|
Institutional
Holders
Total
Institutions:
|
23 4 |
|
Total
shares held :
|
2,154,152 |
|
% of shares
held :
|
23.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
1,434,133 |
|
% of shares
held change :
|
15.92% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
AE Wealth Management LLC |
170 |
*New |
2023-12-31 |
927,038 |
$25,781,000 |
927,038 |
|
Sweet Financial Partners LLC |
8 |
*New |
2024-03-31 |
312,616 |
$9,600,000 |
312,616 |
|
RiverTree Advisors LLC |
6 |
- |
2024-03-31 |
296,005 |
$9,090,000 |
6,162 |
|
PARK NATIONAL CORP /OH/ |
68 |
- |
2024-03-31 |
293,910 |
$9,026,000 |
2,895 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
567 |
- |
2024-03-31 |
240,310 |
$7,380,000 |
127,295 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1232 |
- |
2024-03-31 |
145,193 |
$4,459,000 |
29,057 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1282 |
*New |
2024-03-31 |
125,128 |
$3,843,000 |
125,128 |
|
Snowden Capital Advisors LLC |
311 |
- |
2023-12-31 |
61,427 |
$1,673,000 |
267 |
|
Private Advisor Group LLC |
|
*New |
2024-03-31 |
52,618 |
$1,616,000 |
52,618 |
|
Secure Asset Management LLC |
|
*New |
2024-03-31 |
50,902 |
$1,563,000 |
50,902 |
|
Onyx Bridge Wealth Group LLC |
|
*New |
2024-03-31 |
49,865 |
$1,467,000 |
49,865 |
|
BANK OF NEW YORK MELLON CORP |
2948 |
*New |
2024-03-31 |
46,187 |
$1,418,000 |
46,187 |
|
ENVESTNET ASSET MANAGEMENT INC |
2700 |
*New |
2023-12-31 |
49,300 |
$1,342,000 |
49,300 |
|
SYNOVUS FINANCIAL CORP |
402 |
*New |
2023-12-31 |
42,429 |
$1,156,000 |
42,429 |
|
Cetera Investment Advisers |
1037 |
- |
2023-12-31 |
42,048 |
$1,145,000 |
12,190 |
|
Kestra Advisory Services LLC |
1119 |
*New |
2023-12-31 |
36,204 |
$986,000 |
36,204 |
|
Advisor Group Holdings Inc. |
2523 |
- |
2023-12-31 |
35,908 |
$978,000 |
4,798 |
|
CITADEL ADVISORS LLC |
3121 |
- |
2023-12-31 |
30,049 |
$818,000 |
230 |
|
Herold Advisors Inc. |
125 |
- |
2023-12-31 |
28,152 |
$767,000 |
4,194 |
|
RAYMOND JAMES & ASSOCIATES |
2749 |
*New |
2024-03-31 |
24,812 |
$762,000 |
24,812 |
|
Kapstone Financial Advisors LLC |
41 |
- |
2023-12-31 |
21,540 |
$603,000 |
21,540 |
|
WEST MICHIGAN ADVISORS LLC |
70 |
- |
2023-12-31 |
21,274 |
$579,000 |
21,274 |
|
OneAscent Financial Services LLC |
201 |
*New |
2024-03-31 |
16,174 |
$497,000 |
16,174 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3842 |
- |
2023-12-31 |
17,396 |
$474,000 |
4,560 |
|
Good Life Advisors LLC |
|
*New |
2024-03-31 |
15,419 |
$474,000 |
15,419 |
|
Western Wealth Management LLC |
424 |
*New |
2024-03-31 |
12,800 |
$393,000 |
12,800 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
106 |
*New |
2024-03-31 |
10,016 |
$308,000 |
10,016 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
10,014 |
$308,000 |
3,899 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
773 |
*New |
2024-03-31 |
9,903 |
$304,000 |
9,903 |
|
Barry Investment Advisors LLC |
91 |
*New |
2024-03-31 |
9,543 |
$293,000 |
9,543 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
571 |
*New |
2024-03-31 |
8,591 |
$264,000 |
8,591 |
|
Orion Portfolio Solutions LLC |
1470 |
*New |
2023-12-31 |
9,422 |
$253,000 |
9,422 |
|
HARBOUR INVESTMENTS INC. |
778 |
- |
2023-12-31 |
9,196 |
$250,000 |
1,844 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
592 |
*New |
2024-03-31 |
6,803 |
$209,000 |
6,803 |
|
DHJJ Financial Advisors Ltd. |
182 |
- |
2024-03-31 |
3,892 |
$120,000 |
104 |
|
BENJAMIN EDWARDS INC |
440 |
*New |
2024-03-31 |
2,326 |
$71,000 |
2,326 |
|
Global Retirement Partners LLC |
1228 |
*New |
2024-03-31 |
2,267 |
$70,000 |
2,267 |
|
UBS Group AG |
5196 |
- |
2023-12-31 |
2,119 |
$58,000 |
2,108 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
*New |
2024-03-31 |
1,191 |
$37,000 |
1,191 |
|
Pinnacle Bank |
473 |
*New |
2024-03-31 |
1,081 |
$33,000 |
1,081 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
1,000 |
$31,000 |
1,000 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
381 |
- |
2023-12-31 |
369 |
$10,000 |
0 |
|
Aptus Capital Advisors LLC |
790 |
- |
2023-12-31 |
369 |
$10,000 |
0 |
|
Advisory Alpha LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-24,997 |
|
GOLDMAN SACHS GROUP INC/ |
4769 |
*Closed |
2023-12-31 |
0 |
$0 |
-45,293 |
|
|
45 Records found
|
1
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