| |
Institutional
Holders
Total
Institutions:
 |
100  13 |
|
|
Total
shares held :
|
4,118,063 |
|
|
% of shares
held :
|
58% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-62 |
|
|
Amount
of shares held :
|
-2,065,399 |
|
|
% of shares
held change :
|
-29.09% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
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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. |
338 |
- |
2024-03-31 |
779,564 |
$35,294,000 |
736,843 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
432 |
- |
2024-03-31 |
530,774 |
$24,031,000 |
173,628 |
|
| Advisor Group Holdings Inc. |
588 |
- |
2024-03-31 |
269,263 |
$12,190,000 |
91,531 |
|
| CWM LLC |
346 |
- |
2024-03-31 |
159,200 |
$7,208,000 |
138,436 |
|
| Great Diamond Partners LLC |
16 |
- |
2024-03-31 |
126,527 |
$5,728,000 |
2,885 |
|
| Kestra Advisory Services LLC |
434 |
- |
2023-12-31 |
122,092 |
$5,210,000 |
4,731 |
|
| RAYMOND JAMES & ASSOCIATES |
1562 |
- |
2024-03-31 |
112,340 |
$5,086,000 |
78,605 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
827 |
- |
2024-03-31 |
95,988 |
$4,346,000 |
24,034 |
|
| Keystone Wealth Services LLC |
17 |
- |
2024-03-31 |
79,678 |
$3,607,000 |
11,406 |
|
| LPL FINANCIAL CORP |
2025 |
- |
2024-03-31 |
78,738 |
$3,565,000 |
31,624 |
|
| JANNEY MONTGOMERY SCOTT LLC |
955 |
- |
2024-03-31 |
66,972 |
$3,032,000 |
25,932 |
|
| Apollon Wealth Management LLC |
227 |
- |
2024-03-31 |
57,149 |
$2,587,000 |
50,742 |
|
| Sigma Planning Corp |
290 |
- |
2024-03-31 |
47,083 |
$2,132,000 |
47,083 |
|
| Outlook Wealth Advisors LLC |
39 |
- |
2024-03-31 |
40,975 |
$1,855,000 |
35,762 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1969 |
- |
2024-03-31 |
36,706 |
$1,662,000 |
25,657 |
|
| FSB PREMIER WEALTH MANAGEMENT INC. |
29 |
- |
2024-03-31 |
36,192 |
$1,639,000 |
9,581 |
|
| H D Vest Advisory Services |
646 |
- |
2024-03-31 |
30,362 |
$1,375,000 |
16,045 |
|
| Maltin Wealth Management Inc. |
43 |
- |
2024-03-31 |
29,368 |
$1,330,000 |
728 |
|
| Integrity Financial Corp /WA |
30 |
- |
2024-03-31 |
28,039 |
$1,269,000 |
2,750 |
|
| Integrated Advisors Network LLC |
272 |
- |
2024-03-31 |
27,214 |
$1,232,000 |
6,774 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
497 |
- |
2024-03-31 |
27,100 |
$1,227,000 |
1,125 |
|
| Fragasso Group Inc. |
121 |
- |
2024-03-31 |
21,367 |
$967,000 |
2,390 |
|
| DHJJ Financial Advisors Ltd. |
48 |
- |
2024-03-31 |
19,580 |
$886,000 |
48 |
|
| Oder Investment Management LLC |
45 |
- |
2024-03-31 |
17,925 |
$812,000 |
586 |
|
| GTS SECURITIES LLC |
730 |
- |
2023-12-31 |
17,278 |
$737,000 |
17,278 |
|
| 1776 WEALTH LLC |
54 |
- |
2024-03-31 |
15,423 |
$698,000 |
5,723 |
|
| INTL FCSTONE INC. |
199 |
- |
2024-03-31 |
13,764 |
$623,000 |
2,250 |
|
| PROEQUITIES INC. |
401 |
- |
2024-03-31 |
13,451 |
$609,000 |
1,701 |
|
| Bouchey Financial Group Ltd |
70 |
- |
2024-03-31 |
12,450 |
$564,000 |
1,957 |
|
| LVZ Advisors Inc. |
62 |
- |
2024-03-31 |
12,095 |
$548,000 |
2,620 |
|
| Sunbelt Securities Inc. |
302 |
- |
2024-03-31 |
11,996 |
$543,000 |
3,407 |
|
| Tanglewood Legacy Advisors LLC |
63 |
- |
2024-03-31 |
8,298 |
$376,000 |
6,973 |
|
| Envestnet Portfolio Solutions Inc. |
1355 |
- |
2024-03-31 |
6,624 |
$300,000 |
6,624 |
|
| MCKINLEY CARTER WEALTH SERVICES, INC. |
261 |
- |
2024-03-31 |
6,292 |
$285,000 |
342 |
|
| Strategic Blueprint LLC |
509 |
- |
2024-03-31 |
5,905 |
$267,000 |
5,905 |
|
| Clear Creek Financial Management LLC |
358 |
- |
2024-03-31 |
5,493 |
$249,000 |
623 |
|
| ROYAL BANK OF CANADA |
4337 |
- |
2023-12-31 |
5,442 |
$232,000 |
2,776 |
|
| PROSPERA FINANCIAL SERVICES |
969 |
- |
2023-12-31 |
5,110 |
$218,000 |
5,110 |
|
| SOA Wealth Advisors LLC. |
196 |
- |
2024-03-31 |
3,684 |
$167,000 |
2,632 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
220 |
- |
2024-03-31 |
3,140 |
$142,000 |
690 |
|
| Coppell Advisory Solutions LLC |
376 |
- |
2023-12-31 |
2,146 |
$92,000 |
906 |
|
| Turtle Creek Wealth Advisors LLC |
165 |
- |
2024-03-31 |
1,456 |
$66,000 |
1,256 |
|
| UBS Group AG |
5572 |
- |
2023-12-31 |
650 |
$28,000 |
346 |
|
|
43 Records found
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1
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