|
Institutional
Holders
Total
Institutions:
|
46 0 |
|
Total
shares held :
|
1,251,902 |
|
% of shares
held :
|
13.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-141,549 |
|
% of shares
held change :
|
-1.57% |
|
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 |
Tradition Wealth Management LLC |
54 |
- |
2023-12-31 |
158,993 |
$3,999,000 |
-5,303 |
|
GLOVISTA INVESTMENTS LLC |
19 |
- |
2023-12-31 |
138,712 |
$3,483,000 |
-3,514 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
24 |
- |
2023-12-31 |
85,851 |
$2,159,000 |
-3,010 |
|
Advisor Group Holdings Inc. |
1823 |
- |
2023-12-31 |
82,812 |
$2,083,000 |
-3,486 |
|
Benchmark Investment Advisors LLC |
103 |
*New |
2023-12-31 |
64,325 |
$1,618,000 |
64,325 |
|
BCJ Capital Management LLC |
100 |
*New |
2023-12-31 |
64,325 |
$1,618,000 |
64,325 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1814 |
- |
2023-12-31 |
62,736 |
$1,578,000 |
22,585 |
|
LINCOLN NATIONAL CORP |
363 |
- |
2023-12-31 |
56,112 |
$1,411,000 |
-206 |
|
SageView Advisory Group LLC |
194 |
- |
2023-12-31 |
46,474 |
$1,134,000 |
7,409 |
|
Valtinson Bruner Financial Planning LLC |
54 |
- |
2023-12-31 |
37,769 |
$950,000 |
-55 |
|
Kestra Advisory Services LLC |
1153 |
- |
2023-12-31 |
37,003 |
$931,000 |
2,724 |
|
BKD WEALTH ADVISORS LLC |
220 |
- |
2024-03-31 |
35,933 |
$902,000 |
-7,578 |
|
PRINCIPAL SECURITIES INC. |
483 |
- |
2023-12-31 |
29,471 |
$741,000 |
0 |
|
Michael S. Ryan Inc. |
21 |
- |
2024-03-31 |
23,251 |
$584,000 |
-673 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2187 |
- |
2024-03-31 |
21,937 |
$551,000 |
8,408 |
|
Feltz Wealth PLAN Inc. |
211 |
- |
2023-12-31 |
21,202 |
$533,000 |
5,000 |
|
ENVESTNET ASSET MANAGEMENT INC |
3287 |
- |
2023-12-31 |
20,628 |
$519,000 |
-16,662 |
|
WPWealth LLP |
41 |
- |
2023-12-31 |
20,003 |
$503,000 |
-787 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
443 |
- |
2024-03-31 |
17,365 |
$436,000 |
0 |
|
Brookstone Capital Management |
649 |
- |
2024-03-31 |
17,338 |
$435,000 |
822 |
|
Cetera Investment Advisers |
1616 |
- |
2023-12-31 |
15,758 |
$396,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
992 |
- |
2023-12-31 |
15,655 |
$394,000 |
-175 |
|
AdvisorNet Financial Inc |
341 |
- |
2024-03-31 |
15,157 |
$381,000 |
0 |
|
Berger Financial Group Inc |
246 |
- |
2024-03-31 |
14,718 |
$370,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2097 |
- |
2023-12-31 |
14,232 |
$358,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
2524 |
- |
2023-12-31 |
14,219 |
$356,000 |
608 |
|
LPL FINANCIAL CORP |
3924 |
*New |
2023-12-31 |
13,492 |
$339,000 |
13,492 |
|
Wealth Alliance |
374 |
- |
2023-12-31 |
12,255 |
$308,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3448 |
- |
2024-03-31 |
9,729 |
$244,000 |
532 |
|
H D Vest Advisory Services |
1343 |
- |
2023-12-31 |
9,609 |
$242,000 |
-28,427 |
|
FINANCIAL NETWORK |
2402 |
- |
2023-12-31 |
9,443 |
$237,000 |
-5,268 |
|
TOWNSQUARE CAPITAL LLC |
1028 |
- |
2023-12-31 |
8,652 |
$218,000 |
0 |
|
Financial Network Wealth Advisors LLC |
103 |
- |
2023-12-31 |
8,652 |
$218,000 |
0 |
|
Kingsview Wealth Management LLC |
876 |
- |
2023-12-31 |
8,640 |
$217,000 |
95 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3034 |
*New |
2024-03-31 |
8,440 |
$212,000 |
8,440 |
|
BANK OF MONTREAL /CAN/ |
2604 |
- |
2023-12-31 |
8,285 |
$208,000 |
0 |
|
Pillar Wealth Advisors LLC |
67 |
- |
2023-12-31 |
8,053 |
$203,000 |
-1,331 |
|
Steward Partners Investment Advisory LLC |
1415 |
- |
2023-12-31 |
7,167 |
$180,000 |
-67 |
|
CWM LLC |
1953 |
- |
2024-03-31 |
3,373 |
$85,000 |
0 |
|
Sunbelt Securities Inc. |
777 |
- |
2024-03-31 |
2,833 |
$71,000 |
-2,110 |
|
UBS Group AG |
5117 |
- |
2023-12-31 |
2,786 |
$70,000 |
1,417 |
|
Capital Investment Advisory Services LLC |
665 |
- |
2024-03-31 |
1,812 |
$45,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
283 |
- |
2024-03-31 |
1,718 |
$43,000 |
0 |
|
IFP Advisors Inc |
1719 |
- |
2023-12-31 |
1,215 |
$31,000 |
0 |
|
Long Island Wealth Management Inc. |
153 |
- |
2023-12-31 |
1,170 |
$29,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2213 |
- |
2023-12-31 |
328 |
$8,000 |
0 |
|
PROEQUITIES INC. |
1961 |
- |
2023-12-31 |
112 |
$3,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
4636 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,271 |
|
CITADEL ADVISORS LLC |
5689 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,674 |
|
ACCUVEST GLOBAL ADVISORS |
103 |
*Closed |
2023-12-31 |
0 |
$0 |
-123,073 |
|
SIGNATUREFD, LLC |
3109 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,773 |
|
Global Strategic Investment Solutions LLC |
147 |
*Closed |
2023-12-31 |
0 |
$0 |
-101,474 |
|
|
52 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
|
|
|