| |
Institutional
Holders
Total
Institutions:
 |
114  36 |
|
|
Total
shares held :
|
5,760,158 |
|
|
% of shares
held :
|
64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
70 |
|
|
Amount
of shares held :
|
3,489,260 |
|
|
% of shares
held change :
|
38.77% |
|
| 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 |
  Sigma Planning Corp |
18 |
- |
2024-03-31 |
539,937 |
$22,251,000 |
175,126 |
|
| AE Wealth Management LLC |
214 |
- |
2023-12-31 |
523,060 |
$20,751,000 |
482,071 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
550 |
- |
2024-03-31 |
415,373 |
$17,118,000 |
43,652 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1262 |
- |
2023-12-31 |
347,088 |
$13,533,000 |
303,489 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
730 |
- |
2024-03-31 |
281,777 |
$11,612,000 |
184,961 |
|
| Change Path LLC |
40 |
- |
2023-12-31 |
235,455 |
$9,181,000 |
235,455 |
|
| BB&T CORP |
697 |
- |
2023-12-31 |
199,634 |
$7,784,000 |
17,357 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
569 |
- |
2024-03-31 |
176,801 |
$7,286,000 |
10,410 |
|
| JANNEY MONTGOMERY SCOTT LLC |
667 |
- |
2024-03-31 |
153,057 |
$6,307,000 |
76,244 |
|
| CENTRAL VALLEY ADVISORS LLC |
9 |
- |
2024-03-31 |
114,337 |
$4,712,000 |
7,741 |
|
| Cetera Investment Advisers |
492 |
- |
2023-12-31 |
110,285 |
$4,300,000 |
88,011 |
|
| FINANCIAL NETWORK |
686 |
- |
2023-12-31 |
99,754 |
$3,889,000 |
67,354 |
|
| Sowell Financial Services LLC |
129 |
- |
2024-03-31 |
94,119 |
$3,875,000 |
4,985 |
|
| LPL FINANCIAL CORP |
1981 |
- |
2024-03-31 |
91,374 |
$3,766,000 |
50,327 |
|
| Keystone Wealth Services LLC |
20 |
- |
2024-03-31 |
83,040 |
$3,422,000 |
1,186 |
|
| Goss Wealth Management LLC |
513 |
- |
2023-12-31 |
74,097 |
$2,933,000 |
55,501 |
|
| MULTIFINANCIAL SECURITIES CORP |
413 |
- |
2023-12-31 |
70,242 |
$2,739,000 |
14,821 |
|
| Kestra Advisory Services LLC |
684 |
- |
2023-12-31 |
65,979 |
$2,573,000 |
2,391 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1708 |
- |
2024-03-31 |
50,573 |
$2,084,000 |
50,573 |
|
| ADVISORY SERVICES NETWORK, LLC |
454 |
- |
2024-03-31 |
47,823 |
$1,971,000 |
46,923 |
|
| HARBOUR INVESTMENTS INC. |
272 |
- |
2023-12-31 |
40,917 |
$1,595,000 |
23,161 |
|
| Steward Partners Investment Advisory LLC |
646 |
- |
2023-12-31 |
32,844 |
$1,281,000 |
15,050 |
|
| Rockefeller Capital Management L.P. |
1090 |
- |
2023-12-31 |
29,301 |
$1,142,000 |
8,511 |
|
| Strategic Blueprint LLC |
241 |
- |
2024-03-31 |
24,701 |
$1,018,000 |
7,921 |
|
| Integrity Financial Corp /WA |
36 |
- |
2024-03-31 |
23,823 |
$982,000 |
1,143 |
|
| Kingsview Wealth Management LLC |
508 |
- |
2024-03-31 |
22,858 |
$942,000 |
562 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
122 |
- |
2022-12-31 |
29,503 |
$937,000 |
11,873 |
|
| ROYAL BANK OF CANADA |
3147 |
- |
2023-12-31 |
23,702 |
$924,000 |
420 |
|
| MARINER WEALTH ADVISORS, LLC |
1611 |
- |
2023-12-31 |
20,035 |
$781,000 |
551 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
85 |
- |
2024-03-31 |
18,431 |
$760,000 |
6,879 |
|
| DHJJ Financial Advisors Ltd. |
57 |
- |
2024-03-31 |
17,628 |
$726,000 |
3,864 |
|
| Atria Wealth Solutions Inc. |
1035 |
- |
2023-12-31 |
17,430 |
$680,000 |
10,315 |
|
| We Are One Seven LLC |
469 |
- |
2023-12-31 |
14,548 |
$567,000 |
14,548 |
|
| Ameritas Advisory Services LLC |
402 |
- |
2023-12-31 |
14,325 |
$562,000 |
5,530 |
|
| Pitti Group Wealth Management LLC |
41 |
- |
2024-03-31 |
10,526 |
$433,000 |
800 |
|
| J P MORGAN CHASE & CO |
3842 |
- |
2024-03-31 |
9,987 |
$412,000 |
9,941 |
|
| PROEQUITIES INC. |
483 |
- |
2024-03-31 |
9,959 |
$410,000 |
5,562 |
|
| PROSPERA FINANCIAL SERVICES |
750 |
- |
2023-12-31 |
9,655 |
$376,000 |
9,655 |
|
| IFP Advisors Inc |
744 |
- |
2023-12-31 |
7,777 |
$303,000 |
3,040 |
|
| Aurora Private Wealth Inc. |
126 |
- |
2024-03-31 |
5,863 |
$241,000 |
47 |
|
| MORGAN STANLEY |
6160 |
- |
2023-12-31 |
633 |
$25,000 |
137 |
|
|
41 Records found
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1
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