|
Institutional
Holders
Total
Institutions:
|
109 1 |
|
Total
shares held :
|
1,392,402 |
|
% of shares
held :
|
15.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
149,724 |
|
% of shares
held change :
|
1.66% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1335 |
- |
2024-03-31 |
110,675 |
$3,465,000 |
3,204 |
|
STIFEL FINANCIAL CORP |
1368 |
- |
2023-12-31 |
111,942 |
$3,140,000 |
32,883 |
|
FINANCIAL NETWORK |
801 |
- |
2023-12-31 |
105,169 |
$2,950,000 |
-30,706 |
|
Visionary Wealth Advisors |
134 |
- |
2023-12-31 |
90,517 |
$2,539,000 |
15,828 |
|
ROYAL BANK OF CANADA |
2397 |
- |
2023-12-31 |
88,179 |
$2,474,000 |
11,101 |
|
FINANCIAL MANAGEMENT NETWORK INC |
37 |
- |
2024-03-31 |
67,454 |
$2,168,000 |
-9,209 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1264 |
- |
2024-03-31 |
62,546 |
$1,958,000 |
-543 |
|
LPL FINANCIAL CORP |
2411 |
*New |
2023-12-31 |
68,408 |
$1,919,000 |
68,408 |
|
Ethos Financial Group LLC |
54 |
- |
2023-12-31 |
47,770 |
$1,340,000 |
35,090 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2077 |
- |
2024-03-31 |
39,819 |
$1,247,000 |
-5,759 |
|
RAYMOND JAMES & ASSOCIATES |
2451 |
- |
2024-03-31 |
39,270 |
$1,230,000 |
1,920 |
|
US BANCORP |
1043 |
- |
2023-12-31 |
40,372 |
$1,132,000 |
516 |
|
UBS Group AG |
3380 |
- |
2023-12-31 |
36,979 |
$1,037,000 |
27,973 |
|
CITADEL ADVISORS LLC |
2993 |
- |
2023-12-31 |
33,291 |
$934,000 |
33,291 |
|
Advisor Group Holdings Inc. |
2597 |
- |
2023-12-31 |
32,523 |
$913,000 |
-13,719 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3094 |
- |
2023-12-31 |
28,533 |
$800,000 |
28,533 |
|
BANK OF AMERICA CORP /DE/ |
4156 |
- |
2023-12-31 |
28,321 |
$794,000 |
18,146 |
|
Kestra Advisory Services LLC |
1295 |
- |
2023-12-31 |
25,501 |
$715,000 |
-15,238 |
|
Scissortail Wealth Management LLC |
79 |
*New |
2023-12-31 |
23,900 |
$672,000 |
23,900 |
|
FIFTH THIRD BANCORP |
696 |
- |
2024-03-31 |
20,316 |
$636,000 |
816 |
|
ENVESTNET ASSET MANAGEMENT INC |
3254 |
- |
2023-12-31 |
19,658 |
$551,000 |
-7,545 |
|
INTL FCSTONE INC. |
208 |
*New |
2024-03-31 |
17,254 |
$540,000 |
17,254 |
|
Atlantic Trust Group LLC |
809 |
- |
2023-12-31 |
17,133 |
$481,000 |
0 |
|
Vigilare Wealth Management |
54 |
- |
2024-03-31 |
13,250 |
$415,000 |
0 |
|
Column Capital Advisors LLC |
96 |
- |
2023-09-30 |
13,425 |
$404,000 |
3,725 |
|
HIGHTOWER ADVISORS, LLC |
2451 |
- |
2023-12-31 |
13,854 |
$388,000 |
-555 |
|
MARINER WEALTH ADVISORS, LLC |
2138 |
- |
2023-12-31 |
13,574 |
$381,000 |
81 |
|
Brookstone Capital Management |
695 |
- |
2024-03-31 |
11,525 |
$361,000 |
483 |
|
Advance Capital Management Inc. |
104 |
- |
2024-03-31 |
11,316 |
$354,000 |
0 |
|
Rockefeller Capital Management L.P. |
1418 |
- |
2023-12-31 |
12,465 |
$350,000 |
-3,084 |
|
