-31 |
14,971 |
$329,000 |
-80,925 |
|
HORIZON BANCORP /IN/ |
42 |
- |
2024-03-31 |
13,383 |
$294,000 |
-6 |
|
YALE CAPITAL CORP |
392 |
- |
2024-03-31 |
12,314 |
$271,000 |
-8,750 |
|
VitalStone Financial LLC |
222 |
- |
2024-03-31 |
1,000 |
$22,000 |
-500 |
|
CWM LLC |
3965 |
- |
2024-03-31 |
97 |
$2,000 |
-565 |
|
BANK OF AMERICA CORP /DE/ |
6138 |
- |
2024-03-31 |
62 |
$1,000 |
-2,842 |
|
|
36 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
|
|
|