| |
Institutional
Holders
Total
Institutions:
 |
46  42 |
|
|
Total
shares held :
|
3,244,880 |
|
|
% of shares
held :
|
36.05% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
42 |
|
|
Amount
of shares held :
|
3,089,002 |
|
|
% of shares
held change :
|
34.32% |
|
| 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 |
  RAYMOND JAMES & ASSOCIATES |
614 |
*New |
2024-03-31 |
864,414 |
$28,495,000 |
864,414 |
|
| GRIES FINANCIAL LLC |
5 |
*New |
2023-12-31 |
597,515 |
$18,941,000 |
597,515 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
|
*New |
2023-12-31 |
440,086 |
$13,951,000 |
440,086 |
|
| Steward Partners Investment Advisory LLC |
122 |
*New |
2023-12-31 |
436,209 |
$13,828,000 |
436,209 |
|
| Kestra Advisory Services LLC |
227 |
*New |
2023-12-31 |
387,233 |
$12,275,000 |
387,233 |
|
| FIRST HAWAIIAN BANK |
39 |
*New |
2024-03-31 |
324,886 |
$10,710,000 |
324,886 |
|
| BB&T CORP |
|
*New |
2023-12-31 |
160,257 |
$4,960,000 |
160,257 |
|
| FINANCIAL NETWORK |
621 |
*New |
2023-12-31 |
141,146 |
$4,474,000 |
141,146 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2047 |
*New |
2023-12-31 |
123,887 |
$3,927,000 |
123,887 |
|
| Schulz Wealth LTD. |
9 |
- |
2024-03-31 |
113,355 |
$3,737,000 |
-4,660 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1304 |
*New |
2024-03-31 |
111,581 |
$3,678,000 |
111,581 |
|
| MILESTONE ASSET MANAGEMENT LLC |
25 |
*New |
2024-03-31 |
106,024 |
$3,495,000 |
106,024 |
|
| Per Stirling Capital Management LLC. |
46 |
*New |
2023-12-31 |
86,527 |
$2,743,000 |
86,527 |
|
| Feltz Wealth PLAN Inc. |
|
*New |
2023-12-31 |
81,059 |
$2,570,000 |
81,059 |
|
| PROEQUITIES INC. |
|
*New |
2023-12-31 |
76,225 |
$2,416,000 |
76,225 |
|
| WealthPlan Investment Management LLC |
|
*New |
2023-12-31 |
70,407 |
$2,232,000 |
70,407 |
|
| Advisor Group Holdings Inc. |
1827 |
*New |
2023-12-31 |
65,338 |
$2,071,000 |
65,338 |
|
| Anfield Capital Management LLC |
|
*New |
2023-12-31 |
61,023 |
$1,934,000 |
61,023 |
|
| MULTIFINANCIAL SECURITIES CORP |
569 |
*New |
2023-12-31 |
51,787 |
$1,642,000 |
51,787 |
|
| CITY HOLDING CO |
111 |
- |
2024-03-31 |
45,262 |
$1,492,000 |
0 |
|
| AE Wealth Management LLC |
1081 |
*New |
2023-12-31 |
37,130 |
$1,192,000 |
37,130 |
|
| SIGNATURE SECURITIES GROUP CORPORATION |
77 |
- |
2024-03-31 |
33,432 |
$1,102,000 |
0 |
|
| Holistic Planning LLC |
37 |
- |
2023-12-31 |
34,775 |
$1,102,000 |
0 |
|
| CITADEL ADVISORS LLC |
3547 |
*New |
2023-12-31 |
16,597 |
$526,000 |
16,597 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
|
*New |
2023-12-31 |
16,197 |
$513,000 |
16,197 |
|
| JANNEY MONTGOMERY SCOTT LLC |
|
*New |
2023-12-31 |
16,000 |
$507,000 |
16,000 |
|
| JANE STREET GROUP LLC |
3938 |
*New |
2023-12-31 |
15,478 |
$491,000 |
15,478 |
|
| Americana Partners LLC |
|
*New |
2023-12-31 |
11,771 |
$373,000 |
11,771 |
|
| InterOcean Capital Group LLC |
|
*New |
2023-12-31 |
10,653 |
$338,000 |
10,653 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
998 |
*New |
2023-12-31 |
10,600 |
$336,000 |
10,600 |
|
| Accel Wealth Management |
148 |
- |
2024-03-31 |
10,000 |
$330,000 |
0 |
|
| Rehmann Capital Advisory Group |
413 |
*New |
2023-12-31 |
10,109 |
$320,000 |
10,109 |
|
| Keystone Wealth Services LLC |
173 |
- |
2024-03-31 |
8,729 |
$288,000 |
0 |
|
| US BANCORP |
|
*New |
2023-12-31 |
8,336 |
$264,000 |
8,336 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2805 |
- |
2024-03-31 |
7,864 |
$259,000 |
0 |
|
| E&G Advisors LP |
173 |
- |
2024-03-31 |
7,775 |
$256,000 |
325 |
|
| Insight Advisors LLC/ PA |
|
*New |
2023-12-31 |
8,035 |
$255,000 |
8,035 |
|
| NorthCrest Asset Manangement LLC |
472 |
- |
2024-03-31 |
7,543 |
$249,000 |
0 |
|
| FIRST NATIONAL TRUST CO |
352 |
*New |
2024-03-31 |
7,173 |
$236,000 |
7,173 |
|
| Streettalk Advisors LLC |
|
*New |
2023-12-31 |
6,818 |
$216,000 |
6,818 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
|
*New |
2023-12-31 |
6,500 |
$206,000 |
6,500 |
|
| HBW Advisory Services LLC |
284 |
- |
2024-03-31 |
6,399 |
$203,000 |
0 |
|
| Sunbelt Securities Inc. |
551 |
- |
2024-03-31 |
5,528 |
$182,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
93 |
- |
2024-03-31 |
5,400 |
$178,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
|
*New |
2023-12-31 |
4,532 |
$144,000 |
4,532 |
|
| DHJJ Financial Advisors Ltd. |
174 |
*New |
2024-03-31 |
4,094 |
$135,000 |
4,094 |
|
| NBC SECURITIES INC. |
912 |
- |
2024-03-31 |
3,241 |
$116,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
|
- |
2023-12-31 |
2,778 |
$88,000 |
0 |
|
| UBS Group AG |
|
*New |
2023-12-31 |
646 |
$20,000 |
646 |
|
| Capital Investment Advisory Services LLC |
792 |
- |
2024-03-31 |
385 |
$13,000 |
0 |
|
| Caitlin John LLC |
445 |
- |
2023-12-31 |
310 |
$10,000 |
0 |
|
| Integrity Financial Corp /WA |
|
*New |
2023-12-31 |
225 |
$7,000 |
225 |
|
| Archer Investment Corp |
|
*New |
2023-12-31 |
43 |
$1,000 |
43 |
|
|
53 Records found
|
1
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