| |
Institutional
Holders
Total
Institutions:
 |
60  9 |
|
|
Total
shares held :
|
6,749,555 |
|
|
% of shares
held :
|
75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
29 |
|
|
Amount
of shares held :
|
351,657 |
|
|
% of shares
held change :
|
3.91% |
|
| 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 |
  FRANKLIN RESOURCES INC |
410 |
- |
2023-12-31 |
2,797,611 |
$67,954,000 |
218,022 |
|
| LPL FINANCIAL CORP |
1072 |
- |
2024-03-31 |
623,123 |
$15,263,000 |
190,409 |
|
| Systelligence LLC |
5 |
- |
2024-03-31 |
577,084 |
$14,136,000 |
3,635 |
|
| AIRE ADVISORS LLC |
22 |
- |
2023-12-31 |
250,923 |
$6,098,000 |
1,997 |
|
| Advisor Group Holdings Inc. |
1072 |
- |
2024-03-31 |
192,631 |
$4,719,000 |
46,715 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2036 |
- |
2023-12-31 |
164,704 |
$4,001,000 |
164,704 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
477 |
- |
2024-03-31 |
147,086 |
$3,603,000 |
86,747 |
|
| Cetera Investment Advisers |
710 |
- |
2023-12-31 |
99,874 |
$2,426,000 |
89,625 |
|
| Equitable Holdings Inc. |
414 |
- |
2023-12-31 |
80,946 |
$1,966,000 |
6,418 |
|
| ROYAL BANK OF CANADA |
2599 |
- |
2023-12-31 |
78,002 |
$1,895,000 |
30,331 |
|
| Sightline Wealth Advisors LLC |
20 |
- |
2024-03-31 |
67,186 |
$1,646,000 |
55,800 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1503 |
- |
2024-03-31 |
56,314 |
$1,379,000 |
724 |
|
| CoreCap Advisors LLC |
246 |
- |
2023-12-31 |
43,769 |
$1,063,000 |
43,769 |
|
| RAYMOND JAMES & ASSOCIATES |
2747 |
- |
2024-03-31 |
31,195 |
$764,000 |
16,395 |
|
| Acorn Wealth Advisors LLC |
62 |
- |
2024-03-31 |
29,753 |
$729,000 |
2,530 |
|
| Envestnet Portfolio Solutions Inc. |
985 |
- |
2024-03-31 |
28,231 |
$692,000 |
3,412 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
378 |
- |
2023-12-31 |
25,527 |
$620,000 |
25,527 |
|
| JT Stratford LLC |
164 |
- |
2023-12-31 |
25,054 |
$609,000 |
5,918 |
|
| OneAscent Wealth Management LLC |
58 |
- |
2024-03-31 |
22,919 |
$561,000 |
8,055 |
|
| FINANCIAL NETWORK |
1913 |
- |
2023-12-31 |
19,421 |
$472,000 |
19,421 |
|
| MULTIFINANCIAL SECURITIES CORP |
1258 |
- |
2023-12-31 |
16,371 |
$398,000 |
3,172 |
|
| Advisory Alpha LLC |
264 |
- |
2024-03-31 |
14,594 |
$357,000 |
2,092 |
|
| Orion Portfolio Solutions LLC |
1449 |
- |
2024-03-31 |
12,611 |
$309,000 |
3,683 |
|
| AE Wealth Management LLC |
1709 |
- |
2023-12-31 |
11,920 |
$290,000 |
2,683 |
|
| Arkadios Wealth Advisors |
579 |
- |
2024-03-31 |
10,766 |
$264,000 |
363 |
|
| Strategic Blueprint LLC |
522 |
- |
2024-03-31 |
10,285 |
$252,000 |
1,474 |
|
| H D Vest Advisory Services |
1409 |
- |
2024-03-31 |
10,015 |
$245,000 |
1,390 |
|
| PRINCIPAL SECURITIES INC. |
1199 |
- |
2024-03-31 |
4,839 |
$119,000 |
4,489 |
|
| MORGAN STANLEY |
6372 |
- |
2023-12-31 |
482 |
$12,000 |
4 |
|
|
29 Records found
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1
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