| |
Institutional
Holders
Total
Institutions:
 |
36  2 |
|
|
Total
shares held :
|
1,897,202 |
|
|
% of shares
held :
|
79.05% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
-14,596 |
|
|
% of shares
held change :
|
 -0.61% |
|
| 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 |
  ENVESTNET ASSET MANAGEMENT INC |
643 |
- |
2023-12-31 |
873,345 |
$46,217,000 |
35,037 |
|
| Great Lakes Retirement Inc. |
10 |
- |
2024-03-31 |
237,392 |
$14,328,000 |
-5,783 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
83,559 |
$4,422,000 |
-2,366 |
|
| ARGI INVESTMENT SERVICES, LLC |
104 |
- |
2022-12-31 |
91,609 |
$3,923,000 |
16,503 |
|
| AE Wealth Management LLC |
714 |
- |
2023-12-31 |
62,762 |
$3,439,000 |
1,931 |
|
| FMR LLC |
2055 |
- |
2023-12-31 |
61,409 |
$3,250,000 |
652 |
|
| Cetera Investment Advisers |
610 |
- |
2023-12-31 |
59,321 |
$3,139,000 |
2,198 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1590 |
- |
2024-03-31 |
43,004 |
$2,596,000 |
10,143 |
|
| CFO4Life L.P. |
47 |
*New |
2022-12-31 |
47,747 |
$2,045,000 |
47,747 |
|
| Advisor Group Holdings Inc. |
1801 |
- |
2024-03-31 |
29,014 |
$1,751,000 |
-111,584 |
|
| MORGAN STANLEY |
4527 |
- |
2023-12-31 |
30,653 |
$1,622,000 |
-157 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1031 |
- |
2024-03-31 |
26,487 |
$1,599,000 |
-5,396 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2099 |
- |
2024-03-31 |
24,617 |
$1,486,000 |
24,617 |
|
| Rehmann Capital Advisory Group |
152 |
- |
2024-03-31 |
23,656 |
$1,428,000 |
0 |
|
| Kestra Advisory Services LLC |
968 |
- |
2023-12-31 |
25,719 |
$1,361,000 |
744 |
|
| RAYMOND JAMES & ASSOCIATES |
2387 |
*New |
2024-03-31 |
22,521 |
$1,359,000 |
22,521 |
|
| LPL FINANCIAL CORP |
2877 |
- |
2024-03-31 |
22,364 |
$1,350,000 |
1,579 |
|
| Ahrens Investment Partners LLC |
34 |
- |
2023-03-31 |
30,076 |
$1,343,000 |
-7,956 |
|
| Goss Wealth Management LLC |
850 |
- |
2023-12-31 |
21,759 |
$1,185,000 |
-4,940 |
|
| GOLDMAN SACHS GROUP INC/ |
3537 |
*New |
2023-12-31 |
18,356 |
$971,000 |
18,356 |
|
| PRUDENTIAL CORP PLC |
592 |
- |
2023-12-31 |
18,035 |
$954,000 |
11,755 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1888 |
- |
2024-03-31 |
13,047 |
$787,000 |
-400 |
|
| Bryant Woods Investment Advisors LLC |
22 |
- |
2024-03-31 |
12,965 |
$783,000 |
-12,780 |
|
| J P MORGAN CHASE & CO |
3551 |
- |
2024-03-31 |
11,591 |
$700,000 |
-597 |
|
| Rockefeller Capital Management L.P. |
1275 |
- |
2023-12-31 |
12,325 |
$652,000 |
12,325 |
|
| SAX WEALTH ADVISORS LLC |
108 |
- |
2023-12-31 |
11,245 |
$595,000 |
-200 |
|
| FINANCIAL NETWORK |
1757 |
- |
2023-12-31 |
10,866 |
$575,000 |
948 |
|
| Hoxton Planning & Management LLC |
83 |
- |
2024-03-31 |
8,335 |
$503,000 |
-531 |
|
| Trilogy Capital Inc. |
201 |
- |
2024-03-31 |
8,146 |
$492,000 |
-24,260 |
|
| TD Waterhouse Canada Inc. |
651 |
*New |
2024-03-31 |
6,690 |
$399,000 |
6,690 |
|
| Inscription Capital LLC |
116 |
- |
2024-03-31 |
6,610 |
$394,000 |
0 |
|
| BMS Financial Advisors LLC |
76 |
- |
2023-06-30 |
7,533 |
$364,000 |
-31,958 |
|
| BANK OF AMERICA CORP /DE/ |
4811 |
- |
2023-12-31 |
5,461 |
$289,000 |
-11,736 |
|
| Harwood Advisory Group LLC |
117 |
- |
2023-12-31 |
5,416 |
$287,000 |
-467 |
|
| Envestnet Portfolio Solutions Inc. |
1417 |
*New |
2024-03-31 |
4,439 |
$268,000 |
4,439 |
|
| FIDUCIARY TRUST CO |
590 |
- |
2023-12-31 |
4,214 |
$223,000 |
4,214 |
|
| Stonehearth Capital Management LLC |
71 |
*New |
2024-03-31 |
3,602 |
$217,000 |
3,602 |
|
| Sunbelt Securities Inc. |
504 |
*New |
2024-03-31 |
3,512 |
$212,000 |
3,512 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1544 |
- |
2024-03-31 |
300 |
$18,000 |
0 |
|
| Global Retirement Partners LLC |
1891 |
*New |
2024-03-31 |
268 |
$16,000 |
268 |
|
| SIGNATUREFD, LLC |
2682 |
*New |
2024-03-31 |
51 |
$3,000 |
51 |
|
| Spire Wealth Management |
2092 |
- |
2024-03-31 |
25 |
$2,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5475 |
- |
2023-12-31 |
20 |
$1,000 |
0 |
|
| ROYAL BANK OF CANADA |
6263 |
- |
2023-12-31 |
16 |
$1,000 |
-374 |
|
| HARBOUR INVESTMENTS INC. |
2996 |
*Closed |
2023-12-31 |
0 |
$0 |
-92 |
|
| PROEQUITIES INC. |
6001 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6756 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
3594 |
*Closed |
2024-03-31 |
0 |
$0 |
-167 |
|
| Coppell Advisory Solutions LLC |
1895 |
*New |
2023-12-31 |
9 |
$0 |
9 |
|
|
49 Records found
|
1
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