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$37.06 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
169  9 |
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Total
shares held :
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4,052,144 |
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% of shares
held :
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28.94% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-32 |
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Amount
of shares held :
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-108,183 |
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% of shares
held change :
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-0.77% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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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 |
  DHK Financial Advisors Inc. |
56 |
- |
2024-03-31 |
10,425 |
$570,000 |
0 |
|
| Tyler-Stone Wealth Management |
73 |
- |
2023-12-31 |
9,185 |
$530,000 |
0 |
|
| Sweet Financial Partners LLC |
130 |
- |
2024-03-31 |
8,490 |
$464,000 |
0 |
|
| MATHER GROUP, INC. |
393 |
- |
2024-03-31 |
6,379 |
$368,000 |
0 |
|
| Navis Wealth Advisors LLC |
55 |
- |
2024-03-31 |
6,465 |
$354,000 |
0 |
|
| Atlantic Trust LLC |
113 |
- |
2024-03-31 |
5,080 |
$278,000 |
0 |
|
| SAXON INTERESTS INC. |
151 |
- |
2024-03-31 |
4,702 |
$257,000 |
0 |
|
| Financial Perspectives Inc |
160 |
- |
2024-03-31 |
2,875 |
$157,000 |
0 |
|
| JTC Employer Solutions Trusteee Ltd |
180 |
- |
2024-03-31 |
2,165 |
$118,000 |
0 |
|
| SIGNATUREFD, LLC |
1130 |
- |
2024-03-31 |
2,015 |
$110,000 |
0 |
|
| Glassman Wealth Services |
93 |
- |
2024-03-31 |
1,797 |
$98,000 |
0 |
|
| Avondale Wealth Management |
69 |
- |
2024-03-31 |
1,537 |
$84,000 |
0 |
|
| CITIGROUP INC |
3560 |
- |
2024-03-31 |
1,244 |
$68,000 |
0 |
|
| IFP Advisors Inc |
1402 |
- |
2023-12-31 |
1,152 |
$66,000 |
0 |
|
| IAG Wealth Partners LLC |
173 |
- |
2024-03-31 |
797 |
$44,000 |
0 |
|
| WASHINGTON TRUST CO |
487 |
- |
2024-03-31 |
637 |
$35,000 |
0 |
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| BANK OF MONTREAL /CAN/ |
3073 |
- |
2023-12-31 |
591 |
$35,000 |
0 |
|
| Northwest Financial Advisors |
322 |
- |
2024-03-31 |
620 |
$34,000 |
0 |
|
| WEST PACES ADVISORS INC. |
307 |
- |
2024-03-31 |
365 |
$20,000 |
0 |
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| BENJAMIN F. EDWARDS & COMPANY INC. |
1535 |
- |
2024-03-31 |
342 |
$19,000 |
0 |
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| Naples Money Management LLC |
140 |
- |
2024-03-31 |
345 |
$19,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
422 |
- |
2024-03-31 |
352 |
$19,000 |
0 |
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| BESSEMER GROUP INC |
1500 |
- |
2023-12-31 |
297 |
$17,000 |
0 |
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| Global Trust Asset Management LLC |
332 |
- |
2024-03-31 |
300 |
$16,000 |
0 |
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| MONTAG A & ASSOCIATES INC |
712 |
- |
2024-03-31 |
298 |
$16,000 |
0 |
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| Newbridge Financial Services Group Inc. |
678 |
- |
2024-03-31 |
276 |
$15,000 |
0 |
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| BARRETT & COMPANY INC. |
394 |
- |
2024-03-31 |
247 |
$14,000 |
0 |
|
| Capital Investment Advisory Services LLC |
799 |
- |
2024-03-31 |
235 |
$13,000 |
0 |
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| BAYSTATE WEALTH MANAGEMENT LLC |
692 |
- |
2023-12-31 |
193 |
$11,000 |
0 |
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| SOA Wealth Advisors LLC. |
523 |
- |
2024-03-31 |
201 |
$11,000 |
0 |
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| Beacon Capital Management LLC |
534 |
- |
2023-12-31 |
187 |
$10,000 |
0 |
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| NBT BANK N A /NY |
480 |
- |
2024-03-31 |
151 |
$8,000 |
0 |
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| Sunbelt Securities Inc. |
1258 |
- |
2024-03-31 |
146 |
$8,000 |
0 |
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| Harvest Fund Management Co. Ltd |
556 |
- |
2023-12-31 |
131 |
$8,000 |
0 |
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| Mascoma Wealth Management LLC |
365 |
- |
2024-03-31 |
112 |
$6,000 |
0 |
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| Stone House Investment Management LLC |
210 |
- |
2023-12-31 |
86 |
$5,000 |
0 |
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| Farther Finance Advisors LLC |
2015 |
- |
2023-12-31 |
95 |
$5,000 |
0 |
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| Planning Capital Management Corp |
496 |
- |
2024-03-31 |
71 |
$4,000 |
0 |
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| VitalStone Financial LLC |
341 |
- |
2024-03-31 |
74 |
$4,000 |
0 |
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| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
554 |
- |
2023-12-31 |
62 |
$4,000 |
0 |
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| ALBION FINANCIAL GROUP /UT |
373 |
- |
2024-03-31 |
55 |
$3,000 |
0 |
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| VOISARD ASSET MANAGEMENT GROUP INC. |
289 |
- |
2024-03-31 |
63 |
$3,000 |
0 |
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| Tortoise Investment Management LLC |
725 |
- |
2024-03-31 |
60 |
$3,000 |
0 |
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| Bay Harbor Wealth Management LLC |
147 |
- |
2024-03-31 |
50 |
$3,000 |
0 |
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| Ritter Daniher Financial Advisory LLC / DE |
303 |
- |
2023-12-31 |
36 |
$2,000 |
0 |
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| ADIRONDACK TRUST CO |
466 |
- |
2024-03-31 |
28 |
$2,000 |
0 |
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| Annapolis Financial Services LLC |
335 |
- |
2024-03-31 |
30 |
$2,000 |
0 |
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| Coston McIsaac & Partners |
529 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
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| Princeton Global Asset Management LLC |
542 |
- |
2024-03-31 |
40 |
$2,000 |
0 |
|
| Raleigh Capital Management Inc. |
851 |
- |
2023-12-31 |
38 |
$2,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
653 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
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| TUCKER ASSET MANAGEMENT LLC |
803 |
- |
2023-12-31 |
25 |
$1,000 |
0 |
|
| New England Capital Financial Advisors LLC |
331 |
- |
2024-03-31 |
23 |
$1,000 |
0 |
|
| Larson Financial Group LLC |
1469 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
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| Crewe Advisors LLC |
313 |
- |
2023-12-31 |
22 |
$1,000 |
0 |
|
| JJJ Advisors Inc. |
961 |
- |
2024-03-31 |
11 |
$1,000 |
0 |
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| BALDWIN BROTHERS INC/MA |
662 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
651 |
- |
2024-03-31 |
4 |
$0 |
0 |
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58 Records found
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