| |
Institutional
Holders
Total
Institutions:
 |
169  9 |
|
|
Total
shares held :
|
4,052,144 |
|
|
% of shares
held :
|
28.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
|
Amount
of shares held :
|
-108,183 |
|
|
% of shares
held change :
|
-0.77% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
2568 |
- |
2023-12-31 |
387,209 |
$22,342,000 |
26,815 |
|
| Advisor Group Holdings Inc. |
1164 |
- |
2024-03-31 |
75,641 |
$4,138,000 |
17,271 |
|
| Claraphi Advisory Network LLC |
33 |
- |
2022-12-31 |
52,160 |
$2,139,000 |
26,822 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2436 |
- |
2023-12-31 |
36,095 |
$2,083,000 |
44 |
|
| J P MORGAN CHASE & CO |
3097 |
- |
2024-03-31 |
29,703 |
$1,625,000 |
1,863 |
|
| Ronald Blue Trust Inc. |
143 |
- |
2024-03-31 |
25,941 |
$1,419,000 |
15,237 |
|
| Rooted Wealth Advisors Inc. |
38 |
- |
2024-03-31 |
22,241 |
$1,186,000 |
805 |
|
| H D Vest Advisory Services |
695 |
- |
2024-03-31 |
21,086 |
$1,154,000 |
2,700 |
|
| HIGHTOWER ADVISORS, LLC |
1730 |
- |
2024-03-31 |
19,821 |
$1,084,000 |
3,642 |
|
| Atomi Financial Group Inc. |
208 |
- |
2024-03-31 |
15,797 |
$864,000 |
811 |
|
| Stevard LLC |
19 |
- |
2023-12-31 |
13,999 |
$808,000 |
1,703 |
|
| BB&T CORP |
1707 |
- |
2023-12-31 |
13,398 |
$773,000 |
809 |
|
| Crescent Grove Advisors LLC |
135 |
- |
2024-03-31 |
14,130 |
$773,000 |
2,907 |
|
| TOWER RESEARCH CAPITAL LLC |
1087 |
- |
2023-12-31 |
12,421 |
$717,000 |
7,648 |
|
| TWO SIGMA ADVISERS, LLC |
1783 |
- |
2023-12-31 |
12,300 |
$710,000 |
3,100 |
|
| CITADEL ADVISORS LLC |
3257 |
- |
2023-12-31 |
12,170 |
$702,000 |
12,170 |
|
| FTB Advisors Inc. |
361 |
- |
2024-03-31 |
7,659 |
$419,000 |
1,747 |
|
| Sigma Planning Corp |
872 |
- |
2024-03-31 |
6,737 |
$369,000 |
6,737 |
|
| EAGLE WEALTH STRATEGIES LLC |
56 |
- |
2024-03-31 |
6,748 |
$368,000 |
528 |
|
| Tacita Capital Inc |
77 |
- |
2023-12-31 |
4,400 |
$254,000 |
1,200 |
|
| ESSEX FINANCIAL SERVICES INC |
507 |
- |
2024-03-31 |
3,757 |
$206,000 |
79 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2547 |
- |
2024-03-31 |
3,748 |
$205,000 |
3,748 |
|
| US BANCORP |
2095 |
- |
2024-03-31 |
2,991 |
$164,000 |
800 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1626 |
- |
2023-12-31 |
2,464 |
$142,000 |
583 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
884 |
- |
2024-03-31 |
2,185 |
$120,000 |
2,098 |
|
| CENTAURUS FINANCIAL INC. |
752 |
- |
2023-12-31 |
1,770 |
$102,000 |
1,770 |
|
| OXFORD FINANCIAL GROUP LTD |
252 |
- |
2023-12-31 |
1,436 |
$83,000 |
227 |
|
| HANSON MCCLAIN, INC. |
1144 |
- |
2024-03-31 |
1,283 |
$70,000 |
18 |
|
| BARCLAYS PLC |
3780 |
- |
2023-12-31 |
453 |
$26,000 |
409 |
|
| PROEQUITIES INC. |
1434 |
- |
2024-03-31 |
459 |
$25,000 |
13 |
|
| TD Waterhouse Canada Inc. |
1309 |
- |
2024-03-31 |
245 |
$13,000 |
170 |
|
| Scarborough Advisors LLC |
198 |
- |
2024-03-31 |
198 |
$11,000 |
46 |
|
| Geneos Wealth Management Inc. |
1615 |
- |
2024-03-31 |
125 |
$7,000 |
5 |
|
| FMR LLC |
4221 |
- |
2023-12-31 |
101 |
$6,000 |
100 |
|
| Register Financial Advisors LLC |
606 |
- |
2024-03-31 |
100 |
$5,000 |
100 |
|
| Archer Investment Corp |
743 |
- |
2024-03-31 |
93 |
$5,000 |
18 |
|
| Coastal Investment Advisors Inc. |
759 |
- |
2024-03-31 |
75 |
$4,000 |
75 |
|
| SANDY SPRING BANK |
990 |
- |
2024-03-31 |
48 |
$3,000 |
3 |
|
| Qube Research & Technologies Ltd |
3365 |
- |
2023-12-31 |
55 |
$3,000 |
55 |
|
|
39 Records found
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1
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