| |
Institutional
Holders
Total
Institutions:
 |
21  1 |
|
|
Total
shares held :
|
1,169,079 |
|
|
% of shares
held :
|
76.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
491,378 |
|
|
% of shares
held change :
|
32.12% |
|
| 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 |
  Compass Advisory Group LLC |
7 |
- |
2024-03-31 |
346,660 |
$9,013,000 |
13,548 |
|
| Cornerstone Wealth Management LLC |
67 |
*New |
2024-03-31 |
175,299 |
$4,558,000 |
175,299 |
|
| Long Island Wealth Management Inc. |
10 |
- |
2023-12-31 |
153,330 |
$3,655,000 |
0 |
|
| BB&T CORP |
1014 |
- |
2023-12-31 |
138,222 |
$3,295,000 |
16,013 |
|
| Team Financial Group LLC |
12 |
- |
2023-12-31 |
121,636 |
$2,900,000 |
6,436 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
823 |
- |
2024-03-31 |
106,720 |
$2,775,000 |
45,827 |
|
| LPL FINANCIAL CORP |
2270 |
*New |
2024-03-31 |
100,580 |
$2,615,000 |
100,580 |
|
| ADVISORY SERVICES NETWORK, LLC |
379 |
- |
2024-03-31 |
99,024 |
$2,575,000 |
10,415 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1298 |
- |
2024-03-31 |
72,714 |
$1,891,000 |
48,163 |
|
| HIGHTOWER ADVISORS, LLC |
1464 |
- |
2024-03-31 |
68,810 |
$1,795,000 |
5,034 |
|
| Advisor Group Holdings Inc. |
1798 |
- |
2024-03-31 |
67,443 |
$1,752,000 |
36,512 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2249 |
- |
2024-03-31 |
36,868 |
$959,000 |
16,176 |
|
| RAYMOND JAMES & ASSOCIATES |
2648 |
*New |
2024-03-31 |
33,900 |
$881,000 |
33,900 |
|
| VERUS CAPITAL PARTNERS LLC |
134 |
*New |
2024-03-31 |
32,270 |
$839,000 |
32,270 |
|
| Empire Financial Management Company LLC |
87 |
- |
2023-12-31 |
33,127 |
$790,000 |
17,935 |
|
| PFG Advisors |
393 |
- |
2024-03-31 |
18,683 |
$486,000 |
1,283 |
|
| FINANCIAL NETWORK |
1930 |
- |
2023-12-31 |
19,554 |
$466,000 |
3,529 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3505 |
*New |
2024-03-31 |
17,887 |
$465,000 |
17,887 |
|
| MULTIFINANCIAL SECURITIES CORP |
1174 |
- |
2023-12-31 |
19,335 |
$461,000 |
2,305 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3352 |
- |
2023-12-31 |
19,289 |
$460,000 |
668 |
|
| Pasadena Private Wealth LLC |
97 |
- |
2024-03-31 |
13,442 |
$350,000 |
37 |
|
| JBR Co Financial Management Inc |
74 |
*New |
2024-03-31 |
12,102 |
$315,000 |
12,102 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2921 |
*New |
2024-03-31 |
9,777 |
$254,000 |
9,777 |
|
| H D Vest Advisory Services |
1520 |
*New |
2024-03-31 |
7,899 |
$205,000 |
7,899 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
466 |
- |
2024-03-31 |
6,328 |
$165,000 |
-485 |
|
| HARBOUR INVESTMENTS INC. |
1184 |
- |
2023-12-31 |
3,686 |
$88,000 |
447 |
|
| Coastal Investment Advisors Inc. |
583 |
*New |
2024-03-31 |
1,500 |
$39,000 |
1,500 |
|
| PRIVATE TRUST CO NA |
1600 |
*New |
2024-03-31 |
451 |
$12,000 |
451 |
|
| Capital Analysts Inc. |
873 |
- |
2023-12-31 |
461 |
$11,000 |
0 |
|
| HHM Wealth Advisors LLC |
601 |
- |
2023-12-31 |
257 |
$6,000 |
137 |
|
| NAPA WEALTH MANAGEMENT |
63 |
- |
2023-12-31 |
33,984 |
$1,000 |
0 |
|
| CITADEL ADVISORS LLC |
5603 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,330 |
|
| PROEQUITIES INC. |
3331 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IFP Advisors Inc |
3195 |
*Closed |
2023-12-31 |
0 |
$0 |
-410 |
|
|
34 Records found
|
1
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