| |
Institutional
Holders
Total
Institutions:
 |
409  4 |
|
|
Total
shares held :
|
85,930,718 |
|
|
% of shares
held :
|
9.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-42 |
|
|
Amount
of shares held :
|
-4,627,939 |
|
|
% of shares
held change :
|
-0.51% |
|
| 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 |
  Financial Gravity Wealth Inc. |
61 |
- |
2023-12-31 |
692,303 |
$22,645,000 |
0 |
|
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
46 |
- |
2023-12-31 |
127,088 |
$6,400,000 |
0 |
|
| Wellington Wealth Strategies LLC. |
8 |
- |
2023-12-31 |
67,292 |
$3,389,000 |
0 |
|
| YALE CAPITAL CORP |
142 |
- |
2024-03-31 |
51,525 |
$2,605,000 |
0 |
|
| SEIZERT CAPITAL PARTNERS LLC |
115 |
- |
2024-03-31 |
36,356 |
$1,838,000 |
0 |
|
| Prudent Man Advisors LLC |
55 |
- |
2023-12-31 |
21,975 |
$1,107,000 |
0 |
|
| Heritage Trust Co |
143 |
- |
2024-03-31 |
19,837 |
$1,003,000 |
0 |
|
| BOLTWOOD CAPITAL MANAGEMENT |
84 |
- |
2024-03-31 |
17,600 |
$890,000 |
0 |
|
| MARYLAND CAPITAL ADVISORS INC. |
36 |
- |
2024-03-31 |
15,692 |
$793,000 |
0 |
|
| COURAGE MILLER PARTNERS, LLC |
44 |
- |
2024-03-31 |
15,200 |
$769,000 |
0 |
|
| CONDOR CAPITAL MANAGEMENT |
140 |
- |
2024-03-31 |
12,170 |
$615,000 |
0 |
|
| Connectus Wealth LLC |
390 |
- |
2023-12-31 |
11,875 |
$598,000 |
0 |
|
| Prossimo Advisors LLC |
24 |
- |
2024-03-31 |
11,329 |
$573,000 |
0 |
|
| Tilson Financial Group Inc. |
43 |
- |
2024-03-31 |
11,259 |
$569,000 |
0 |
|
| ENCOMPASS WEALTH ADVISORS LLC |
88 |
- |
2023-12-31 |
10,400 |
$524,000 |
0 |
|
| FRANKLIN RESOURCES INC |
1871 |
- |
2023-12-31 |
10,000 |
$504,000 |
0 |
|
| Consolidated Portfolio Review Corp |
162 |
- |
2024-03-31 |
9,703 |
$491,000 |
0 |
|
| Actinver Wealth Management Inc. |
55 |
- |
2024-03-31 |
8,667 |
$438,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
98 |
- |
2024-03-31 |
8,636 |
$437,000 |
0 |
|
| PATHSTONE FAMILY OFFICE, LLC |
1116 |
- |
2023-09-30 |
8,435 |
$425,000 |
0 |
|
| Camden Capital LLC |
204 |
- |
2023-12-31 |
7,960 |
$401,000 |
0 |
|
| Round Rock Advisors LLC |
138 |
- |
2024-03-31 |
7,210 |
$365,000 |
0 |
|
| FOCUS Wealth Advisors LLC |
47 |
- |
2024-03-31 |
7,137 |
$361,000 |
0 |
|
| White Lighthouse Investment Management Inc. |
94 |
- |
2024-03-31 |
7,000 |
$354,000 |
0 |
|
| Charter Oak Capital Management LLC |
135 |
- |
2024-03-31 |
6,851 |
$346,000 |
0 |
|
| Personal Capital Advisors Corp |
380 |
- |
2022-12-31 |
6,095 |
$305,000 |
0 |
|
| TD Waterhouse Canada Inc. |
730 |
- |
2024-03-31 |
5,000 |
$252,000 |
0 |
|
| STEPHENS INC /AR/ |
1002 |
- |
2023-12-31 |
4,961 |
$250,000 |
0 |
|
| PEREGRINE ASSET ADVISERS, INC. |
157 |
- |
2024-03-31 |
4,277 |
$216,000 |
0 |
|
| ADVISORS CAPITAL MANAGEMENT LLC |
450 |
- |
2024-03-31 |
4,192 |
$212,000 |
0 |
|
| BBK Capital Partners LLC |
257 |
- |
2023-12-31 |
4,100 |
$206,000 |
0 |
|
| CENTRAL VALLEY ADVISORS LLC |
153 |
- |
2024-03-31 |
4,000 |
$202,000 |
0 |
|
| BLB&B ADVISORS LLC |
269 |
- |
2024-03-31 |
3,999 |
$202,000 |
0 |
|
| One + One Wealth Management LLC |
95 |
- |
2024-03-31 |
3,995 |
$202,000 |
0 |
|
| Seed Wealth Management Inc. |
143 |
- |
2024-03-31 |
4,000 |
$201,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2266 |
- |
2024-03-31 |
3,486 |
$176,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
489 |
- |
2024-03-31 |
3,424 |
$173,000 |
0 |
|
| CKW FINANCIAL GROUP |
98 |
- |
2024-03-31 |
1,921 |
$97,000 |
0 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
258 |
- |
2023-12-31 |
1,735 |
$87,000 |
0 |
|
| Capital Analysts Inc. |
559 |
- |
2023-12-31 |
1,668 |
$84,000 |
0 |
|
| JJJ Advisors Inc. |
341 |
- |
2024-03-31 |
1,506 |
$76,000 |
0 |
|
| NVWM LLC |
221 |
- |
2024-03-31 |
1,121 |
$57,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
190 |
- |
2024-03-31 |
857 |
$43,000 |
0 |
|
| Sunbelt Securities Inc. |
926 |
- |
2024-03-31 |
759 |
$38,000 |
0 |
|
| Rosenberg Matthew Hamilton |
479 |
- |
2024-03-31 |
650 |
$33,000 |
0 |
|
| Front Row Advisors LLC |
220 |
- |
2023-12-31 |
550 |
$28,000 |
0 |
|
| Spotlight Asset Group Inc. |
166 |
- |
2023-12-31 |
485 |
$24,000 |
0 |
|
| Pinnacle Bank |
550 |
- |
2024-03-31 |
397 |
$20,000 |
0 |
|
| Center for Financial Planning Inc. |
404 |
- |
2024-03-31 |
188 |
$10,000 |
0 |
|
| Atlantic Trust LLC |
351 |
- |
2024-03-31 |
198 |
$10,000 |
0 |
|
| Penserra Capital Management LLC |
1156 |
- |
2023-12-31 |
147 |
$7,000 |
0 |
|
| NBC SECURITIES INC. |
1830 |
- |
2024-03-31 |
100 |
$5,000 |
0 |
|
| Retirement Group LLC |
584 |
- |
2024-03-31 |
75 |
$4,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
422 |
- |
2024-03-31 |
34 |
$2,000 |
0 |
|
|
54 Records found
|
1
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