| |
Institutional
Holders
Total
Institutions:
 |
92  10 |
|
|
Total
shares held :
|
6,962,392 |
|
|
% of shares
held :
|
77.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -9 |
|
|
Amount
of shares held :
|
1,352,956 |
|
|
% of shares
held change :
|
15.03% |
|
| 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 |
  COMMONWEALTH EQUITY SERVICES LLC. |
681 |
- |
2024-03-31 |
343,610 |
$12,520,000 |
-1,396 |
|
| Advisor Group Holdings Inc. |
756 |
- |
2024-03-31 |
236,153 |
$8,605,000 |
-202,710 |
|
| Valtinson Bruner Financial Planning LLC |
10 |
- |
2024-03-31 |
166,196 |
$6,055,000 |
-2,842 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
18 |
- |
2024-03-31 |
120,767 |
$4,400,000 |
-11,861 |
|
| Tanglewood Legacy Advisors LLC |
8 |
- |
2024-03-31 |
117,478 |
$4,280,000 |
-280 |
|
| Resources Investment Advisors Inc. |
218 |
- |
2024-03-31 |
113,088 |
$4,120,000 |
-1,489 |
|
| Truadvice LLC |
11 |
- |
2023-09-30 |
122,129 |
$4,033,000 |
-5,238 |
|
| RiverTree Advisors LLC |
16 |
- |
2024-03-31 |
104,992 |
$3,825,000 |
-4,270 |
|
| Rockefeller Capital Management L.P. |
716 |
- |
2023-12-31 |
105,898 |
$3,701,000 |
-1,202 |
|
| BB&T CORP |
984 |
- |
2023-12-31 |
102,568 |
$3,585,000 |
-7,293 |
|
| STEPHENS INC /AR/ |
293 |
- |
2023-12-31 |
94,670 |
$3,309,000 |
-7,300 |
|
| Epic Trust Investment Advisors LLC |
7 |
- |
2024-03-31 |
58,342 |
$2,126,000 |
-333 |
|
| AE Wealth Management LLC |
916 |
- |
2023-12-31 |
54,056 |
$1,921,000 |
-57,053 |
|
| CWM LLC |
636 |
- |
2024-03-31 |
51,289 |
$1,869,000 |
-13,251 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1391 |
- |
2024-03-31 |
44,765 |
$1,631,000 |
-14,550 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
54 |
- |
2024-03-31 |
41,103 |
$1,498,000 |
-725 |
|
| Goss Wealth Management LLC |
786 |
- |
2023-12-31 |
39,390 |
$1,396,000 |
-7,102 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1397 |
- |
2024-03-31 |
33,879 |
$1,234,000 |
-5,837 |
|
| TOWNSQUARE CAPITAL LLC |
552 |
- |
2023-12-31 |
33,585 |
$1,174,000 |
-7,419 |
|
| HARBOUR INVESTMENTS INC. |
331 |
- |
2023-12-31 |
33,168 |
$1,159,000 |
-4,904 |
|
| MTM Investment Management LLC |
66 |
- |
2024-03-31 |
26,995 |
$984,000 |
-1,000 |
|
| RAYMOND JAMES & ASSOCIATES |
2631 |
- |
2024-03-31 |
25,022 |
$912,000 |
-11,141 |
|
| JANE STREET GROUP LLC |
3320 |
- |
2023-12-31 |
25,196 |
$881,000 |
-36,458 |
|
| Integrity Financial Corp /WA |
41 |
- |
2024-03-31 |
23,324 |
$850,000 |
-3,201 |
|
| PROEQUITIES INC. |
344 |
- |
2024-03-31 |
21,660 |
$789,000 |
-274 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
774 |
- |
2023-12-31 |
15,240 |
$533,000 |
-325 |
|
| Main Street Financial Solutions LLC |
301 |
- |
2024-03-31 |
14,400 |
$525,000 |
-1,000 |
|
| H D Vest Advisory Services |
1050 |
- |
2024-03-31 |
13,283 |
$484,000 |
-110 |
|
| Atria Wealth Solutions Inc. |
1216 |
- |
2023-12-31 |
13,855 |
$484,000 |
-2,707 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
392 |
- |
2024-03-31 |
11,142 |
$406,000 |
-900 |
|
| CENTAURUS FINANCIAL INC. |
413 |
- |
2023-12-31 |
11,119 |
$389,000 |
-360 |
|
| Sunbelt Securities Inc. |
385 |
- |
2024-03-31 |
9,923 |
$362,000 |
-1,664 |
|
| MARINER WEALTH ADVISORS, LLC |
2201 |
- |
2023-12-31 |
10,058 |
$352,000 |
-3,577 |
|
| FSB PREMIER WEALTH MANAGEMENT INC. |
139 |
- |
2024-03-31 |
8,342 |
$304,000 |
-25,846 |
|
| DHJJ Financial Advisors Ltd. |
111 |
- |
2024-03-31 |
8,106 |
$295,000 |
-1,590 |
|
| LINCOLN NATIONAL CORP |
953 |
- |
2024-03-31 |
8,023 |
$292,000 |
-3,000 |
|
| OLD MISSION CAPITAL LLC |
752 |
- |
2023-12-31 |
8,155 |
$285,000 |
-6,249 |
|
| AdvisorNet Financial Inc |
447 |
- |
2024-03-31 |
6,100 |
$222,000 |
-1,800 |
|
| Ameritas Advisory Services LLC |
645 |
- |
2023-12-31 |
6,250 |
$222,000 |
-6,388 |
|
| Sterling Manor Financial LLC |
26 |
- |
2024-03-31 |
5,699 |
$208,000 |
-288,821 |
|
| NBC SECURITIES INC. |
879 |
- |
2024-03-31 |
3,543 |
$129,000 |
-122 |
|
| COMERICA BANK |
2577 |
- |
2023-12-31 |
2,181 |
$76,000 |
-34 |
|
| UBS Group AG |
5436 |
- |
2023-12-31 |
1,043 |
$36,000 |
-80 |
|
| MORGAN STANLEY |
6148 |
- |
2023-12-31 |
738 |
$26,000 |
-1,881 |
|
|
44 Records found
|
1
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