| |
Institutional
Holders
Total
Institutions:
 |
37  34 |
|
|
Total
shares held :
|
1,957,386 |
|
|
% of shares
held :
|
21.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
|
Amount
of shares held :
|
1,899,176 |
|
|
% of shares
held change :
|
21.1% |
|
| 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 |
  Steward Partners Investment Advisory LLC |
90 |
*New |
2023-12-31 |
519,965 |
$16,821,000 |
519,965 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
665 |
*New |
2024-03-31 |
405,155 |
$13,544,000 |
405,155 |
|
| RAYMOND JAMES & ASSOCIATES |
1346 |
*New |
2024-03-31 |
213,163 |
$7,126,000 |
213,163 |
|
| Americana Partners LLC |
|
*New |
2023-12-31 |
176,904 |
$5,723,000 |
176,904 |
|
| Kestra Advisory Services LLC |
719 |
*New |
2023-12-31 |
73,577 |
$2,380,000 |
73,577 |
|
| AE Wealth Management LLC |
844 |
*New |
2023-12-31 |
71,279 |
$2,334,000 |
71,279 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2398 |
*New |
2023-12-31 |
68,473 |
$2,215,000 |
68,473 |
|
| Holistic Planning LLC |
|
- |
2024-03-31 |
56,175 |
$1,878,000 |
0 |
|
| BB&T CORP |
|
*New |
2023-12-31 |
55,726 |
$1,803,000 |
55,726 |
|
| Advisor Group Holdings Inc. |
2281 |
*New |
2023-12-31 |
38,474 |
$1,245,000 |
38,474 |
|
| CAPTRUST FINANCIAL ADVISORS |
1166 |
*New |
2023-12-31 |
36,962 |
$1,196,000 |
36,962 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2187 |
- |
2024-03-31 |
31,431 |
$1,051,000 |
-17,663 |
|
| FINANCIAL NETWORK |
1431 |
*New |
2023-12-31 |
28,045 |
$907,000 |
28,045 |
|
| CITY HOLDING CO |
160 |
- |
2024-03-31 |
25,480 |
$852,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3159 |
*New |
2023-12-31 |
23,614 |
$764,000 |
23,614 |
|
| EPG Wealth Management LLC |
132 |
*New |
2023-12-31 |
22,450 |
$737,000 |
22,450 |
|
| CITADEL ADVISORS LLC |
3259 |
*New |
2023-12-31 |
21,671 |
$701,000 |
21,671 |
|
| BCGM Wealth Management LLC |
|
*New |
2023-12-31 |
19,017 |
$615,000 |
19,017 |
|
| Sage Capital Advisorsllc |
82 |
*New |
2024-03-31 |
17,276 |
$578,000 |
17,276 |
|
| Signal Advisors Wealth LLC |
152 |
*New |
2024-03-31 |
16,705 |
$558,000 |
16,705 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2295 |
- |
2024-03-31 |
14,433 |
$482,000 |
-3,444 |
|
| Beacon Financial Advisory LLC |
126 |
- |
2024-03-31 |
13,540 |
$453,000 |
0 |
|
| InterOcean Capital Group LLC |
|
*New |
2023-12-31 |
13,606 |
$440,000 |
13,606 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
12,100 |
$405,000 |
0 |
|
| Integrity Financial Corp /WA |
91 |
- |
2024-03-31 |
8,825 |
$295,000 |
0 |
|
| Foundations Investment Advisors LLC |
|
*New |
2023-12-31 |
8,923 |
$292,000 |
8,923 |
|
| Rehmann Capital Advisory Group |
|
- |
2024-03-31 |
8,224 |
$275,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
8,038 |
$269,000 |
0 |
|
| Cetera Investment Advisers |
1929 |
*New |
2023-12-31 |
7,261 |
$235,000 |
7,261 |
|
| Keystone Wealth Services LLC |
199 |
- |
2024-03-31 |
6,847 |
$229,000 |
0 |
|
| Marshall Financial Group LLC |
165 |
- |
2024-03-31 |
6,746 |
$226,000 |
144 |
|
| Anfield Capital Management LLC |
|
*New |
2023-12-31 |
6,434 |
$208,000 |
6,434 |
|
| HARBOUR INVESTMENTS INC. |
1004 |
*New |
2023-12-31 |
4,272 |
$138,000 |
4,272 |
|
| Archer Investment Corp |
|
*New |
2023-12-31 |
3,926 |
$127,000 |
3,926 |
|
| PRINCIPAL SECURITIES INC. |
|
- |
2023-12-31 |
1,700 |
$55,000 |
0 |
|
| IFP Advisors Inc |
|
*New |
2023-12-31 |
1,646 |
$53,000 |
1,646 |
|
| UBS Group AG |
|
*New |
2023-12-31 |
691 |
$22,000 |
691 |
|
| Caitlin John LLC |
424 |
- |
2023-12-31 |
335 |
$11,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
476 |
*New |
2024-03-31 |
200 |
$7,000 |
200 |
|
| Larson Financial Group LLC |
|
- |
2024-03-31 |
208 |
$7,000 |
0 |
|
| Meridian Wealth Management LLC |
281 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,590 |
|
| Lifestyle Asset Management Inc. |
119 |
*Closed |
2024-03-31 |
0 |
$0 |
-532,835 |
|
|
42 Records found
|
1
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