|
Institutional
Holders
Total
Institutions:
|
38 3 |
|
Total
shares held :
|
3,137,039 |
|
% of shares
held :
|
47.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-2,360,608 |
|
% of shares
held change :
|
-35.6% |
|
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 |
Summit Financial Wealth Advisors LLC |
1 |
*New |
2024-03-31 |
1,513,047 |
$52,109,000 |
1,513,047 |
|
Americana Partners LLC |
12 |
*New |
2024-03-31 |
506,488 |
$17,443,000 |
506,488 |
|
AIFG Consultants Ltd. |
5 |
*New |
2024-03-31 |
268,808 |
$9,258,000 |
268,808 |
|
RAYMOND JAMES & ASSOCIATES |
1521 |
*New |
2024-03-31 |
156,895 |
$5,403,000 |
156,895 |
|
Comprehensive Financial Consultants Institutional |
8 |
*New |
2024-03-31 |
129,753 |
$4,469,000 |
129,753 |
|
MILESTONE ASSET MANAGEMENT LLC |
23 |
*New |
2024-03-31 |
102,116 |
$3,517,000 |
102,116 |
|
Foundations Investment Advisors LLC |
196 |
*New |
2024-03-31 |
84,135 |
$2,898,000 |
84,135 |
|
JANNEY MONTGOMERY SCOTT LLC |
1103 |
*New |
2024-03-31 |
65,002 |
$2,239,000 |
65,002 |
|
We Are One Seven LLC |
218 |
*New |
2024-03-31 |
59,581 |
$2,052,000 |
59,581 |
|
STEPHENS INC /AR/ |
423 |
*New |
2024-03-31 |
57,322 |
$1,974,000 |
57,322 |
|
FINANCIAL NETWORK |
1107 |
*New |
2024-03-31 |
49,916 |
$1,719,000 |
49,916 |
|
Donald L. Hagan LLC |
29 |
*New |
2024-03-31 |
43,407 |
$1,495,000 |
43,407 |
|
Atria Wealth Solutions Inc. |
759 |
*New |
2024-03-31 |
40,758 |
$1,404,000 |
40,758 |
|
Mayfair Advisory Group LLC |
26 |
*New |
2024-03-31 |
33,707 |
$1,161,000 |
33,707 |
|
MCCORMACK ADVISORS INTERNATIONAL |
473 |
*New |
2024-03-31 |
33,421 |
$1,151,000 |
33,421 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
24 |
*New |
2024-03-31 |
32,197 |
$1,109,000 |
32,197 |
|
Triumph Capital Management |
61 |
*New |
2024-03-31 |
26,081 |
$896,000 |
26,081 |
|
LPL FINANCIAL CORP |
3260 |
*New |
2024-03-31 |
25,170 |
$867,000 |
25,170 |
|
Cedrus LLC |
40 |
*New |
2024-03-31 |
25,170 |
$867,000 |
25,170 |
|
Change Path LLC |
412 |
*New |
2024-03-31 |
24,848 |
$856,000 |
24,848 |
|
EPG Wealth Management LLC |
132 |
*New |
2024-03-31 |
23,470 |
$808,000 |
23,470 |
|
Goss Wealth Management LLC |
1160 |
*New |
2024-03-31 |
20,323 |
$700,000 |
20,323 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
216 |
*New |
2024-03-31 |
19,953 |
$687,000 |
19,953 |
|
RFG Advisory Group LLC |
438 |
*New |
2024-03-31 |
19,776 |
$681,000 |
19,776 |
|
Encompass More Asset Management |
45 |
*New |
2024-03-31 |
16,596 |
$572,000 |
16,596 |
|
Financial Gravity Wealth Inc. |
74 |
*New |
2024-03-31 |
15,000 |
$517,000 |
15,000 |
|
IFRAH FINANCIAL SERVICES INC |
126 |
*New |
2024-03-31 |
12,799 |
$441,000 |
12,799 |
|
BlueChip Wealth Advisors LLC |
73 |
*New |
2024-03-31 |
11,980 |
$413,000 |
11,980 |
|
InterOcean Capital Group LLC |
331 |
*New |
2024-03-31 |
11,907 |
$410,000 |
11,907 |
|
RAYMOND JAMES TRUST CO |
838 |
*New |
2024-03-31 |
11,200 |
$386,000 |
11,200 |
|
MML INVESTORS SERVICES LLC |
1981 |
*New |
2024-03-31 |
10,461 |
$360,000 |
10,461 |
|
J P MORGAN CHASE & CO |
3973 |
*New |
2024-03-31 |
9,262 |
$319,000 |
9,262 |
|
TOWNSQUARE CAPITAL LLC |
998 |
*New |
2024-03-31 |
8,910 |
$307,000 |
8,910 |
|
Financial Network Wealth Advisors LLC |
82 |
*New |
2024-03-31 |
8,910 |
$307,000 |
8,910 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
555 |
*New |
2024-03-31 |
7,477 |
$258,000 |
7,477 |
|
Visionary Wealth Advisors |
423 |
*New |
2024-03-31 |
7,444 |
$256,000 |
7,444 |
|
Gallagher Fiduciary Advisors LLC |
170 |
*New |
2024-03-31 |
6,750 |
$232,000 |
6,750 |
|
Main Street Financial Solutions LLC |
462 |
*New |
2024-03-31 |
6,588 |
$227,000 |
6,588 |
|
KINGSWOOD WEALTH ADVISORS LLC |
551 |
*New |
2024-03-31 |
6,476 |
$223,000 |
6,476 |
|
Beacon Financial Advisory LLC |
218 |
*New |
2024-03-31 |
6,455 |
$222,000 |
6,455 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1128 |
*New |
2024-03-31 |
6,430 |
$221,000 |
6,430 |
|
Bouchey Financial Group Ltd |
140 |
*New |
2024-03-31 |
6,106 |
$210,000 |
6,106 |
|
CENTAURUS FINANCIAL INC. |
703 |
*New |
2024-03-31 |
3,914 |
$135,000 |
3,914 |
|
Turtle Creek Wealth Advisors LLC |
157 |
*New |
2024-03-31 |
2,985 |
$103,000 |
2,985 |
|
CWM LLC |
2164 |
*New |
2024-03-31 |
1,729 |
$60,000 |
1,729 |
|
Integrity Financial Corp /WA |
153 |
*New |
2024-03-31 |
1,210 |
$42,000 |
1,210 |
|
Capital Analysts Inc. |
719 |
*New |
2024-03-31 |
1,051 |
$36,000 |
1,051 |
|
|
47 Records found
|
1
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