| |
Institutional
Holders
Total
Institutions:
 |
35  2 |
|
|
Total
shares held :
|
3,348,367 |
|
|
% of shares
held :
|
79.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
|
Amount
of shares held :
|
-276,352 |
|
|
% of shares
held change :
|
-6.58% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ALM First Financial Advisors LLC |
2 |
- |
2023-12-31 |
1,600,000 |
$43,984,000 |
0 |
|
| Betterment LLC |
68 |
- |
2023-12-31 |
395,972 |
$10,885,000 |
-31,331 |
|
| Cambria Investment Management L.P. |
47 |
- |
2023-12-31 |
392,415 |
$10,788,000 |
-31,405 |
|
| Equitable Holdings Inc. |
203 |
- |
2023-12-31 |
206,984 |
$5,690,000 |
-80,878 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1165 |
- |
2024-03-31 |
160,432 |
$4,669,000 |
-13,299 |
|
| ARVEST INVESTMENTS INC. |
38 |
- |
2024-03-31 |
115,740 |
$3,369,000 |
1,191 |
|
| FINANCIAL NETWORK |
799 |
- |
2023-12-31 |
107,916 |
$2,967,000 |
-25,772 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1698 |
- |
2024-03-31 |
75,821 |
$2,207,000 |
1,172 |
|
| LPL FINANCIAL CORP |
2620 |
- |
2023-12-31 |
56,214 |
$1,545,000 |
-20,965 |
|
| LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
36,569 |
$1,064,000 |
-10,463 |
|
| Wealthcare Advisory Partners LLC |
421 |
- |
2024-03-31 |
27,991 |
$815,000 |
1,007 |
|
| Compass Ion Advisors LLC |
133 |
- |
2024-03-31 |
19,505 |
$568,000 |
-3,804 |
|
| CI Private Wealth LLC |
1571 |
- |
2023-12-31 |
19,638 |
$540,000 |
-8,486 |
|
| BB&T CORP |
1940 |
- |
2023-12-31 |
17,850 |
$491,000 |
-10,250 |
|
| Mutual Advisors LLC |
|
- |
2024-03-31 |
16,240 |
$473,000 |
4,046 |
|
| Tempus Wealth Planning LLC |
151 |
- |
2024-03-31 |
10,822 |
$315,000 |
-3,613 |
|
| CITADEL ADVISORS LLC |
4135 |
- |
2023-12-31 |
10,293 |
$283,000 |
167 |
|
| Professional Financial Advisors LLC |
92 |
- |
2024-03-31 |
8,544 |
$249,000 |
-134 |
|
| CREATIVE PLANNING |
2303 |
- |
2023-12-31 |
8,272 |
$227,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4732 |
- |
2023-12-31 |
8,269 |
$227,000 |
8,269 |
|
| Laurel Wealth Advisors Inc. |
601 |
*New |
2022-12-31 |
7,858 |
$223,000 |
7,858 |
|
| Vivaldi Capital Management LLC |
200 |
*New |
2023-12-31 |
7,863 |
$214,000 |
7,863 |
|
| MORGAN STANLEY |
5809 |
- |
2023-12-31 |
3,001 |
$83,000 |
1 |
|
| Advisor Group Holdings Inc. |
4818 |
- |
2023-12-31 |
1,966 |
$54,000 |
-30,087 |
|
| UBS Group AG |
5402 |
- |
2023-12-31 |
1,410 |
$39,000 |
1,253 |
|
| Hobbs Group Advisors LLC |
245 |
- |
2023-12-31 |
1,200 |
$33,000 |
0 |
|
| ICA Group Wealth Management LLC |
679 |
- |
2023-12-31 |
869 |
$24,000 |
869 |
|
| ROYAL BANK OF CANADA |
5588 |
- |
2023-12-31 |
767 |
$21,000 |
0 |
|
| Parallel Advisors LLC |
1910 |
- |
2023-12-31 |
762 |
$21,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2343 |
- |
2023-12-31 |
207 |
$6,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5154 |
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
3230 |
- |
2023-12-31 |
67 |
$2,000 |
0 |
|
| HM PAYSON & CO |
908 |
*New |
2023-12-31 |
68 |
$2,000 |
68 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6216 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
3853 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,570 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
542 |
*Closed |
2022-12-31 |
0 |
$0 |
-14,659 |
|
| ENVESTNET ASSET MANAGEMENT INC |
4095 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,542 |
|
| Integrated Wealth Concepts LLC |
1668 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,458 |
|
| FMR LLC |
5452 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
|
40 Records found
|
1
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