| |
Institutional
Holders
Total
Institutions:
 |
36  9 |
|
|
Total
shares held :
|
1,539,253 |
|
|
% of shares
held :
|
1.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
293,941 |
|
|
% of shares
held change :
|
0.33% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ENVESTNET ASSET MANAGEMENT INC |
1823 |
- |
2023-12-31 |
197,959 |
$5,495,000 |
-63,475 |
|
| Pensionmark Financial Group LLC |
33 |
- |
2023-12-31 |
163,878 |
$4,549,000 |
-2,154 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
837 |
- |
2023-12-31 |
161,373 |
$4,479,000 |
3,574 |
|
| HIGHTOWER ADVISORS, LLC |
1089 |
- |
2023-12-31 |
136,440 |
$3,786,000 |
30,593 |
|
| 4J Wealth Management LLC |
9 |
*New |
2024-03-31 |
116,670 |
$3,428,000 |
116,670 |
|
| Advisor Group Holdings Inc. |
1485 |
- |
2023-12-31 |
117,888 |
$3,272,000 |
-38,413 |
|
| BB&T CORP |
1021 |
*New |
2023-12-31 |
115,477 |
$3,205,000 |
115,477 |
|
| Visionary Wealth Advisors |
124 |
- |
2023-12-31 |
103,013 |
$2,859,000 |
-7,668 |
|
| Kathmere Capital Management LLC |
53 |
- |
2024-03-31 |
92,123 |
$2,707,000 |
-9,194 |
|
| CAPITAL WEALTH MANAGEMENT LLC |
19 |
- |
2024-03-31 |
68,797 |
$2,021,000 |
-2,693 |
|
| FINANCIAL ARCHITECTS INC |
89 |
- |
2023-06-30 |
65,029 |
$1,699,000 |
13,484 |
|
| Syntegra Private Wealth Group LLC |
35 |
- |
2023-12-31 |
45,237 |
$1,256,000 |
13,226 |
|
| Bedel Financial Consulting Inc. |
63 |
- |
2023-12-31 |
43,384 |
$1,204,000 |
19,115 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3076 |
- |
2023-12-31 |
29,160 |
$809,000 |
19,663 |
|
| Delta Investment Management LLC |
78 |
*New |
2023-12-31 |
26,339 |
$731,000 |
26,339 |
|
| Diligent Investors LLC |
135 |
*New |
2023-12-31 |
25,365 |
$704,000 |
25,365 |
|
| KFG WEALTH MANAGEMENT LLC |
69 |
- |
2024-03-31 |
23,310 |
$685,000 |
3,430 |
|
| CENTAURUS FINANCIAL INC. |
315 |
- |
2023-12-31 |
22,940 |
$637,000 |
799 |
|
| BEDEL FINANCIAL CONSULTING INC |
100 |
- |
2023-09-30 |
24,269 |
$619,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2218 |
- |
2024-03-31 |
17,931 |
$527,000 |
-35 |
|
| ACAS LLC |
36 |
- |
2023-12-31 |
18,399 |
$511,000 |
-175 |
|
| CONTINUUM WEALTH ADVISORS LLC |
23 |
- |
2023-12-31 |
16,862 |
$468,000 |
4,754 |
|
| PRINCIPAL SECURITIES INC. |
671 |
- |
2023-12-31 |
14,912 |
$414,000 |
0 |
|
| D.B. Root & Company LLC |
125 |
- |
2024-03-31 |
13,553 |
$398,000 |
113 |
|
| Coastal Investment Advisors Inc. |
282 |
- |
2024-03-31 |
12,840 |
$377,000 |
2,940 |
|
| FINANCIAL NETWORK |
2114 |
*New |
2023-12-31 |
12,858 |
$357,000 |
12,858 |
|
| ADVISORY SERVICES NETWORK, LLC |
1072 |
*New |
2023-12-31 |
11,155 |
$310,000 |
11,155 |
|
| RFG Advisory Group LLC |
609 |
- |
2024-03-31 |
10,145 |
$298,000 |
-144 |
|
| OLD MISSION CAPITAL LLC |
792 |
*New |
2023-12-31 |
8,436 |
$234,000 |
8,436 |
|
| Schechter Investment Advisors LLC |
521 |
- |
2023-12-31 |
8,114 |
$225,000 |
0 |
|
| Capital Investment Advisory Services LLC |
480 |
- |
2024-03-31 |
6,980 |
$205,000 |
535 |
|
| Kestra Advisory Services LLC |
2084 |
*New |
2023-12-31 |
7,289 |
$202,000 |
7,289 |
|
| HAZLETT BURT & WATSON INC. |
|
- |
2023-12-31 |
3,360 |
$93,000 |
0 |
|
| Tradition Wealth Management LLC |
553 |
- |
2023-12-31 |
2,439 |
$68,000 |
-200 |
|
| HARBOUR INVESTMENTS INC. |
1358 |
- |
2023-12-31 |
2,232 |
$62,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1964 |
*New |
2023-12-31 |
1,888 |
$52,000 |
1,888 |
|
| AdvisorNet Financial Inc |
821 |
- |
2024-03-31 |
1,600 |
$47,000 |
300 |
|
| Global Retirement Partners LLC |
1550 |
*New |
2024-03-31 |
1,200 |
$35,000 |
1,200 |
|
| WASHINGTON TRUST CO |
596 |
*New |
2024-03-31 |
539 |
$16,000 |
539 |
|
| CWM LLC |
3317 |
*New |
2024-03-31 |
331 |
$10,000 |
331 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
536 |
- |
2024-03-31 |
317 |
$9,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
481 |
- |
2024-03-31 |
225 |
$7,000 |
0 |
|
| SageView Advisory Group LLC |
571 |
*New |
2023-12-31 |
114,544 |
$4,000 |
114,544 |
|
| PROEQUITIES INC. |
2865 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
44 Records found
|
1
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