|
Institutional
Holders
Total
Institutions:
|
64 0 |
|
Total
shares held :
|
598,928 |
|
% of shares
held :
|
5.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-88,074 |
|
% of shares
held change :
|
-0.79% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CAPTRUST FINANCIAL ADVISORS |
426 |
- |
2023-12-31 |
141,468 |
$7,612,000 |
833 |
|
LPL FINANCIAL CORP |
1661 |
- |
2024-03-31 |
100,321 |
$5,825,000 |
16,235 |
|
SFI Advisors LLC |
11 |
- |
2023-12-31 |
61,912 |
$3,331,000 |
-8,875 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1780 |
- |
2024-03-31 |
33,936 |
$1,970,000 |
17,526 |
|
Ameritas Advisory Services LLC |
228 |
- |
2023-12-31 |
25,454 |
$1,370,000 |
-6,332 |
|
Private Advisor Group LLC |
1170 |
- |
2024-03-31 |
16,732 |
$971,000 |
-915 |
|
ENVESTNET ASSET MANAGEMENT INC |
2990 |
- |
2023-12-31 |
16,848 |
$907,000 |
1,745 |
|
NWAM LLC |
257 |
- |
2024-03-31 |
13,761 |
$772,000 |
-603 |
|
MML INVESTORS SERVICES LLC |
1511 |
- |
2023-12-31 |
14,143 |
$761,000 |
2,674 |
|
Florin Court Capital LLP |
28 |
- |
2024-03-31 |
12,618 |
$733,000 |
6,958 |
|
RAYMOND JAMES & ASSOCIATES |
2854 |
- |
2024-03-31 |
11,255 |
$653,000 |
-114 |
|
Rockefeller Capital Management L.P. |
1301 |
- |
2023-12-31 |
10,843 |
$583,000 |
110 |
|
H D Vest Advisory Services |
967 |
- |
2024-03-31 |
9,931 |
$577,000 |
-6,179 |
|
GOLDMAN SACHS GROUP INC/ |
3807 |
*New |
2023-12-31 |
9,718 |
$523,000 |
9,718 |
|
MORGAN STANLEY |
5115 |
- |
2023-12-31 |
9,305 |
$501,000 |
1,358 |
|
Advisor Group Holdings Inc. |
2939 |
- |
2024-03-31 |
8,395 |
$487,000 |
-3,082 |
|
INTERACTIVE FINANCIAL ADVISORS |
60 |
- |
2024-03-31 |
8,040 |
$467,000 |
-12,655 |
|
ROYAL BANK OF CANADA |
3734 |
- |
2023-12-31 |
8,445 |
$455,000 |
-2,052 |
|
Capital Investment Advisory Services LLC |
320 |
- |
2024-03-31 |
7,659 |
$445,000 |
97 |
|
KRAEMATON INVESTMENT ADVISORS INC |
56 |
- |
2024-03-31 |
7,639 |
$444,000 |
-1,236 |
|
Cetera Investment Advisers |
1546 |
- |
2023-12-31 |
8,168 |
$440,000 |
-1,672 |
|
BAROMETER CAPITAL MANAGEMENT INC. |
103 |
*New |
2024-03-31 |
7,700 |
$410,000 |
7,700 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2439 |
- |
2024-03-31 |
7,027 |
$408,000 |
-383 |
|
Swisher Financial Concepts Inc. |
46 |
- |
2024-03-31 |
7,008 |
$392,000 |
-468 |
|
AMERIPRISE FINANCIAL INC |
3473 |
- |
2023-12-31 |
6,971 |
$375,000 |
-2,862 |
|
PERSONAL CFO SOLUTIONS LLC |
325 |
- |
2023-12-31 |
6,652 |
$358,000 |
-400 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
539 |
- |
2023-12-31 |
6,450 |
$347,000 |
0 |
|
Focus Financial Network Inc. |
478 |
- |
2024-03-31 |
5,971 |
$316,000 |
0 |
|
CWM LLC |
1307 |
- |
2024-03-31 |
5,288 |
$307,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2843 |
- |
2024-03-31 |
5,021 |
$292,000 |
-1,699 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3428 |
- |
2024-03-31 |
4,192 |
$243,000 |
-523 |
|
HARBOUR INVESTMENTS INC. |
796 |
- |
2023-12-31 |
4,443 |
$239,000 |
-347 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
577 |
*New |
2024-03-31 |
3,897 |
$226,000 |
3,897 |
|
Ausdal Financial Partners Inc. |
425 |
*New |
2024-03-31 |
3,738 |
$217,000 |
3,738 |
|
Avondale Wealth Management |
48 |
- |
2024-03-31 |
3,040 |
$177,000 |
-1,500 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1593 |
