|
Institutional
Holders
Total
Institutions:
|
55 6 |
|
Total
shares held :
|
2,561,377 |
|
% of shares
held :
|
28.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-98,861 |
|
% of shares
held change :
|
-1.1% |
|
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 |
Brookstone Capital Management |
78 |
- |
2024-03-31 |
471,714 |
$16,996,000 |
-28,486 |
|
AE Wealth Management LLC |
271 |
- |
2023-12-31 |
475,559 |
$16,592,000 |
350,101 |
|
IFP Advisors Inc |
28 |
- |
2023-12-31 |
355,462 |
$12,288,000 |
4,350 |
|
ENVESTNET ASSET MANAGEMENT INC |
1646 |
- |
2023-12-31 |
206,848 |
$7,151,000 |
-38,733 |
|
MML INVESTORS SERVICES LLC |
544 |
- |
2023-12-31 |
165,753 |
$5,730,000 |
1,349 |
|
BEACON FINANCIAL GROUP |
45 |
- |
2023-12-31 |
139,324 |
$4,816,000 |
9,508 |
|
CWM LLC |
440 |
- |
2024-03-31 |
123,138 |
$4,437,000 |
123,133 |
|
Gallagher Benefit Services Inc. |
22 |
- |
2022-12-31 |
139,873 |
$4,249,000 |
0 |
|
F3Logic LLC |
22 |
- |
2022-12-31 |
139,873 |
$4,249,000 |
2,726 |
|
Kestra Advisory Services LLC |
689 |
- |
2023-12-31 |
73,466 |
$2,540,000 |
10,946 |
|
Clear Creek Financial Management LLC |
|
- |
2023-12-31 |
65,367 |
$2,260,000 |
193 |
|
Advisor Group Holdings Inc. |
1791 |
- |
2023-12-31 |
63,431 |
$2,193,000 |
-60,692 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1202 |
- |
2023-12-31 |
56,559 |
$1,955,000 |
-4,233 |
|
LPL FINANCIAL CORP |
2517 |
- |
2023-12-31 |
49,850 |
$1,723,000 |
-6,017 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1767 |
- |
2023-12-31 |
48,861 |
$1,689,000 |
-4,806 |
|
HARBOUR INVESTMENTS INC. |
283 |
- |
2023-12-31 |
44,660 |
$1,544,000 |
-1,720 |
|
Gallagher Fiduciary Advisors LLC |
46 |
- |
2023-12-31 |
40,037 |
$1,384,000 |
112 |
|
Cetera Investment Advisers |
949 |
- |
2023-12-31 |
39,057 |
$1,350,000 |
-30,423 |
|
Strategic Blueprint LLC |
|
- |
2023-12-31 |
37,614 |
$1,300,000 |
-32,094 |
|
Keystone Wealth Services LLC |
69 |
- |
2024-03-31 |
30,172 |
$1,087,000 |
0 |
|
Main Street Financial Solutions LLC |
150 |
- |
2023-12-31 |
29,125 |
$1,007,000 |
0 |
|
BB&T CORP |
1562 |
- |
2023-12-31 |
28,862 |
$998,000 |
-895 |
|
OLD MISSION CAPITAL LLC |
455 |
*New |
2023-12-31 |
26,347 |
$911,000 |
26,347 |
|
ADVISORY SERVICES NETWORK, LLC |
695 |
- |
2023-12-31 |
24,350 |
$842,000 |
-17 |
|
CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
18,500 |
$640,000 |
500 |
|
Santori & Peters Inc. |
32 |
- |
2024-03-31 |
13,724 |
$494,000 |
-67 |
|
H D Vest Advisory Services |
1019 |
- |
2023-12-31 |
13,542 |
$468,000 |
0 |
|
FINANCIAL NETWORK |
1948 |
- |
2023-12-31 |
13,221 |
$457,000 |
-4,099 |
|
Mayfair Advisory Group LLC |
66 |
*New |
2024-03-31 |
12,239 |
$441,000 |
12,239 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3937 |
- |
2023-12-31 |
12,752 |
$441,000 |
6,541 |
|
AXXCESS WEALTH MANAGEMENT LLC |
552 |
- |
2023-12-31 |
12,567 |
$434,000 |
-1,000 |
|
Integrity Financial Corp /WA |
66 |
- |
2023-12-31 |
10,586 |
$366,000 |
-133 |
|
WETZEL INVESTMENT ADVISORS INC. |
83 |
- |
2023-12-31 |
8,878 |
$307,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2700 |
- |
2023-12-31 |
8,747 |
$302,000 |
-1,000 |
|
Capital Investment Advisory Services LLC |
392 |
- |
2023-12-31 |
8,658 |
$299,000 |
-2,375 |
|
JANNEY MONTGOMERY SCOTT LLC |
