| |
Institutional
Holders
Total
Institutions:
 |
44  11 |
|
|
Total
shares held :
|
2,772,473 |
|
|
% of shares
held :
|
46.21% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
278,589 |
|
|
% of shares
held change :
|
4.64% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.91 |
|
|
Last
Quarter's Ending
Price :
|
$19.82 |
|
|
Last
Quarter's Average
Price :
|
$19.34 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.96 (4.96%) |
|
|
|
|
|
|
|
|
|
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 |
937 |
- |
2023-12-31 |
886,117 |
$17,563,000 |
199,119 |
|
| Integrated Wealth Concepts LLC |
132 |
- |
2023-12-31 |
560,484 |
$11,109,000 |
-13,097 |
|
| Laurel Wealth Advisors Inc. |
16 |
- |
2022-12-31 |
539,912 |
$9,740,000 |
249,029 |
|
| HARBOUR INVESTMENTS INC. |
99 |
- |
2023-12-31 |
230,543 |
$4,569,000 |
-2,719 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
105,047 |
$2,158,000 |
-953 |
|
| Significant Wealth Partners LLC |
16 |
- |
2023-12-31 |
106,135 |
$2,104,000 |
0 |
|
| Sowell Financial Services LLC |
|
- |
2024-03-31 |
83,690 |
$1,719,000 |
4,223 |
|
| Snowden Capital Advisors LLC |
363 |
- |
2023-12-31 |
66,398 |
$1,316,000 |
48,019 |
|
| AVAII WEALTH MANAGEMENT LLC |
|
- |
2024-03-31 |
58,907 |
$1,210,000 |
-2,339 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2820 |
- |
2023-12-31 |
58,481 |
$1,159,000 |
29,034 |
|
| Elevated Capital Advisors LLC |
93 |
- |
2024-03-31 |
47,619 |
$978,000 |
2,744 |
|
| Ameritas Advisory Services LLC |
310 |
- |
2023-12-31 |
44,933 |
$900,000 |
-70,350 |
|
| MML INVESTORS SERVICES LLC |
1519 |
*New |
2023-12-31 |
37,996 |
$753,000 |
37,996 |
|
| CWM LLC |
972 |
- |
2024-03-31 |
36,061 |
$741,000 |
13,337 |
|
| Owen LaRue LLC |
36 |
- |
2023-12-31 |
36,369 |
$721,000 |
1,206 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1983 |
- |
2024-03-31 |
33,988 |
$698,000 |
8,027 |
|
| Advisor Group Holdings Inc. |
2920 |
- |
2023-12-31 |
32,829 |
$651,000 |
-8,659 |
|
| DAVIDSON D A & CO |
881 |
*New |
2023-12-31 |
29,926 |
$593,000 |
29,926 |
|
| Capital Investment Advisory Services LLC |
286 |
- |
2024-03-31 |
25,665 |
$527,000 |
7,081 |
|
| ROYAL BANK OF CANADA |
3626 |
- |
2023-12-31 |
25,951 |
$514,000 |
19,948 |
|
| Brookstone Capital Management |
616 |
*New |
2024-03-31 |
24,890 |
$511,000 |
24,890 |
|
| Virtue Capital Management LLC |
182 |
*New |
2023-12-31 |
25,280 |
$497,000 |
25,280 |
|
| Pensionmark Financial Group LLC |
224 |
- |
2023-12-31 |
24,500 |
$486,000 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1594 |
- |
2024-03-31 |
23,500 |
$483,000 |
7,000 |
|
| GOLDMAN SACHS GROUP INC/ |
3898 |
*New |
2023-12-31 |
22,237 |
$441,000 |
22,237 |
|
| BB&T CORP |
2027 |
*New |
2023-12-31 |
21,952 |
$435,000 |
21,952 |
|
| Cetera Investment Advisers |
1565 |
*New |
2023-12-31 |
21,626 |
$429,000 |
21,626 |
|
| Goss Wealth Management LLC |
1353 |
- |
2023-12-31 |
21,399 |
$424,000 |
-3,337 |
|
| CHANNEL WEALTH LLC |
110 |
- |
2024-03-31 |
17,824 |
$366,000 |
-556 |
|
| FINANCIAL NETWORK |
2099 |
*New |
2023-12-31 |
18,248 |
$362,000 |
18,248 |
|
| Mach-1 Financial Group Inc. |
178 |
- |
2023-12-31 |
16,555 |
$328,000 |
-1,463 |
|
| Kestra Advisory Services LLC |
1853 |
- |
2023-12-31 |
14,631 |
$290,000 |
819 |
|
| H D Vest Advisory Services |
1301 |
*New |
2023-12-31 |
13,282 |
$263,000 |
13,282 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3423 |
- |
2024-03-31 |
11,927 |
$245,000 |
592 |
|
| Sterling Manor Financial LLC |
25 |
*New |
2024-03-31 |
11,322 |
$233,000 |
11,322 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
10,659 |
$219,000 |
1,597 |
|
| SMITH MOORE & CO. |
382 |
*New |
2023-12-31 |
10,908 |
$216,000 |
10,908 |
|
| Resources Investment Advisors Inc. |
1036 |
- |
2023-12-31 |
10,818 |
$214,000 |
311 |
|
| Arete Wealth Advisors LLC |
661 |
*New |
2023-12-31 |
10,638 |
$211,000 |
10,638 |
|
| GeoWealth Management LLC |
615 |
- |
2023-12-31 |
3,130 |
$62,000 |
-5,879 |
|
| GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
2,073 |
$43,000 |
0 |
|
| IFP Advisors Inc |
1596 |
- |
2023-12-31 |
2,050 |
$41,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2181 |
- |
2023-12-31 |
1,532 |
$30,000 |
0 |
|
| Spire Wealth Management |
1412 |
- |
2024-03-31 |
1,300 |
$27,000 |
0 |
|
| Cape Investment Advisory Inc. |
1065 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,500 |
|
| PROSPERA FINANCIAL SERVICES |
1068 |
*Closed |
2023-12-31 |
0 |
$0 |
-182,984 |
|
| MORGAN STANLEY |
7250 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
| WELLS FARGO & CO/MN |
6535 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
| DHJJ Financial Advisors Ltd. |
758 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
|
49 Records found
|
1
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