|
Institutional
Holders
Total
Institutions:
|
110 16 |
|
Total
shares held :
|
22,348,331 |
|
% of shares
held :
|
99.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
65 |
|
Amount
of shares held :
|
6,167,696 |
|
% of shares
held change :
|
27.41% |
|
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 |
RIVERFRONT INVESTMENT GROUP, LLC |
51 |
*New |
2024-03-31 |
673,080 |
$12,317,000 |
673,080 |
|
CWM LLC |
301 |
*New |
2024-03-31 |
511,801 |
$9,366,000 |
511,801 |
|
Vishria Bird Financial Group LLC |
10 |
*New |
2024-03-31 |
462,577 |
$8,465,000 |
462,577 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
158 |
*New |
2024-03-31 |
357,099 |
$6,535,000 |
357,099 |
|
COLONY GROUP, LLC |
229 |
*New |
2023-12-31 |
278,243 |
$5,161,000 |
278,243 |
|
Legacy CG LLC |
27 |
*New |
2024-03-31 |
260,766 |
$4,772,000 |
260,766 |
|
Souders Financial Advisors |
64 |
*New |
2024-03-31 |
142,707 |
$2,612,000 |
142,707 |
|
AA Financial Advisors LLC |
30 |
*New |
2024-03-31 |
141,523 |
$2,590,000 |
141,523 |
|
SHUFRO ROSE & CO LLC |
114 |
*New |
2024-03-31 |
50,102 |
$917,000 |
50,102 |
|
SFE INVESTMENT COUNSEL |
90 |
*New |
2024-03-31 |
33,848 |
$619,000 |
33,848 |
|
J P MORGAN CHASE & CO |
3735 |
*New |
2024-03-31 |
27,217 |
$498,000 |
27,217 |
|
Cetera Investment Advisers |
1497 |
*New |
2023-12-31 |
26,471 |
$491,000 |
26,471 |
|
Stratos Wealth Partners LTD. |
1068 |
*New |
2024-03-31 |
16,955 |
$310,000 |
16,955 |
|
FINANCIAL NETWORK |
2283 |
*New |
2023-12-31 |
15,141 |
$281,000 |
15,141 |
|
Flaharty Asset Management LLC |
97 |
*New |
2023-12-31 |
13,600 |
$252,000 |
13,600 |
|
BB&T CORP |
2362 |
*New |
2023-12-31 |
13,348 |
$248,000 |
13,348 |
|
Integrated Wealth Concepts LLC |
1424 |
*New |
2023-12-31 |
11,463 |
$213,000 |
11,463 |
|
Source Financial Advisors LLC |
116 |
*New |
2024-03-31 |
11,510 |
$211,000 |
11,510 |
|
OLD MISSION CAPITAL LLC |
828 |
*New |
2023-12-31 |
10,290 |
$191,000 |
10,290 |
|
Sigma Planning Corp |
1128 |
*New |
2024-03-31 |
10,453 |
$191,000 |
10,453 |
|
YHB INVESTMENT ADVISORS, INC. |
341 |
*New |
2024-03-31 |
6,254 |
$114,000 |
6,254 |
|
Financial Advisory Service Inc. |
314 |
*New |
2024-03-31 |
5,499 |
$101,000 |
5,499 |
|
Westside Investment Management Inc. |
281 |
*New |
2024-03-31 |
5,380 |
$98,000 |
5,380 |
|
SIGNATUREFD, LLC |
1360 |
*New |
2024-03-31 |
4,000 |
$73,000 |
4,000 |
|
APCM Wealth Management for Individuals |
90 |
*New |
2024-03-31 |
1,971 |
$36,000 |
1,971 |
|
MATHER GROUP, INC. |
1219 |
*New |
2024-03-31 |
492 |
$9,000 |
492 |
|
Community Bank N.A. |
366 |
*New |
2023-12-31 |
380 |
$7,000 |
380 |
|
Spire Wealth Management |
1957 |
*New |
2024-03-31 |
212 |
$4,000 |
212 |
|
First PREMIER Bank |
392 |
*New |
2024-03-31 |
220 |
$4,000 |
220 |
|
Global Retirement Partners LLC |
2514 |
*New |
2024-03-31 |
169 |
$3,000 |
169 |
|
|
30 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
|
|
|