- |
2023-12-31 |
2,860 |
$154,000 |
1,427 |
|
US BANCORP |
2182 |
- |
2024-03-31 |
2,398 |
$139,000 |
201 |
|
WELLS FARGO & CO/MN |
4205 |
- |
2024-03-31 |
2,149 |
$125,000 |
-201 |
|
UBS Group AG |
4824 |
- |
2023-12-31 |
2,298 |
$124,000 |
398 |
|
Capital Analysts Inc. |
595 |
- |
2023-12-31 |
1,210 |
$65,000 |
286 |
|
BARCLAYS PLC |
3717 |
- |
2023-12-31 |
800 |
$43,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
373 |
- |
2024-03-31 |
705 |
$41,000 |
-200 |
|
Core Wealth Advisors Inc. |
102 |
- |
2023-12-31 |
724 |
$39,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3107 |
- |
2024-03-31 |
650 |
$38,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
303 |
- |
2023-12-31 |
556 |
$30,000 |
-291 |
|
PRIVATE TRUST CO NA |
1303 |
- |
2024-03-31 |
502 |
$29,000 |
415 |
|
Atlantic Trust Group LLC |
1910 |
*New |
2024-03-31 |
484 |
$28,000 |
484 |
|
AdvisorNet Financial Inc |
1001 |
- |
2024-03-31 |
425 |
$25,000 |
0 |
|
ICA Group Wealth Management LLC |
751 |
- |
2023-12-31 |
334 |
$18,000 |
334 |
|
Steward Partners Investment Advisory LLC |
2453 |
- |
2023-12-31 |
321 |
$17,000 |
-61 |
|
HANSON MCCLAIN, INC. |
1843 |
- |
2024-03-31 |
300 |
$17,000 |
-316 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
234 |
$13,000 |
-64 |
|
Goss Wealth Management LLC |
2787 |
- |
2023-12-31 |
200 |
$11,000 |
0 |
|
CITIGROUP INC |
4251 |
- |
2024-03-31 |
170 |
$10,000 |
0 |
|
Spire Wealth Management |
1759 |
- |
2024-03-31 |
150 |
$9,000 |
-19 |
|
Qube Research & Technologies Ltd |
3201 |
- |
2023-12-31 |
170 |
$9,000 |
-55 |
|
Geneos Wealth Management Inc. |
1635 |
- |
2024-03-31 |
120 |
$7,000 |
0 |
|
SANDY SPRING BANK |
946 |
- |
2024-03-31 |
100 |
$6,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
739 |
- |
2024-03-31 |
113 |
$6,000 |
-276 |
|
NOMURA ASSET MANAGEMENT CO LTD |
1505 |
- |
2023-12-31 |
100 |
$5,000 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
60 |
$3,000 |
0 |
|
GPS Wealth Strategies Group LLC |
1115 |
- |
2024-03-31 |
33 |
$2,000 |
0 |
|
FMR LLC |
4477 |
- |
2023-12-31 |
36 |
$2,000 |
0 |
|
TD Waterhouse Canada Inc. |
1711 |
*New |
2024-03-31 |
9 |
$1,000 |
9 |
|
Global Retirement Partners LLC |
3089 |
- |
2024-03-31 |
17 |
$1,000 |
-24 |
|
BLACKROCK INC. |
4898 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
Central Pacific Bank - Trust Division |
845 |
- |
2024-03-31 |
8 |
$0 |
0 |
|
Kalos Management Inc. |
256 |
*Closed |
2023-06-30 |
0 |
$0 |
-7 |
|
ADVISORY SERVICES NETWORK, LLC |
3025 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
|
PROEQUITIES INC. |
7186 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Cutler Group LP |
1308 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
CITADEL ADVISORS LLC |
6529 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,914 |
|
DHJJ Financial Advisors Ltd. |
798 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
Tanglewood Legacy Advisors LLC |
298 |
*Closed |
2024-03-31 |
0 |
$0 |
-130 |
|
JANE STREET GROUP LLC |
5983 |
*Closed |
2023-12-31 |
0 |
$0 |
-54,017 |
|
Tyler-Stone Wealth Management |
894 |
- |
2023-12-31 |
8 |
$0 |
0 |
|
Hobbs Group Advisors LLC |
530 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
|
77 Records found
|
1
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