| |
Institutional
Holders
Total
Institutions:
 |
69  8 |
|
|
Total
shares held :
|
3,024,453 |
|
|
% of shares
held :
|
8.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
|
Amount
of shares held :
|
-19,450 |
|
|
% of shares
held change :
|
-0.06% |
|
| 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 |
  COMMONWEALTH EQUITY SERVICES LLC. |
657 |
- |
2024-03-31 |
341,004 |
$13,555,000 |
55,653 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
434 |
- |
2024-03-31 |
235,098 |
$9,345,000 |
6,841 |
|
| MORGAN STANLEY |
3483 |
- |
2024-03-31 |
196,041 |
$7,793,000 |
41,446 |
|
| APCM Wealth Management for Individuals |
21 |
- |
2024-03-31 |
178,180 |
$7,083,000 |
13,494 |
|
| Advisory Resource Group |
13 |
- |
2024-03-31 |
146,758 |
$5,834,000 |
9,433 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
817 |
- |
2024-03-31 |
110,772 |
$4,403,000 |
52,038 |
|
| Cetera Investment Advisers |
1072 |
- |
2024-03-31 |
106,384 |
$4,229,000 |
84,343 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1358 |
- |
2024-03-31 |
83,461 |
$3,318,000 |
298 |
|
| H D Vest Advisory Services |
412 |
- |
2024-03-31 |
80,442 |
$3,198,000 |
16,143 |
|
| CASTLE WEALTH MANAGEMENT LLC |
28 |
- |
2024-03-31 |
61,432 |
$2,442,000 |
17,799 |
|
| AlphaQ Advisors LLC |
30 |
- |
2024-03-31 |
37,527 |
$1,492,000 |
27,270 |
|
| SCOTIA CAPITAL INC. |
461 |
- |
2024-03-31 |
29,907 |
$1,189,000 |
1,725 |
|
| MML INVESTORS SERVICES LLC |
1314 |
- |
2024-03-31 |
29,753 |
$1,183,000 |
9,431 |
|
| Anfield Capital Management LLC |
47 |
- |
2024-03-31 |
27,823 |
$1,106,000 |
2,071 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3013 |
- |
2024-03-31 |
25,181 |
$1,001,000 |
7,933 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
190 |
- |
2024-03-31 |
20,988 |
$834,000 |
1,260 |
|
| MULTIFINANCIAL SECURITIES CORP |
1242 |
- |
2024-03-31 |
20,970 |
$834,000 |
13,481 |
|
| Burns Matteson Capital Management LLC |
41 |
- |
2024-03-31 |
19,860 |
$789,000 |
14,937 |
|
| LINCOLN NATIONAL CORP |
627 |
- |
2024-03-31 |
17,187 |
$683,000 |
8,086 |
|
| LAKE STREET ADVISORS GROUP LLC |
287 |
- |
2024-03-31 |
17,137 |
$681,000 |
17,137 |
|
| ADVISORY SERVICES NETWORK, LLC |
928 |
- |
2024-03-31 |
13,591 |
$540,000 |
1,555 |
|
| Visionary Wealth Advisors |
348 |
- |
2024-03-31 |
10,804 |
$429,000 |
1,074 |
|
| Certified Advisory Corp |
197 |
- |
2024-03-31 |
9,584 |
$381,000 |
84 |
|
| IHT Wealth Management LLC |
783 |
- |
2024-03-31 |
7,939 |
$316,000 |
338 |
|
| CREATIVE PLANNING |
2194 |
- |
2024-03-31 |
7,953 |
$316,000 |
1,130 |
|
| Main Line Retirement Advisors LLC |
29 |
- |
2024-03-31 |
7,172 |
$285,000 |
62 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1582 |
- |
2023-09-30 |
6,620 |
$232,000 |
580 |
|
| Farther Finance Advisors LLC |
869 |
- |
2024-03-31 |
3,142 |
$123,000 |
3,106 |
|
| Coastal Investment Advisors Inc. |
681 |
- |
2024-03-31 |
300 |
$12,000 |
300 |
|
| WELLS FARGO & CO/MN |
5206 |
- |
2024-03-31 |
186 |
$7,000 |
75 |
|
| PROEQUITIES INC. |
1833 |
- |
2024-03-31 |
145 |
$6,000 |
50 |
|
|
31 Records found
|
1
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