H D Vest Advisory Services |
1174 |
- |
2023-12-31 |
11,967 |
$336,000 |
1,303 |
|
Focus Financial Network Inc. |
481 |
- |
2024-03-31 |
9,903 |
$308,000 |
0 |
|
GTS SECURITIES LLC |
1096 |
- |
2023-12-31 |
10,945 |
$307,000 |
-20,764 |
|
Holistic Planning LLC |
|
- |
2024-03-31 |
9,386 |
$294,000 |
-211 |
|
Covey Capital Advisors LLC |
33 |
- |
2023-12-31 |
10,000 |
$281,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2092 |
- |
2023-12-31 |
9,736 |
$273,000 |
757 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
614 |
- |
2023-12-31 |
9,225 |
$259,000 |
0 |
|
HB Wealth Management LLC |
|
- |
2024-03-31 |
7,432 |
$233,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2105 |
*New |
2024-03-31 |
7,030 |
$220,000 |
7,030 |
|
AE Wealth Management LLC |
1843 |
- |
2023-12-31 |
7,789 |
$219,000 |
-12 |
|
Almanack Investment Partners LLC. |
|
*New |
2024-03-31 |
6,500 |
$204,000 |
6,500 |
|
CAPITAL PERFORMANCE ADVISORS LLP |
80 |
*New |
2024-03-31 |
6,462 |
$202,000 |
6,462 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1845 |
- |
2023-12-31 |
7,173 |
$201,000 |
-652 |
|
Steward Partners Investment Advisory LLC |
1414 |
- |
2023-12-31 |
6,426 |
$180,000 |
0 |
|
PACIFIC CAPITAL WEALTH ADVISORS INC |
67 |
- |
2023-12-31 |
6,115 |
$172,000 |
-6,234 |
|
Rain Capital Management LLC |
48 |
- |
2023-12-31 |
6,065 |
$170,000 |
86 |
|
Parallel Advisors LLC |
1038 |
- |
2023-12-31 |
4,178 |
$117,000 |
1,028 |
|
ADVISORY SERVICES NETWORK, LLC |
1582 |
*New |
2023-12-31 |
3,858 |
$108,000 |
3,858 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
3,441 |
$108,000 |
8 |
|
PNC FINANCIAL SERVICES GROUP INC |
2570 |
- |
2023-12-31 |
3,753 |
$105,000 |
0 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
216 |
- |
2024-03-31 |
3,330 |
$104,000 |
0 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
206 |
- |
2023-06-30 |
3,800 |
$104,000 |
0 |
|
MORGAN STANLEY |
5761 |
- |
2023-12-31 |
3,423 |
$96,000 |
402 |
|
Coastal Capital Group Inc. |
161 |
- |
2023-06-30 |
3,417 |
$93,000 |
27 |
|
CWM LLC |
2027 |
- |
2024-03-31 |
2,394 |
$75,000 |
-155 |
|
HANSON MCCLAIN, INC. |
1210 |
- |
2024-03-31 |
1,975 |
$62,000 |
1 |
|
Nemes Rush Group LLC |
247 |
- |
2023-12-31 |
2,000 |
$56,000 |
0 |
|
IFP Advisors Inc |
1508 |
- |
2023-12-31 |
1,804 |
$51,000 |
-100 |
|
PRINCIPAL SECURITIES INC. |
1484 |
- |
2023-12-31 |
1,696 |
$48,000 |
0 |
|
AdvisorNet Financial Inc |
822 |
- |
2024-03-31 |
1,500 |
$47,000 |
0 |
|
FinTrust Capital Advisors LLC |
537 |
*New |
2024-03-31 |
1,450 |
$45,000 |
1,450 |
|
SALEM INVESTMENT COUNSELORS INC |
585 |
- |
2024-03-31 |
1,350 |
$42,000 |
0 |
|
Sunbelt Securities Inc. |
942 |
- |
2024-03-31 |
1,113 |
$35,000 |
0 |
|
SIGNATUREFD, LLC |
|
- |
2024-03-31 |
1,096 |
$34,000 |
-1,762 |
|
