|
Institutional
Holders
Total
Institutions:
|
142 1 |
|
Total
shares held :
|
6,971,462 |
|
% of shares
held :
|
77.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-817,301 |
|
% of shares
held change :
|
-9.08% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
820 |
- |
2023-12-31 |
475,360 |
$30,694,000 |
3,246 |
|
AJ Advisors LLC |
2 |
- |
2024-03-31 |
302,717 |
$20,391,000 |
14,978 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
580 |
- |
2024-03-31 |
250,134 |
$16,849,000 |
88,990 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
641 |
- |
2024-03-31 |
206,485 |
$13,909,000 |
20,123 |
|
Feltz Wealth PLAN Inc. |
27 |
- |
2023-12-31 |
137,531 |
$8,880,000 |
3,110 |
|
Lebenthal Global Advisors LLC |
14 |
- |
2023-12-31 |
115,437 |
$7,454,000 |
19,481 |
|
WealthPlan Investment Management LLC |
36 |
- |
2023-12-31 |
107,919 |
$6,968,000 |
4,334 |
|
Fifth Third Securities Inc. |
40 |
- |
2024-03-31 |
100,662 |
$6,781,000 |
7,912 |
|
Baltimore-Washington Financial Advisors Inc. |
64 |
- |
2023-12-31 |
104,517 |
$6,749,000 |
6,424 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
702 |
- |
2023-12-31 |
103,494 |
$6,683,000 |
2,519 |
|
FLOW TRADERS U.S. LLC |
62 |
- |
2023-12-31 |
101,105 |
$6,528,000 |
6,279 |
|
MULTIFINANCIAL SECURITIES CORP |
250 |
- |
2023-12-31 |
85,583 |
$5,526,000 |
1,222 |
|
TrueWealth Advisors LLC |
10 |
- |
2024-03-31 |
80,660 |
$5,433,000 |
345 |
|
BEACON FINANCIAL GROUP |
46 |
- |
2023-12-31 |
72,594 |
$4,687,000 |
5,903 |
|
BB&T CORP |
928 |
- |
2023-12-31 |
64,251 |
$4,149,000 |
2,985 |
|
BAILARD BIEHL & KAISER INC |
173 |
- |
2023-12-31 |
50,783 |
$3,279,000 |
243 |
|
Capital Investment Advisors LLC |
148 |
- |
2024-03-31 |
48,630 |
$3,276,000 |
1,203 |
|
Envestnet Portfolio Solutions Inc. |
560 |
- |
2023-12-31 |
35,232 |
$2,275,000 |
2,709 |
|
ShoreHaven Wealth Partners LLC |
|
- |
2024-03-31 |
29,499 |
$1,987,000 |
730 |
|
PRUDENTIAL FINANCIAL INC |
1464 |
- |
2023-12-31 |
29,626 |
$1,913,000 |
4,246 |
|
MARINER WEALTH ADVISORS, LLC |
1082 |
- |
2023-12-31 |
29,368 |
$1,896,000 |
2,975 |
|
H D Vest Advisory Services |
584 |
- |
2023-12-31 |
23,794 |
$1,536,000 |
3,975 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1498 |
- |
2024-03-31 |
20,632 |
$1,390,000 |
1,346 |
|
Stratos Wealth Advisors LLC |
309 |
- |
2024-03-31 |
16,506 |
$1,112,000 |
8,367 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
16,086 |
$1,039,000 |
9,716 |
|
Summit X LLC |
76 |
- |
2023-12-31 |
14,269 |
$921,000 |
1,532 |
|
Detalus Advisors LLC |
48 |
- |
2024-03-31 |
12,619 |
$850,000 |
29 |
|
Atria Wealth Solutions Inc. |
961 |
- |
2023-12-31 |
12,337 |
$797,000 |
2,723 |
|
SWEENEY & MICHEL LLC |
43 |
- |
2023-09-30 |
13,133 |
$772,000 |
82 |
|
Fort Point Capital Partners LLC |
125 |
