| |
Institutional
Holders
Total
Institutions:
 |
98  11 |
|
|
Total
shares held :
|
7,614,846 |
|
|
% of shares
held :
|
8.46% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
|
Amount
of shares held :
|
929,381 |
|
|
% of shares
held change :
|
1.03% |
|
| 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 |
  FMR LLC |
1317 |
- |
2023-12-31 |
854,390 |
$45,281,000 |
426,615 |
|
| J P MORGAN CHASE & CO |
1234 |
- |
2024-03-31 |
772,683 |
$44,082,000 |
34,021 |
|
| Goodwin Investment Advisory |
2 |
- |
2024-03-31 |
765,237 |
$43,657,000 |
42,286 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
302 |
- |
2024-03-31 |
648,056 |
$36,972,000 |
166,991 |
|
| ENVESTNET ASSET MANAGEMENT INC |
740 |
- |
2023-12-31 |
693,110 |
$36,733,000 |
31,759 |
|
| Personal Resources Investment & Strategic Manageme |
2 |
- |
2024-03-31 |
448,153 |
$25,567,000 |
7,712 |
|
| Custos Family Office LLC |
5 |
- |
2024-03-31 |
222,364 |
$12,686,000 |
2,542 |
|
| MORGAN STANLEY |
3111 |
- |
2023-12-31 |
238,926 |
$12,663,000 |
137,526 |
|
| ROYAL BANK OF CANADA |
1393 |
- |
2023-12-31 |
208,966 |
$11,074,000 |
10,158 |
|
| Dynamic Advisors Solutions LLC |
69 |
- |
2024-03-31 |
183,866 |
$10,490,000 |
11,691 |
|
| BANK OF AMERICA CORP /DE/ |
2344 |
- |
2023-12-31 |
195,049 |
$10,337,000 |
78,642 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
599 |
- |
2023-12-31 |
194,866 |
$10,328,000 |
97,751 |
|
| Kestra Advisory Services LLC |
346 |
- |
2023-12-31 |
135,776 |
$7,196,000 |
316 |
|
| LPL FINANCIAL CORP |
1583 |
- |
2024-03-31 |
114,606 |
$6,538,000 |
7,928 |
|
| CREATIVE PLANNING |
501 |
- |
2023-12-31 |
122,041 |
$6,468,000 |
3,329 |
|
| CONDOR CAPITAL MANAGEMENT |
44 |
- |
2024-03-31 |
91,015 |
$5,192,000 |
3,985 |
|
| Forbes Financial Planning Inc. |
11 |
- |
2024-03-31 |
80,940 |
$4,618,000 |
9,150 |
|
| AE Wealth Management LLC |
709 |
- |
2023-12-31 |
64,417 |
$3,460,000 |
3,773 |
|
| ALTFEST L J & CO INC |
38 |
- |
2024-03-31 |
57,218 |
$3,264,000 |
2,858 |
|
| Cetera Investment Advisers |
616 |
- |
2023-12-31 |
57,710 |
$3,059,000 |
2,167 |
|
| Patriot Financial Group Insurance Agency LLC |
48 |
- |
2024-03-31 |
48,027 |
$2,740,000 |
2,127 |
|
| PFG Advisors |
144 |
- |
2024-03-31 |
43,737 |
$2,495,000 |
11,295 |
|
| PRIMORIS WEALTH ADVISORS LLC |
23 |
- |
2024-03-31 |
32,611 |
$1,855,000 |
4,286 |
|
| VALMARK ADVISERS INC |
186 |
- |
2024-03-31 |
30,377 |
$1,733,000 |
133 |
|
| Sigma Planning Corp |
469 |
- |
2024-03-31 |
19,041 |
$1,086,000 |
10,491 |
|
| FINANCIAL NETWORK |
1490 |
- |
2023-12-31 |
15,764 |
$835,000 |
3,178 |
|
| MULTIFINANCIAL SECURITIES CORP |
893 |
- |
2023-12-31 |
14,467 |
$767,000 |
866 |
|
| Spectrum Investment Advisors Inc. |
19 |
- |
2024-03-31 |
12,676 |
$723,000 |
630 |
|
| Rockefeller Capital Management L.P. |
1291 |
- |
2023-12-31 |
11,409 |
$605,000 |
11,409 |
|
| HANSON MCCLAIN, INC. |
506 |
- |
2024-03-31 |
10,549 |
$602,000 |
17 |
|
| Goss Wealth Management LLC |
1209 |
- |
2023-12-31 |
10,542 |
$563,000 |
300 |
|
| Clarity Capital Partners LLC |
64 |
- |
2024-03-31 |
9,655 |
$551,000 |
5,033 |
|
| Empirical Asset Management LLC |
105 |
- |
2024-03-31 |
9,002 |
$514,000 |
274 |
|
| Hoxton Planning & Management LLC |
85 |
- |
2024-03-31 |
8,680 |
$495,000 |
37 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2545 |
- |
2024-03-31 |
8,252 |
$471,000 |
8,252 |
|
| J.W. COLE ADVISORS INC. |
552 |
- |
2024-03-31 |
8,055 |
$460,000 |
461 |
|
| Signal Advisors Wealth LLC |
206 |
- |
2024-03-31 |
6,393 |
$365,000 |
2,374 |
|
| Sequoia Financial Advisors LLC |
817 |
- |
2024-03-31 |
5,826 |
$332,000 |
26 |
|
| LINCOLN NATIONAL CORP |
936 |
- |
2024-03-31 |
5,318 |
$303,000 |
260 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1556 |
- |
2023-09-30 |
5,180 |
$248,000 |
21 |
|
| LJI Wealth Management LLC |
155 |
- |
2023-12-31 |
3,930 |
$208,000 |
3,930 |
|
| Glass Jacobson Investment Advisors llc |
208 |
- |
2024-03-31 |
3,479 |
$198,000 |
16 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
972 |
- |
2024-03-31 |
2,900 |
$165,000 |
101 |
|
| Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
1,695 |
$90,000 |
85 |
|
| SILVER OAK SECURITIES Inc |
440 |
- |
2024-03-31 |
897 |
$51,000 |
4 |
|
| AdvisorNet Financial Inc |
891 |
- |
2024-03-31 |
661 |
$38,000 |
3 |
|
| Global Retirement Partners LLC |
1717 |
- |
2024-03-31 |
412 |
$24,000 |
270 |
|
|
47 Records found
|
1
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