| |
Institutional
Holders
Total
Institutions:
 |
40  3 |
|
|
Total
shares held :
|
1,515,042 |
|
|
% of shares
held :
|
48.87% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
-752,696 |
|
|
% of shares
held change :
|
 -24.28% |
|
| 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 |
  LPL FINANCIAL CORP |
894 |
- |
2023-12-31 |
374,483 |
$19,349,000 |
19,521 |
|
| HTLF Bank |
12 |
- |
2024-03-31 |
279,816 |
$15,295,000 |
-3,832 |
|
| DUBUQUE BANK & TRUST CO |
15 |
- |
2023-09-30 |
255,091 |
$12,102,000 |
4,575 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1853 |
- |
2023-12-31 |
103,113 |
$5,328,000 |
26,636 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1152 |
- |
2024-03-31 |
88,056 |
$4,813,000 |
5,723 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
149 |
- |
2024-03-31 |
81,282 |
$4,443,000 |
-6,539 |
|
| Advisor Group Holdings Inc. |
1271 |
- |
2023-12-31 |
85,812 |
$4,434,000 |
-68,473 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
894 |
- |
2024-03-31 |
70,216 |
$3,838,000 |
-672 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1541 |
- |
2023-12-31 |
46,115 |
$2,383,000 |
506 |
|
| Key Client Fiduciary Advisors LLC |
19 |
- |
2024-03-31 |
41,966 |
$2,294,000 |
-1,355 |
|
| ROYAL BANK OF CANADA |
2561 |
- |
2023-12-31 |
38,726 |
$2,000,000 |
20,672 |
|
| DAVIDSON D A & CO |
567 |
- |
2023-12-31 |
30,475 |
$1,575,000 |
640 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
253 |
- |
2023-12-31 |
28,351 |
$1,465,000 |
0 |
|
| Cetera Investment Advisers |
1006 |
- |
2023-12-31 |
23,045 |
$1,191,000 |
6,144 |
|
| RAYMOND JAMES & ASSOCIATES |
2514 |
- |
2024-03-31 |
20,054 |
$1,096,000 |
8,889 |
|
| GOLDMAN SACHS GROUP INC/ |
3584 |
- |
2023-12-31 |
16,499 |
$852,000 |
0 |
|
| Cornerstone Wealth Management LLC |
239 |
- |
2024-03-31 |
14,504 |
$793,000 |
160 |
|
| OxenFree Capital LLC |
27 |
- |
2024-03-31 |
13,439 |
$735,000 |
770 |
|
| Private Advisor Group LLC |
1332 |
- |
2023-12-31 |
12,364 |
$639,000 |
1,009 |
|
| AlphaStar Capital Management LLC |
183 |
- |
2023-12-31 |
9,855 |
$509,000 |
-80 |
|
| PRINCIPAL SECURITIES INC. |
597 |
- |
2023-12-31 |
9,641 |
$498,000 |
0 |
|
| Tidemark LLC |
67 |
- |
2023-12-31 |
8,496 |
$439,000 |
0 |
|
| Certus Wealth Management LLC |
45 |
- |
2023-12-31 |
8,232 |
$425,000 |
166 |
|
| Kestra Advisory Services LLC |
1700 |
*New |
2023-12-31 |
7,159 |
$370,000 |
7,159 |
|
| MARINER WEALTH ADVISORS, LLC |
2159 |
- |
2023-12-31 |
7,146 |
$369,000 |
-3,971 |
|
| CITADEL ADVISORS LLC |
3952 |
- |
2023-12-31 |
6,637 |
$343,000 |
-34,764 |
|
| MONEY CONCEPTS CAPITAL CORP |
337 |
- |
2023-12-31 |
5,543 |
$286,000 |
-113 |
|
| MULTIFINANCIAL SECURITIES CORP |
1453 |
- |
2023-12-31 |
5,462 |
$282,000 |
-472 |
|
| Koshinski Asset Management Inc. |
413 |
- |
2023-12-31 |
5,350 |
$276,000 |
5,350 |
|
| Equitable Holdings Inc. |
1060 |
*New |
2023-12-31 |
3,920 |
$203,000 |
3,920 |
|
| US BANCORP |
2188 |
*New |
2023-12-31 |
2,631 |
$136,000 |
2,631 |
|
| HARBOUR INVESTMENTS INC. |
1034 |
- |
2023-12-31 |
2,505 |
$129,000 |
205 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,900 |
$98,000 |
-8,977 |
|
| SRS Capital Advisors Inc. |
390 |
- |
2023-12-31 |
1,811 |
$94,000 |
14 |
|
| Global Retirement Partners LLC |
1203 |
- |
2024-03-31 |
1,355 |
$74,000 |
-60,881 |
|
| HANSON MCCLAIN, INC. |
1212 |
*New |
2024-03-31 |
1,122 |
$61,000 |
1,122 |
|
| PRIVATE TRUST CO NA |
1165 |
- |
2024-03-31 |
772 |
$42,000 |
403 |
|
| FRANKLIN RESOURCES INC |
2466 |
- |
2023-12-31 |
748 |
$39,000 |
-779,971 |
|
| UBS Group AG |
6101 |
- |
2023-12-31 |
168 |
$9,000 |
52 |
|
| Farther Finance Advisors LLC |
2300 |
- |
2023-12-31 |
61 |
$3,000 |
0 |
|
| WELLS FARGO & CO/MN |
5890 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
| PROEQUITIES INC. |
3178 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| MML INVESTORS SERVICES LLC |
2516 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,279 |
|
| Ten Capital Wealth Advisors LLC |
533 |
*Closed |
2023-06-30 |
0 |
$0 |
-384 |
|
|
44 Records found
|
1
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