- |
2023-12-31 |
11,409 |
$737,000 |
7,039 |
|
Fiduciary Planning LLC |
|
- |
2024-03-31 |
10,506 |
$708,000 |
8 |
|
BOURGEON CAPITAL MANAGEMENT LLC |
72 |
- |
2024-03-31 |
10,281 |
$693,000 |
1,226 |
|
ORG Partners LLC |
148 |
- |
2023-12-31 |
9,261 |
$598,000 |
9,261 |
|
GRIES FINANCIAL LLC |
117 |
- |
2023-12-31 |
9,055 |
$585,000 |
3,888 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
8,270 |
$557,000 |
447 |
|
Paul Damon & Associates Inc. |
39 |
- |
2024-03-31 |
7,827 |
$527,000 |
1,284 |
|
Icon Wealth Advisors LLC |
183 |
- |
2023-12-31 |
8,141 |
$526,000 |
4,278 |
|
JB Capital LLC |
|
- |
2024-03-31 |
7,574 |
$510,000 |
321 |
|
Quadrant Private Wealth Management LLC |
129 |
- |
2023-12-31 |
7,672 |
$495,000 |
803 |
|
ADVISORY SERVICES NETWORK, LLC |
902 |
- |
2023-12-31 |
7,654 |
$494,000 |
1,832 |
|
REGAL INVESTMENT ADVISORS, LLC |
354 |
- |
2023-12-31 |
6,752 |
$436,000 |
2,552 |
|
Cedar Brook Financial Partners LLC |
252 |
- |
2024-03-31 |
5,832 |
$393,000 |
16 |
|
RAYMOND JAMES & ASSOCIATES |
3248 |
- |
2024-03-31 |
5,189 |
$349,000 |
6 |
|
Princeton Global Asset Management LLC |
129 |
- |
2024-03-31 |
5,031 |
$339,000 |
262 |
|
Financial Perspectives Inc |
98 |
- |
2024-03-31 |
4,967 |
$335,000 |
20 |
|
CHATHAM CAPITAL GROUP INC |
167 |
- |
2024-03-31 |
4,630 |
$312,000 |
165 |
|
ANDERSON FISHER LLC |
77 |
- |
2024-03-31 |
4,291 |
$289,000 |
13 |
|
Ausdal Financial Partners Inc. |
406 |
- |
2024-03-31 |
3,630 |
$245,000 |
3 |
|
BLACKROCK INC. |
4274 |
- |
2023-12-31 |
3,405 |
$220,000 |
19 |
|
Security Financial Services INC. |
174 |
- |
2024-03-31 |
3,254 |
$219,000 |
134 |
|
Kestra Advisory Services LLC |
2039 |
- |
2023-12-31 |
3,384 |
$218,000 |
3,384 |
|
Capital Analysts Inc. |
407 |
- |
2023-12-31 |
3,339 |
$216,000 |
2,731 |
|
HARBOUR INVESTMENTS INC. |
908 |
- |
2023-12-31 |
2,703 |
$175,000 |
16 |
|
Goss Wealth Management LLC |
1781 |
- |
2023-12-31 |
2,375 |
$153,000 |
60 |
|
COMERICA BANK |
2409 |
- |
2023-12-31 |
1,990 |
$128,000 |
41 |
|
ICA Group Wealth Management LLC |
435 |
- |
2023-12-31 |
1,118 |
$72,000 |
1,118 |
|
LGT Financial Advisors LLC |
212 |
- |
2024-03-31 |
902 |
$61,000 |
3 |
|
Pacifica Partners Inc. |
240 |
- |
2024-03-31 |
550 |
$37,000 |
4 |
|
FTB Advisors Inc. |
1135 |
- |
2024-03-31 |
505 |
$34,000 |
170 |
|
WELLS FARGO & CO/MN |
4869 |
- |
2023-12-31 |
410 |
$26,000 |
280 |
|
IFP Advisors Inc |
1796 |
- |
2023-12-31 |
388 |
$25,000 |
6 |
|
Spire Wealth Management |
1698 |
- |
2024-03-31 |
155 |
$10,000 |
7 |
|
HANSON MCCLAIN, INC. |
2253 |
- |
2024-03-31 |
107 |
$7,000 |
71 |
|
CITIGROUP INC |
4398 |
- |
2023-12-31 |
11 |
$1,000 |
7 |
|
|
64 Records found
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1
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