| |
Institutional
Holders
Total
Institutions:
 |
25  1 |
|
|
Total
shares held :
|
2,935,964 |
|
|
% of shares
held :
|
3.26% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-151,181 |
|
|
% of shares
held change :
|
 -0.17% |
|
| 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 |
  AMERICAN CENTURY COMPANIES INC |
406 |
- |
2023-12-31 |
1,102,592 |
$67,401,000 |
-75,297 |
|
| CREATIVE PLANNING |
154 |
- |
2023-12-31 |
624,637 |
$38,184,000 |
-3,547 |
|
| ENVESTNET ASSET MANAGEMENT INC |
863 |
- |
2023-12-31 |
456,461 |
$27,903,000 |
48,552 |
|
| FIRST HEARTLAND CONSULTANTS INC |
8 |
- |
2023-12-31 |
267,637 |
$16,360,000 |
5,095 |
|
| UBS Group AG |
2012 |
- |
2023-12-31 |
80,197 |
$4,902,000 |
-2,960 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1291 |
- |
2024-03-31 |
63,528 |
$4,127,000 |
-169 |
|
| Bedel Financial Consulting Inc. |
19 |
- |
2023-12-31 |
63,638 |
$3,890,000 |
516 |
|
| BEDEL FINANCIAL CONSULTING INC |
19 |
- |
2023-09-30 |
63,122 |
$3,595,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
55,160 |
$3,584,000 |
-1,172 |
|
| Pine Valley Investments Ltd Liability Co |
84 |
- |
2023-12-31 |
55,185 |
$3,373,000 |
-264 |
|
| SkyOak Wealt LLC |
|
- |
2024-03-31 |
39,551 |
$2,569,000 |
20,082 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
255 |
- |
2024-03-31 |
25,163 |
$1,635,000 |
-8,124 |
|
| CPA Asset Management LLC |
25 |
- |
2023-12-31 |
20,204 |
$1,235,000 |
3,038 |
|
| ORRSTOWN FINANCIAL SERVICES INC |
21 |
- |
2024-03-31 |
18,800 |
$1,221,000 |
-2,650 |
|
| Allen Capital Group LLC |
91 |
- |
2024-03-31 |
16,755 |
$1,089,000 |
2,362 |
|
| MML INVESTORS SERVICES LLC |
1314 |
*New |
2023-12-31 |
17,477 |
$1,068,000 |
17,477 |
|
| Dominguez Wealth Management Solutions Inc. |
38 |
- |
2024-03-31 |
9,707 |
$631,000 |
-355 |
|
| J.W. COLE ADVISORS INC. |
|
*New |
2024-03-31 |
8,577 |
$557,000 |
8,577 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4005 |
*New |
2023-12-31 |
6,811 |
$416,000 |
6,811 |
|
| Beacon Financial Advisory LLC |
149 |
- |
2024-03-31 |
5,734 |
$373,000 |
390 |
|
| StrongBox Wealth LLC |
67 |
- |
2024-03-31 |
4,379 |
$268,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2839 |
- |
2024-03-31 |
3,777 |
$245,000 |
-304 |
|
| H D Vest Advisory Services |
1368 |
- |
2023-12-31 |
3,821 |
$234,000 |
145 |
|
| Financial Advocates Investment Management |
|
*New |
2024-03-31 |
4,020 |
$203,000 |
4,020 |
|
| BANK OF AMERICA CORP /DE/ |
5067 |
- |
2023-12-31 |
2,868 |
$175,000 |
1,092 |
|
| ROYAL BANK OF CANADA |
5052 |
*New |
2023-12-31 |
1,362 |
$83,000 |
1,362 |
|
| CWM LLC |
2449 |
- |
2024-03-31 |
580 |
$38,000 |
0 |
|
| Advisor Group Holdings Inc. |
6939 |
*Closed |
2023-12-31 |
0 |
$0 |
-698 |
|
| SYNOVUS FINANCIAL CORP |
828 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,302 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
30 Records found
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1
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