|
Institutional
Holders
Total
Institutions:
|
75 13 |
|
Total
shares held :
|
4,968,788 |
|
% of shares
held :
|
55.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
Amount
of shares held :
|
764,797 |
|
% of shares
held change :
|
8.5% |
|
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 |
SPINNAKER TRUST |
4 |
- |
2024-03-31 |
1,868,470 |
$70,019,000 |
6,584 |
|
TOWNSQUARE CAPITAL LLC |
109 |
- |
2023-12-31 |
295,569 |
$10,569,000 |
48,359 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
791 |
- |
2024-03-31 |
261,098 |
$9,784,000 |
-7,249 |
|
Advisor Group Holdings Inc. |
775 |
- |
2024-03-31 |
217,736 |
$8,159,000 |
-20,831 |
|
ENVESTNET ASSET MANAGEMENT INC |
1664 |
- |
2023-12-31 |
194,514 |
$6,955,000 |
117,632 |
|
Change Path LLC |
55 |
- |
2023-12-31 |
191,317 |
$6,841,000 |
104,574 |
|
JANNEY MONTGOMERY SCOTT LLC |
801 |
- |
2024-03-31 |
119,418 |
$4,475,000 |
103,555 |
|
ADVISORY SERVICES NETWORK, LLC |
227 |
*New |
2024-03-31 |
119,272 |
$4,470,000 |
119,272 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
35 |
- |
2024-03-31 |
114,763 |
$4,301,000 |
56,064 |
|
Sowell Financial Services LLC |
134 |
- |
2024-03-31 |
101,900 |
$3,819,000 |
-194 |
|
Kestra Advisory Services LLC |
577 |
- |
2023-12-31 |
97,086 |
$3,472,000 |
63,903 |
|
BEACON FINANCIAL GROUP |
78 |
- |
2024-03-31 |
81,487 |
$3,054,000 |
-3,872 |
|
Donald L. Hagan LLC |
9 |
- |
2024-03-31 |
80,201 |
$3,005,000 |
1,031 |
|
HARBOUR INVESTMENTS INC. |
161 |
- |
2023-12-31 |
81,753 |
$2,923,000 |
19,242 |
|
FINANCIAL NETWORK |
810 |
- |
2023-12-31 |
79,989 |
$2,860,000 |
39,956 |
|
Cetera Investment Advisers |
648 |
- |
2023-12-31 |
79,142 |
$2,830,000 |
37,800 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1502 |
- |
2024-03-31 |
68,535 |
$2,568,000 |
-9,688 |
|
LPL FINANCIAL CORP |
2363 |
- |
2024-03-31 |
63,567 |
$2,382,000 |
11,457 |
|
Aptus Capital Advisors LLC |
203 |
- |
2023-12-31 |
65,300 |
$2,335,000 |
0 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
44 |
- |
2023-12-31 |
65,300 |
$2,335,000 |
0 |
|
AE Wealth Management LLC |
877 |
- |
2023-12-31 |
58,694 |
$2,127,000 |
21,594 |
|
MinichMacGregor Wealth Management LLC |
46 |
- |
2024-03-31 |
55,478 |
$2,075,000 |
593 |
|
Ignite Planners LLC |
55 |
- |
2024-03-31 |
50,144 |
$1,875,000 |
32,369 |
|
Strategic Blueprint LLC |
151 |
- |
2024-03-31 |
49,997 |
$1,874,000 |
-1,001 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1329 |
- |
2024-03-31 |
48,109 |
$1,803,000 |
4,525 |
|
BCJ Capital Management LLC |
99 |
*New |
2023-12-31 |
47,109 |
$1,685,000 |
47,109 |
|
Benchmark Investment Advisors LLC |
102 |
*New |
2023-12-31 |
47,109 |
$1,685,000 |
47,109 |
|
H D Vest Advisory Services |
602 |
- |
2024-03-31 |
42,394 |
$1,589,000 |
-17,224 |
|
Atria Wealth Solutions Inc. |
686 |
*New |
2023-12-31 |
43,194 |
$1,545,000 |
43,194 |
|
MULTIFINANCIAL SECURITIES CORP |
627 |
- |
2023-12-31 |
39,748 |
$1,421,000 |
-2,012 |
|
RAYMOND JAMES & ASSOCIATES |
2462 |
- |
2024-03-31 |
32,138 |
$1,204,000 |
15,625 |
|
Encompass More Asset Management |
21 |
- |
2024-03-31 |
31,019 |
$1,162,000 |
9,659 |
|
IFP Advisors Inc |
353 |
- |
2023-12-31 |
31,350 |
$1,121,000 |
666 |
|
Integrity Financial Corp /WA |
33 |
- |
2024-03-31 |
28,893 |
$1,083,000 |
4,259 |
|
Spire Wealth Management |
374 |
- |
2024-03-31 |
27,034 |
$1,013,000 |
822 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2559 |
- |
2024-03-31 |
26,910 |
$1,008,000 |
-17,042 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
37 |
- |
2024-03-31 |
26,196 |
$981,000 |
1,050 |
|
CWM LLC |
903 |
- |
2024-03-31 |
23,549 |
$882,000 |
-14,415 |
|
Goss Wealth Management LLC |
1031 |
- |
2023-12-31 |
22,450 |
$807,000 |
-10,427 |
|
Sage Capital Advisorsllc |