McClarren Financial Advisors Inc. |
143 |
- |
2024-03-31 |
126 |
$31,000 |
-839 |
|
WASHINGTON TRUST CO |
509 |
- |
2024-03-31 |
975 |
$31,000 |
0 |
|
Stephens Consulting LLC |
219 |
- |
2024-03-31 |
957 |
$30,000 |
0 |
|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
|
*New |
2023-12-31 |
1,000 |
$28,000 |
1,000 |
|
WELLS FARGO & CO/MN |
4849 |
- |
2023-12-31 |
992 |
$28,000 |
492 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
832 |
$26,000 |
0 |
|
Coastal Investment Advisors Inc. |
635 |
*New |
2024-03-31 |
680 |
$21,000 |
680 |
|
GRADIENT INVESTMENTS LLC |
570 |
- |
2024-03-31 |
530 |
$17,000 |
0 |
|
Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
541 |
$17,000 |
0 |
|
Rosenberg Matthew Hamilton |
564 |
- |
2024-03-31 |
520 |
$16,000 |
0 |
|
DUNCKER STREETT & CO INC |
387 |
- |
2024-03-31 |
500 |
$16,000 |
0 |
|
Concord Wealth Partners |
|
- |
2024-03-31 |
500 |
$16,000 |
0 |
|
Global Trust Asset Management LLC |
333 |
- |
2024-03-31 |
500 |
$16,000 |
0 |
|
Archer Investment Corp |
570 |
- |
2023-12-31 |
500 |
$14,000 |
-100 |
|
GABLES CAPITAL MANAGEMENT INC. |
286 |
- |
2023-12-31 |
500 |
$14,000 |
0 |
|
GODSEY & GIBB ASSOCIATES |
255 |
- |
2024-03-31 |
410 |
$13,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2058 |
- |
2023-12-31 |
453 |
$13,000 |
-100 |
|
Evergreen Private Wealth LLC |
156 |
- |
2024-03-31 |
390 |
$12,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
|
- |
2024-03-31 |
375 |
$12,000 |
0 |
|
DELTA ASSET MANAGEMENT LLC/TN |
441 |
- |
2023-12-31 |
400 |
$11,000 |
0 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
378 |
$11,000 |
0 |
|
JNBA FINANCIAL ADVISORS |
457 |
- |
2024-03-31 |
353 |
$11,000 |
0 |
|
Asset Dedication LLC |
671 |
- |
2024-03-31 |
356 |
$11,000 |
0 |
|
Castleview Partners LLC |
510 |
*New |
2023-12-31 |
384 |
$11,000 |
384 |
|
Trust Co |
281 |
- |
2024-03-31 |
355 |
$11,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
403 |
- |
2023-12-31 |
355 |
$10,000 |
5 |
|
SOA Wealth Advisors LLC. |
538 |
- |
2024-03-31 |
311 |
$10,000 |
2 |
|
MATHER GROUP, INC. |
1195 |
*New |
2024-03-31 |
363 |
$10,000 |
363 |
|
HOEY INVESTMENTS INC |
206 |
- |
2023-12-31 |
325 |
$9,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1759 |
- |
2024-03-31 |
215 |
$7,000 |
0 |
|
Rise Advisors LLC |
1076 |
- |
2024-03-31 |
205 |
$6,000 |
0 |
|
COLONIAL ASSET MANAGEMENT, INC. |
579 |
- |
2023-12-31 |
200 |
$6,000 |
0 |
|
ICA Group Wealth Management LLC |
1000 |
*New |
2023-12-31 |
200 |
$6,000 |
200 |
|
Global Wealth Strategies & Associates |
215 |
*New |
2024-03-31 |
188 |
$6,000 |
188 |
|
Friedenthal Financial |
202 |
- |
2024-03-31 |
168 |
$5,000 |
1 |
|
BANK OF MONTREAL /CAN/ |
3242 |
*New |
2023-12-31 |
182 |
$5,000 |
182 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|