2227 |
*New |
2023-12-31 |
8,220 |
$284,000 |
8,220 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
143 |
- |
2023-12-31 |
7,230 |
$250,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
535 |
- |
2023-12-31 |
7,214 |
$249,000 |
0 |
|
1ST SOURCE BANK |
238 |
- |
2023-12-31 |
6,682 |
$231,000 |
0 |
|
CITADEL ADVISORS LLC |
4307 |
- |
2023-12-31 |
6,602 |
$228,000 |
6,602 |
|
Ignite Planners LLC |
253 |
*New |
2024-03-31 |
6,302 |
$227,000 |
6,302 |
|
TOWNSQUARE CAPITAL LLC |
1038 |
*New |
2023-12-31 |
6,160 |
$213,000 |
6,160 |
|
Goss Wealth Management LLC |
1683 |
- |
2023-12-31 |
6,000 |
$209,000 |
6,000 |
|
Ameritas Advisory Services LLC |
667 |
- |
2023-12-31 |
5,754 |
$203,000 |
-11,485 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
|
- |
2023-12-31 |
5,554 |
$192,000 |
-115 |
|
Sunbelt Securities Inc. |
561 |
- |
2024-03-31 |
4,803 |
$173,000 |
4,128 |
|
MTM Investment Management LLC |
191 |
- |
2023-12-31 |
3,600 |
$124,000 |
-500 |
|
DHJJ Financial Advisors Ltd. |
192 |
- |
2024-03-31 |
3,090 |
$111,000 |
-90 |
|
Tanglewood Legacy Advisors LLC |
117 |
*New |
2024-03-31 |
3,000 |
$108,000 |
3,000 |
|
Impact Partnership Wealth LLC |
281 |
- |
2023-12-31 |
2,268 |
$78,000 |
-7,041 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
1,599 |
$55,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
328 |
*New |
2024-03-31 |
1,475 |
$53,000 |
1,475 |
|
UBS Group AG |
5339 |
- |
2023-12-31 |
1,248 |
$43,000 |
1,248 |
|
NBC SECURITIES INC. |
1207 |
- |
2024-03-31 |
1,062 |
$38,000 |
1,062 |
|
Larson Financial Group LLC |
713 |
- |
2023-12-31 |
1,015 |
$35,000 |
0 |
|
Spire Wealth Management |
1575 |
- |
2023-12-31 |
525 |
$18,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2460 |
- |
2023-12-31 |
490 |
$17,000 |
0 |
|
EPG Wealth Management LLC |
378 |
- |
2023-12-31 |
250 |
$9,000 |
0 |
|
J P MORGAN CHASE & CO |
5168 |
- |
2023-12-31 |
174 |
$6,000 |
-33,167 |
|
SOA Wealth Advisors LLC. |
594 |
- |
2024-03-31 |
179 |
$6,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2476 |
- |
2023-12-31 |
135 |
$5,000 |
0 |
|
Farther Finance Advisors LLC |
2883 |
- |
2023-12-31 |
36 |
$1,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
692 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
Authentikos Wealth Advisory LLC |
129 |
*Closed |
2023-12-31 |
0 |
$0 |
-16 |
|
Change Path LLC |
626 |
*Closed |
2023-12-31 |
0 |
$0 |
-80,061 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1099 |
*Closed |
2023-12-31 |
0 |
$0 |
-628 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1469 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,531 |
|
Capital Asset Advisory Services LLC |
327 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,567 |
|
PROEQUITIES INC. |
7168 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Cornerstone Planning Group LLC |
1063 |
*Closed |
2023-12-31 |
0 |
$0 |
-28 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
295 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,628 |
|
ROYAL BANK OF CANADA |
6962 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,737 |
|
MULTIFINANCIAL SECURITIES CORP |
1829 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,454 |
|
|
73 Records found
|
1
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