73 |
- |
2024-03-31 |
21,315 |
$799,000 |
-4,197 |
|
Mayfair Advisory Group LLC |
34 |
*New |
2024-03-31 |
21,164 |
$793,000 |
21,164 |
|
Tanglewood Legacy Advisors LLC |
42 |
- |
2024-03-31 |
18,844 |
$706,000 |
-13,150 |
|
CITADEL ADVISORS LLC |
3296 |
- |
2023-12-31 |
18,938 |
$677,000 |
3,317 |
|
INTL FCSTONE INC. |
190 |
- |
2024-03-31 |
18,025 |
$675,000 |
0 |
|
Schulz Wealth LTD. |
25 |
- |
2024-03-31 |
16,929 |
$634,000 |
-11,364 |
|
SOA Wealth Advisors LLC. |
95 |
- |
2024-03-31 |
15,059 |
$564,000 |
4,291 |
|
Alpha Financial Partners LLC |
29 |
*New |
2023-12-31 |
14,925 |
$534,000 |
14,925 |
|
BB&T CORP |
1901 |
- |
2023-12-31 |
14,556 |
$520,000 |
-1,714 |
|
KCS Wealth Advisory |
89 |
- |
2023-09-30 |
15,225 |
$511,000 |
-15,041 |
|
MML INVESTORS SERVICES LLC |
1748 |
*New |
2023-12-31 |
14,061 |
$503,000 |
14,061 |
|
Clear Creek Financial Management LLC |
248 |
*New |
2024-03-31 |
13,375 |
$501,000 |
13,375 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
77 |
*New |
2023-12-31 |
12,322 |
$437,000 |
12,322 |
|
Stratos Wealth Partners LTD. |
951 |
- |
2024-03-31 |
11,032 |
$413,000 |
0 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
236 |
- |
2024-03-31 |
9,800 |
$367,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
121 |
- |
2024-03-31 |
9,255 |
$347,000 |
4,703 |
|
Smart Money Group LLC |
80 |
- |
2024-03-31 |
9,140 |
$338,000 |
3,128 |
|
JANE STREET GROUP LLC |
4358 |
*New |
2023-12-31 |
8,854 |
$317,000 |
8,854 |
|
Sunbelt Securities Inc. |
419 |
- |
2024-03-31 |
8,327 |
$312,000 |
-1,497 |
|
Global Retirement Partners LLC |
670 |
- |
2024-03-31 |
7,495 |
$281,000 |
-343 |
|
WealthPlan Investment Management LLC |
158 |
- |
2023-12-31 |
7,364 |
$263,000 |
-34 |
|
Grant Street Asset Management Inc. |
55 |
- |
2024-03-31 |
6,743 |
$253,000 |
0 |
|
Ameritas Advisory Services LLC |
599 |
- |
2023-12-31 |
6,875 |
$252,000 |
-6,645 |
|
Lakeridge Wealth Management LLC |
112 |
- |
2024-03-31 |
6,565 |
$246,000 |
0 |
|
Keystone Wealth Services LLC |
205 |
- |
2024-03-31 |
5,820 |
$218,000 |
0 |
|
Capital Investment Advisory Services LLC |
472 |
- |
2024-03-31 |
5,613 |
$210,000 |
700 |
|
WOLVERINE TRADING LLC |
1048 |
*New |
2023-12-31 |
5,664 |
$203,000 |
5,664 |
|
Mutual Advisors LLC |
1033 |
- |
2024-03-31 |
5,374 |
$201,000 |
5,374 |
|
GeoWealth Management LLC |
520 |
*New |
2023-12-31 |
4,985 |
$178,000 |
4,985 |
|
UBS Group AG |
4712 |
- |
2023-12-31 |
4,233 |
$151,000 |
3,493 |
|
Steward Partners Investment Advisory LLC |
1505 |
- |
2023-12-31 |
4,083 |
$146,000 |
-816 |
|
Turtle Creek Wealth Advisors LLC |
155 |
- |
2024-03-31 |
3,365 |
$126,000 |
0 |
|
NBC SECURITIES INC. |
910 |
- |
2024-03-31 |
2,864 |
$117,000 |
-279 |
|
ROYAL BANK OF CANADA |
4898 |
- |
2023-12-31 |
3,058 |
$109,000 |
3,058 |
|
PROEQUITIES INC. |
1000 |
- |
2024-03-31 |
2,117 |
$79,000 |
-14,449 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
1,994 |
$71,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
208 |
*New |
2024-03-31 |
1,885 |
$69,000 |
1,885 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
355 |
- |
2024-03-31 |
1,313 |
$49,000 |
0 |
|
MORGAN STANLEY |
6114 |
- |
2023-12-31 |
822 |
$29,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
332 |
- |
2024-03-31 |
745 |
$28,000 |
0 |
|
HM PAYSON & CO |
781 |
- |
2023-12-31 |
400 |
$14,000 |
0 |
|
J P MORGAN CHASE & CO |
5014 |
- |
2024-03-31 |
298 |
$11,000 |
192 |
|
Larson Financial Group LLC |
1551 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
|
OLD MISSION CAPITAL LLC |
1013 |
*Closed |
2023-12-31 |
0 |
$0 |
-46,538 |
|
1ST SOURCE BANK |
255 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,245 |
|
|
84 Records found
|
1
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