| |
Institutional
Holders
Total
Institutions:
 |
84  0 |
|
|
Total
shares held :
|
4,048,633 |
|
|
% of shares
held :
|
7.76% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -18 |
|
|
Amount
of shares held :
|
-218,476 |
|
|
% of shares
held change :
|
-0.42% |
|
| 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 |
  KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
139 |
- |
2023-12-31 |
806,697 |
$44,166,000 |
-2,572 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
42 |
- |
2023-12-31 |
273,319 |
$14,970,000 |
-125,522 |
|
| LPL FINANCIAL CORP |
1281 |
- |
2023-12-31 |
173,983 |
$9,529,000 |
-1,613 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1595 |
- |
2023-12-31 |
142,185 |
$7,787,000 |
-30,079 |
|
| Apexium Financial LP |
25 |
- |
2024-03-31 |
127,338 |
$7,734,000 |
-5,552 |
|
| BANK OF NEW YORK MELLON CORP |
2130 |
- |
2024-03-31 |
120,613 |
$7,326,000 |
-14,790 |
|
| Onyx Bridge Wealth Group LLC |
18 |
- |
2024-03-31 |
124,086 |
$7,244,000 |
-1,654 |
|
| LEGACY PRIVATE TRUST CO. |
55 |
- |
2024-03-31 |
100,614 |
$6,111,000 |
-1,182 |
|
| Waterfront Wealth Inc. |
9 |
- |
2023-12-31 |
108,736 |
$5,955,000 |
-8 |
|
| GILL CAPITAL PARTNERS LLC |
19 |
- |
2023-12-31 |
77,633 |
$4,252,000 |
-6,650 |
|
| Mutual Advisors LLC |
185 |
- |
2024-03-31 |
53,532 |
$3,251,000 |
-10,603 |
|
| Advisor Group Holdings Inc. |
1531 |
- |
2023-12-31 |
55,080 |
$3,017,000 |
-32,986 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
124 |
- |
2023-12-31 |
34,790 |
$1,905,000 |
-7,361 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1684 |
- |
2024-03-31 |
29,694 |
$1,804,000 |
-146 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
29,414 |
$1,611,000 |
-968 |
|
| Capital Market Strategies LLC |
22 |
- |
2024-03-31 |
20,886 |
$1,269,000 |
-1,725 |
|
| LEAVELL T & ASSOCIATES INC |
229 |
- |
2024-03-31 |
20,846 |
$1,266,000 |
-4,400 |
|
| WEDBUSH MORGAN SECURITIES INC |
311 |
- |
2023-12-31 |
19,584 |
$1,073,000 |
-2,675 |
|
| UBS Group AG |
3517 |
- |
2023-12-31 |
15,959 |
$874,000 |
-40,195 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
267 |
- |
2023-12-31 |
15,314 |
$838,000 |
-555 |
|
| RAYMOND JAMES & ASSOCIATES |
2778 |
- |
2024-03-31 |
12,091 |
$734,000 |
-1,000 |
|
| Prosperity Financial Group Inc. |
49 |
- |
2023-12-31 |
12,026 |
$659,000 |
-141 |
|
| FMR LLC |
2486 |
- |
2023-12-31 |
10,808 |
$592,000 |
-779 |
|
| SeaCrest Wealth Management LLC |
276 |
- |
2024-03-31 |
9,714 |
$590,000 |
-4,068 |
|
| Kestra Advisory Services LLC |
1471 |
- |
2023-12-31 |
9,854 |
$540,000 |
-2,744 |
|
| Feltz Wealth PLAN Inc. |
233 |
- |
2023-12-31 |
7,841 |
$429,000 |
-2,440 |
|
| COMERICA BANK |
2048 |
- |
2023-12-31 |
6,129 |
$336,000 |
-71 |
|
| Commonwealth Financial Services LLC |
125 |
- |
2023-12-31 |
5,952 |
$326,000 |
-393 |
|
| Perennial Investment Advisors LLC |
243 |
- |
2023-12-31 |
5,418 |
$297,000 |
-590 |
|
| RDA Financial Network |
200 |
- |
2024-03-31 |
4,236 |
$257,000 |
-20 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
727 |
- |
2023-12-31 |
4,295 |
$235,000 |
-1,031 |
|
| MML INVESTORS SERVICES LLC |
2246 |
- |
2023-12-31 |
4,024 |
$220,000 |
-539 |
|
| Wealthcare Advisory Partners LLC |
745 |
- |
2024-03-31 |
3,591 |
$218,000 |
-99 |
|
| Hartland & Co. LLC |
500 |
- |
2023-12-31 |
2,695 |
$148,000 |
-4,205 |
|
| Asset Dedication LLC |
434 |
- |
2024-03-31 |
901 |
$54,000 |
-181 |
|
| West Branch Capital LLC |
265 |
- |
2024-03-31 |
204 |
$12,000 |
-119 |
|
|
36 Records found
|
1
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