|
Institutional
Holders
Total
Institutions:
|
97 2 |
|
Total
shares held :
|
7,533,237 |
|
% of shares
held :
|
83.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-647,399 |
|
% of shares
held change :
|
-7.19% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
500 |
- |
2024-03-31 |
482,434 |
$19,457,000 |
-11,971 |
|
Berkshire Money Management Inc. |
15 |
- |
2024-03-31 |
252,870 |
$10,198,000 |
-1,954,977 |
|
HIGHTOWER ADVISORS, LLC |
850 |
- |
2024-03-31 |
158,680 |
$6,400,000 |
-2,315 |
|
Bellwether Advisors LLC |
39 |
- |
2024-03-31 |
75,522 |
$3,046,000 |
-120 |
|
Wealthquest Corp |
28 |
- |
2024-03-31 |
73,486 |
$2,964,000 |
-292,097 |
|
JANNEY MONTGOMERY SCOTT LLC |
1051 |
- |
2024-03-31 |
60,592 |
$2,444,000 |
-1,091 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
36 |
- |
2024-03-31 |
57,888 |
$2,335,000 |
-1,236 |
|
ENVESTNET ASSET MANAGEMENT INC |
2407 |
- |
2023-12-31 |
58,124 |
$2,187,000 |
-28,893 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1210 |
- |
2024-03-31 |
53,090 |
$2,141,000 |
-32,324 |
|
LINCOLN NATIONAL CORP |
365 |
- |
2024-03-31 |
43,236 |
$1,744,000 |
-939 |
|
Aurum Wealth Management Group LLC |
62 |
- |
2024-03-31 |
42,481 |
$1,713,000 |
-123,073 |
|
My Personal CFO LLC |
34 |
- |
2024-03-31 |
37,020 |
$1,493,000 |
-300 |
|
GRADIENT INVESTMENTS LLC |
176 |
- |
2024-03-31 |
30,092 |
$1,214,000 |
-1,826,674 |
|
TOWNSQUARE CAPITAL LLC |
561 |
- |
2023-12-31 |
30,238 |
$1,138,000 |
-11,842 |
|
BLAIR WILLIAM & CO/IL |
826 |
- |
2024-03-31 |
28,161 |
$1,136,000 |
-220 |
|
DHJJ Financial Advisors Ltd. |
42 |
- |
2024-03-31 |
26,432 |
$1,066,000 |
-405 |
|
Cornerstone Wealth Group LLC |
123 |
- |
2024-03-31 |
24,847 |
$1,002,000 |
-2,344 |
|
Valtinson Bruner Financial Planning LLC |
57 |
- |
2024-03-31 |
21,660 |
$874,000 |
-55,837 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2187 |
- |
2024-03-31 |
19,512 |
$787,000 |
-170 |
|
Sigma Planning Corp |
596 |
- |
2024-03-31 |
18,879 |
$761,000 |
-7,805 |
|
BCS Wealth Management |
93 |
- |
2024-03-31 |
18,549 |
$748,000 |
-2,365 |
|
AE Wealth Management LLC |
1286 |
- |
2023-12-31 |
17,873 |
$685,000 |
-10,393 |
|
Delta Investment Management LLC |
101 |
- |
2024-03-31 |
16,247 |
$655,000 |
-276 |
|
Beacon Pointe Advisors LLC |
801 |
- |
2023-12-31 |
16,600 |
$625,000 |
-1,145 |
|
Outlook Wealth Advisors LLC |
116 |
- |
2024-03-31 |
14,942 |
$603,000 |
-797 |
|
CENTAURUS FINANCIAL INC. |
350 |
- |
2023-12-31 |
14,190 |
$534,000 |
-863 |
|
Kathmere Capital Management LLC |
168 |
- |
2024-03-31 |
12,187 |
$492,000 |
-27 |
|
SRS Capital Advisors Inc. |
154 |
- |
2023-12-31 |
12,835 |
$483,000 |
-518 |
|
Strategic Blueprint LLC |
401 |
- |
2024-03-31 |
11,074 |
$447,000 |
-1,495 |
|
RAYMOND JAMES & ASSOCIATES |
3245 |
- |
2024-03-31 |
8,712 |
$351,000 |
-300 |
|
Spectrum Investment Advisors Inc. |
23 |
- |
2024-03-31 |
8,487 |
$342,000 |
-587 |
|
ACAS LLC |
59 |
- |
2024-03-31 |
7,355 |
$297,000 |
-100 |
|
Steward Partners Investment Advisory LLC |
1220 |
- |
2023-12-31 |
7,843 |
$295,000 |
-1,416 |
|
Brookstone Capital Management |
779 |
- |
2024-03-31 |
6,805 |
$274,000 |
-201,650 |
|
PFG Advisors |
569 |
- |
2024-03-31 |
6,091 |
$246,000 |
-1,134 |
|
PCA Investment Advisory Services Inc. |
124 |
- |
2024-03-31 |
5,629 |
$227,000 |
-1 |
|
Chicago Partners Investment Group LLC |
675 |
- |
2024-03-31 |
5,449 |
$216,000 |
-234 |
|
Arkadios Wealth Advisors |
636 |
- |
2024-03-31 |
5,275 |
$213,000 |
-3,412 |
|
Sunbelt Securities Inc. |
671 |
- |
2024-03-31 |
2,815 |
$114,000 |
-96 |
|
US BANCORP |
2837 |
- |
2024-03-31 |
875 |
$35,000 |
-57 |
|
HANSON MCCLAIN, INC. |
1747 |
- |
2024-03-31 |
514 |
$21,000 |
-38,019 |
|
|
41 Records found
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1
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