| |
Institutional
Holders
Total
Institutions:
 |
49  22 |
|
|
Total
shares held :
|
1,936,896 |
|
|
% of shares
held :
|
21.52% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
38 |
|
|
Amount
of shares held :
|
1,356,584 |
|
|
% of shares
held change :
|
15.07% |
|
| 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 |
  COMMONWEALTH EQUITY SERVICES LLC. |
|
- |
2023-12-31 |
529,891 |
$16,750,000 |
438,909 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
609 |
*New |
2024-03-31 |
472,555 |
$15,601,000 |
472,555 |
|
| STEPHENS INC /AR/ |
185 |
- |
2023-12-31 |
234,723 |
$7,420,000 |
159,021 |
|
| Americana Partners LLC |
|
*New |
2023-12-31 |
183,640 |
$5,805,000 |
183,640 |
|
| Kestra Advisory Services LLC |
576 |
- |
2023-12-31 |
110,208 |
$3,484,000 |
50,443 |
|
| RAYMOND JAMES & ASSOCIATES |
1839 |
*New |
2024-03-31 |
100,036 |
$3,303,000 |
100,036 |
|
| Goss Wealth Management LLC |
510 |
- |
2023-12-31 |
92,040 |
$2,944,000 |
655 |
|
| BB&T CORP |
|
*New |
2023-12-31 |
88,229 |
$2,789,000 |
88,229 |
|
| Cetera Investment Advisers |
696 |
- |
2023-12-31 |
79,373 |
$2,509,000 |
14,935 |
|
| CITY HOLDING CO |
87 |
- |
2024-03-31 |
61,810 |
$2,040,000 |
0 |
|
| Advisor Group Holdings Inc. |
1883 |
- |
2023-12-31 |
61,125 |
$1,932,000 |
56,019 |
|
| Schulz Wealth LTD. |
13 |
- |
2024-03-31 |
58,144 |
$1,920,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2699 |
- |
2023-12-31 |
42,465 |
$1,342,000 |
35,347 |
|
| MULTIFINANCIAL SECURITIES CORP |
685 |
*New |
2023-12-31 |
39,204 |
$1,239,000 |
39,204 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1811 |
- |
2024-03-31 |
26,382 |
$871,000 |
-1,961 |
|
| FINANCIAL NETWORK |
1497 |
- |
2023-12-31 |
26,166 |
$827,000 |
18,825 |
|
| JANE STREET GROUP LLC |
3531 |
- |
2023-12-31 |
23,282 |
$736,000 |
8,933 |
|
| NorthCrest Asset Manangement LLC |
328 |
- |
2024-03-31 |
20,833 |
$688,000 |
0 |
|
| Schubert & Co |
15 |
*New |
2023-12-31 |
19,402 |
$613,000 |
19,402 |
|
| JANNEY MONTGOMERY SCOTT LLC |
|
*New |
2023-12-31 |
19,208 |
$607,000 |
19,208 |
|
| PROSPERA FINANCIAL SERVICES |
635 |
- |
2023-12-31 |
16,944 |
$536,000 |
3,313 |
|
| Keystone Wealth Services LLC |
123 |
- |
2024-03-31 |
15,928 |
$526,000 |
0 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
|
*New |
2023-12-31 |
14,925 |
$472,000 |
14,925 |
|
| CITADEL ADVISORS LLC |
3816 |
*New |
2023-12-31 |
12,584 |
$398,000 |
12,584 |
|
| Holistic Planning LLC |
73 |
- |
2023-12-31 |
12,250 |
$387,000 |
0 |
|
| EPG Wealth Management LLC |
180 |
- |
2023-12-31 |
12,000 |
$386,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4107 |
*New |
2023-12-31 |
12,203 |
$386,000 |
12,203 |
|
| Integrity Financial Corp /WA |
|
- |
2023-12-31 |
11,942 |
$377,000 |
8,904 |
|
| Foundations Investment Advisors LLC |
|
*New |
2023-12-31 |
11,262 |
$362,000 |
11,262 |
|
| OLD MISSION CAPITAL LLC |
697 |
*New |
2023-12-31 |
11,393 |
$360,000 |
11,393 |
|
| FSB PREMIER WEALTH MANAGEMENT INC. |
|
- |
2023-12-31 |
10,271 |
$325,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
107 |
- |
2024-03-31 |
9,785 |
$323,000 |
0 |
|
| Kinloch Capital LLC |
60 |
*New |
2023-12-31 |
10,086 |
$319,000 |
10,086 |
|
| Accel Wealth Management |
152 |
- |
2024-03-31 |
9,500 |
$314,000 |
-300 |
|
| HBW Advisory Services LLC |
277 |
- |
2024-03-31 |
7,022 |
$222,000 |
0 |
|
| BCGM Wealth Management LLC |
|
*New |
2023-12-31 |
6,615 |
$209,000 |
6,615 |
|
| Larson Financial Group LLC |
|
*New |
2023-12-31 |
5,472 |
$173,000 |
5,472 |
|
| HARBOUR INVESTMENTS INC. |
948 |
- |
2023-12-31 |
5,058 |
$160,000 |
292 |
|
| CWM LLC |
1765 |
- |
2024-03-31 |
3,576 |
$118,000 |
-427 |
|
| Steward Partners Investment Advisory LLC |
1656 |
- |
2023-12-31 |
3,375 |
$107,000 |
3,300 |
|
| Aptus Capital Advisors LLC |
615 |
*New |
2023-12-31 |
2,807 |
$89,000 |
2,807 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
270 |
*New |
2023-12-31 |
2,807 |
$89,000 |
2,807 |
|
| Capital Analysts Inc. |
|
- |
2023-12-31 |
2,240 |
$71,000 |
-43 |
|
| Sunbelt Securities Inc. |
798 |
- |
2024-03-31 |
2,033 |
$67,000 |
0 |
|
| LM Advisors LLC |
313 |
- |
2023-12-31 |
1,718 |
$54,000 |
0 |
|
| Archer Investment Corp |
|
- |
2023-12-31 |
1,537 |
$49,000 |
986 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
368 |
- |
2024-03-31 |
1,300 |
$43,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
|
- |
2023-12-31 |
750 |
$24,000 |
0 |
|
| Caitlin John LLC |
425 |
- |
2023-12-31 |
345 |
$11,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
268 |
- |
2024-03-31 |
150 |
$5,000 |
0 |
|
| Lifeworks Advisors LLC |
204 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,248 |
|
| FIRST COMMUNITY TRUST NA |
299 |
*Closed |
2024-03-31 |
0 |
$0 |
-205 |
|
|
52 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
