| |
Institutional
Holders
Total
Institutions:
 |
80  1 |
|
|
Total
shares held :
|
3,755,344 |
|
|
% of shares
held :
|
41.73% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
|
Amount
of shares held :
|
-35,595 |
|
|
% of shares
held change :
|
-0.4% |
|
| 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 |
  Advisor Group Holdings Inc. |
278 |
- |
2024-03-31 |
766,542 |
$32,179,000 |
107,692 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
475 |
- |
2024-03-31 |
498,997 |
$20,948,000 |
78,693 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
612 |
- |
2024-03-31 |
367,127 |
$15,412,000 |
299,779 |
|
| AE Wealth Management LLC |
403 |
- |
2023-12-31 |
236,465 |
$9,558,000 |
138,329 |
|
| CWM LLC |
319 |
- |
2024-03-31 |
201,769 |
$8,470,000 |
190,078 |
|
| LPL FINANCIAL CORP |
1540 |
- |
2024-03-31 |
169,710 |
$7,124,000 |
52,712 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
585 |
- |
2024-03-31 |
167,901 |
$7,048,000 |
75,577 |
|
| MML INVESTORS SERVICES LLC |
502 |
- |
2023-12-31 |
163,254 |
$6,502,000 |
2,854 |
|
| Prosperity Consulting Group LLC |
30 |
- |
2024-03-31 |
141,907 |
$5,957,000 |
120,508 |
|
| Signal Advisors Wealth LLC |
21 |
- |
2024-03-31 |
103,123 |
$4,329,000 |
11,212 |
|
| Gallagher Fiduciary Advisors LLC |
30 |
- |
2023-12-31 |
100,217 |
$3,992,000 |
2,883 |
|
| JANNEY MONTGOMERY SCOTT LLC |
841 |
- |
2024-03-31 |
94,040 |
$3,948,000 |
72,651 |
|
| RAYMOND JAMES & ASSOCIATES |
1757 |
- |
2024-03-31 |
92,079 |
$3,865,000 |
80,732 |
|
| Sunbelt Securities Inc. |
73 |
- |
2024-03-31 |
61,272 |
$2,572,000 |
36,022 |
|
| Resources Investment Advisors Inc. |
291 |
- |
2024-03-31 |
58,398 |
$2,452,000 |
9,551 |
|
| 1776 WEALTH LLC |
22 |
- |
2024-03-31 |
55,603 |
$2,334,000 |
36,363 |
|
| Keystone Wealth Services LLC |
36 |
- |
2024-03-31 |
50,096 |
$2,103,000 |
9,649 |
|
| Main Street Financial Solutions LLC |
103 |
- |
2024-03-31 |
45,906 |
$1,927,000 |
14,050 |
|
| Goss Wealth Management LLC |
678 |
- |
2023-12-31 |
46,845 |
$1,887,000 |
40,094 |
|
| Integrity Financial Corp /WA |
18 |
- |
2024-03-31 |
43,025 |
$1,806,000 |
557 |
|
| ROYAL BANK OF CANADA |
2650 |
- |
2023-12-31 |
43,899 |
$1,748,000 |
1,862 |
|
| Kestra Advisory Services LLC |
898 |
- |
2023-12-31 |
40,316 |
$1,606,000 |
6,680 |
|
| PROEQUITIES INC. |
286 |
- |
2024-03-31 |
24,133 |
$1,013,000 |
14,677 |
|
| Marshall Financial Group LLC |
95 |
- |
2024-03-31 |
24,136 |
$1,013,000 |
317 |
|
| Tanglewood Legacy Advisors LLC |
34 |
- |
2024-03-31 |
22,522 |
$945,000 |
21,588 |
|
| OPPENHEIMER & CO INC |
773 |
- |
2024-03-31 |
21,553 |
$905,000 |
953 |
|
| FSB PREMIER WEALTH MANAGEMENT INC. |
57 |
- |
2024-03-31 |
21,415 |
$899,000 |
7,239 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3225 |
- |
2024-03-31 |
14,008 |
$588,000 |
3,589 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
739 |
- |
2024-03-31 |
13,685 |
$574,000 |
5,470 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
111 |
- |
2024-03-31 |
11,930 |
$501,000 |
500 |
|
| DHJJ Financial Advisors Ltd. |
84 |
- |
2024-03-31 |
11,392 |
$478,000 |
1,995 |
|
| MCKINLEY CARTER WEALTH SERVICES, INC. |
249 |
- |
2024-03-31 |
7,908 |
$332,000 |
2,438 |
|
| NBC SECURITIES INC. |
633 |
- |
2024-03-31 |
6,468 |
$271,000 |
3,591 |
|
| SOA Wealth Advisors LLC. |
192 |
- |
2024-03-31 |
4,186 |
$176,000 |
3,462 |
|
|
34 Records found
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1
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