| |
Institutional
Holders
Total
Institutions:
 |
32  28 |
|
|
Total
shares held :
|
4,347,670 |
|
|
% of shares
held :
|
48.31% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
29 |
|
|
Amount
of shares held :
|
3,083,196 |
|
|
% of shares
held change :
|
34.26% |
|
| 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 |
  Capital Group Private Client Services Inc. |
79 |
*New |
2023-12-31 |
1,356,566 |
$36,844,000 |
1,356,566 |
|
| Confluence Wealth Services Inc. |
11 |
- |
2024-03-31 |
912,978 |
$26,139,000 |
288,859 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
482 |
- |
2024-03-31 |
717,184 |
$20,533,000 |
270,316 |
|
| CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
392 |
- |
2023-12-31 |
555,000 |
$15,074,000 |
-429,000 |
|
| VALMARK ADVISERS INC |
|
*New |
2023-12-31 |
281,334 |
$7,641,000 |
281,334 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
|
- |
2024-03-31 |
253,084 |
$7,246,000 |
9,910 |
|
| SWEENEY & MICHEL LLC |
|
*New |
2023-09-30 |
188,278 |
$4,720,000 |
188,278 |
|
| STIFEL FINANCIAL CORP |
1188 |
*New |
2023-12-31 |
159,729 |
$4,338,000 |
159,729 |
|
| JANE STREET GROUP LLC |
2297 |
*New |
2023-12-31 |
82,595 |
$2,243,000 |
82,595 |
|
| Advisor Group Holdings Inc. |
1780 |
*New |
2023-12-31 |
81,744 |
$2,220,000 |
81,744 |
|
| RAYMOND JAMES & ASSOCIATES |
2117 |
*New |
2024-03-31 |
73,508 |
$2,105,000 |
73,508 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1246 |
- |
2024-03-31 |
71,034 |
$2,034,000 |
34,054 |
|
| CAPTRUST FINANCIAL ADVISORS |
938 |
*New |
2023-12-31 |
69,212 |
$1,880,000 |
69,212 |
|
| OLD MISSION CAPITAL LLC |
280 |
- |
2023-12-31 |
66,175 |
$1,797,000 |
49,175 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
388 |
- |
2024-03-31 |
58,403 |
$1,672,000 |
22,486 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1859 |
*New |
2024-03-31 |
47,452 |
$1,359,000 |
47,452 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
|
*New |
2023-12-31 |
49,864 |
$1,354,000 |
49,864 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1147 |
*New |
2024-03-31 |
42,191 |
$1,208,000 |
42,191 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2836 |
*New |
2023-12-31 |
41,613 |
$1,130,000 |
41,613 |
|
| Mayflower Financial Advisors LLC |
125 |
- |
2024-03-31 |
36,428 |
$1,043,000 |
24,843 |
|
| SEAMOUNT FINANCIAL GROUP INC |
29 |
- |
2024-03-31 |
35,992 |
$1,030,000 |
7,902 |
|
| Pillar Wealth Advisors LLC |
|
*New |
2023-12-31 |
32,719 |
$889,000 |
32,719 |
|
| MML INVESTORS SERVICES LLC |
1504 |
*New |
2023-12-31 |
28,240 |
$767,000 |
28,240 |
|
| Tempus Wealth Planning LLC |
100 |
- |
2024-03-31 |
20,560 |
$589,000 |
12,795 |
|
| FLOW TRADERS U.S. LLC |
466 |
*New |
2023-12-31 |
19,379 |
$526,000 |
19,379 |
|
| CITADEL ADVISORS LLC |
3584 |
*New |
2023-12-31 |
18,681 |
$507,000 |
18,681 |
|
| Sigma Planning Corp |
|
*New |
2024-03-31 |
16,072 |
$460,000 |
16,072 |
|
| Kestra Advisory Services LLC |
1637 |
*New |
2023-12-31 |
14,890 |
$404,000 |
14,890 |
|
| LINCOLN NATIONAL CORP |
|
*New |
2024-03-31 |
13,442 |
$385,000 |
13,442 |
|
| Private Advisor Group LLC |
|
*New |
2024-03-31 |
13,388 |
$383,000 |
13,388 |
|
| U.S. Capital Wealth Advisors LLC |
|
*New |
2023-12-31 |
13,378 |
$363,000 |
13,378 |
|
| Pensionmark Financial Group LLC |
293 |
*New |
2023-12-31 |
11,853 |
$322,000 |
11,853 |
|
| HARBOUR INVESTMENTS INC. |
706 |
*New |
2023-12-31 |
11,196 |
$304,000 |
11,196 |
|
| ROYAL BANK OF CANADA |
4174 |
*New |
2023-12-31 |
10,200 |
$277,000 |
10,200 |
|
| Trueblood Wealth Management LLC |
200 |
*New |
2024-03-31 |
7,914 |
$227,000 |
7,914 |
|
| Steward Partners Investment Advisory LLC |
1561 |
*New |
2023-12-31 |
4,758 |
$129,000 |
4,758 |
|
| Larson Financial Group LLC |
|
- |
2024-03-31 |
3,650 |
$105,000 |
1,750 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
2,562 |
$73,000 |
810 |
|
| Sunbelt Securities Inc. |
800 |
*New |
2024-03-31 |
2,300 |
$66,000 |
2,300 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
408 |
$12,000 |
75 |
|
| Retirement Group LLC |
|
- |
2024-03-31 |
61 |
$2,000 |
0 |
|
| ICA Group Wealth Management LLC |
1254 |
*New |
2023-12-31 |
30 |
$1,000 |
30 |
|
|
42 Records found
|
1
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