|
Institutional
Holders
Total
Institutions:
|
51 3 |
|
Total
shares held :
|
4,939,434 |
|
% of shares
held :
|
21.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
757,885 |
|
% of shares
held change :
|
3.31% |
|
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 |
Centennial Wealth Advisory LLC |
4 |
- |
2024-03-31 |
656,616 |
$14,019,000 |
-10,207 |
|
ENVESTNET ASSET MANAGEMENT INC |
1537 |
- |
2023-12-31 |
411,502 |
$8,570,000 |
-127,135 |
|
CWM LLC |
348 |
- |
2024-03-31 |
336,379 |
$7,182,000 |
-8,054 |
|
SYNOVUS FINANCIAL CORP |
237 |
- |
2023-12-31 |
158,415 |
$3,299,000 |
-98,377 |
|
Advisor Group Holdings Inc. |
1484 |
- |
2024-03-31 |
125,198 |
$2,673,000 |
-275,353 |
|
MULTIFINANCIAL SECURITIES CORP |
491 |
- |
2023-12-31 |
100,009 |
$2,083,000 |
-21,631 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1764 |
- |
2024-03-31 |
94,731 |
$2,023,000 |
-19,809 |
|
Marshall Financial Group LLC |
46 |
- |
2024-03-31 |
92,014 |
$1,964,000 |
-5,270 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1592 |
- |
2024-03-31 |
56,667 |
$1,210,000 |
-1,150 |
|
TOWNSQUARE CAPITAL LLC |
575 |
- |
2023-12-31 |
50,641 |
$1,055,000 |
-1,087 |
|
Integrated Wealth Concepts LLC |
728 |
- |
2023-12-31 |
47,099 |
$981,000 |
-8,661 |
|
Sweet Financial Partners LLC |
85 |
- |
2024-03-31 |
43,512 |
$929,000 |
-455,730 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
60 |
- |
2024-03-31 |
34,924 |
$746,000 |
-782 |
|
Atria Wealth Solutions Inc. |
1009 |
- |
2023-12-31 |
34,417 |
$717,000 |
-10,978 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
209 |
- |
2023-12-31 |
25,270 |
$526,000 |
-26,268 |
|
Cetera Investment Advisers |
1476 |
- |
2023-12-31 |
24,503 |
$510,000 |
-64,954 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
457 |
- |
2024-03-31 |
23,129 |
$494,000 |
-7,829 |
|
Kestra Advisory Services LLC |
1535 |
- |
2023-12-31 |
23,352 |
$486,000 |
-1,254 |
|
IFP Advisors Inc |
593 |
- |
2023-12-31 |
21,507 |
$448,000 |
-6,337 |
|
CENTAURUS FINANCIAL INC. |
466 |
- |
2023-12-31 |
15,289 |
$318,000 |
-197 |
|
Kingsview Wealth Management LLC |
882 |
- |
2024-03-31 |
11,723 |
$250,000 |
-4,852 |
|
JANNEY MONTGOMERY SCOTT LLC |
2444 |
- |
2024-03-31 |
11,437 |
$244,000 |
-20 |
|
BARRETT & COMPANY INC. |
119 |
- |
2024-03-31 |
11,098 |
$237,000 |
-303 |
|
Goss Wealth Management LLC |
1633 |
- |
2023-12-31 |
11,400 |
$237,000 |
-9,250 |
|
KFG WEALTH MANAGEMENT LLC |
141 |
- |
2024-03-31 |
10,677 |
$228,000 |
-587 |
|
Sound View Wealth Advisors Group LLC |
354 |
- |
2024-03-31 |
9,667 |
$206,000 |
-13,291 |
|
SILVER OAK SECURITIES Inc |
388 |
- |
2024-03-31 |
8,379 |
$179,000 |
-6,990 |
|
UBS Group AG |
6351 |
- |
2023-12-31 |
222 |
$5,000 |
-584 |
|
|
28 Records found
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1
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