|
Institutional
Holders
Total
Institutions:
|
289 39 |
|
Total
shares held :
|
83,351,415 |
|
% of shares
held :
|
92.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
118 |
|
Amount
of shares held :
|
17,482,809 |
|
% of shares
held change :
|
19.43% |
|
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 |
Flaharty Asset Management LLC |
5 |
*New |
2023-12-31 |
623,915 |
$31,383,000 |
623,915 |
|
Strategic Wealth Partners Group LLC |
|
*New |
2024-03-31 |
583,025 |
$29,583,000 |
583,025 |
|
Paragon Advisors LLC |
5 |
*New |
2024-03-31 |
197,063 |
$9,999,000 |
197,063 |
|
REGAL INVESTMENT ADVISORS, LLC |
33 |
*New |
2023-12-31 |
179,546 |
$9,031,000 |
179,546 |
|
Mason & Associates Inc |
8 |
*New |
2024-03-31 |
177,741 |
$9,019,000 |
177,741 |
|
Quaker Wealth Management LLC |
|
*New |
2024-03-31 |
151,516 |
$7,688,000 |
151,516 |
|
Andina Capital Management LLC |
3 |
*New |
2024-03-31 |
149,198 |
$7,570,000 |
149,198 |
|
LINCOLN CAPITAL CORP |
11 |
*New |
2024-03-31 |
141,354 |
$7,172,000 |
141,354 |
|
GLOVISTA INVESTMENTS LLC |
17 |
*New |
2023-12-31 |
109,134 |
$5,483,000 |
109,134 |
|
HEAD & ASSOCIATES LLC |
30 |
*New |
2023-12-31 |
105,579 |
$5,311,000 |
105,579 |
|
PAYDEN & RYGEL |
79 |
*New |
2023-12-31 |
105,000 |
$5,282,000 |
105,000 |
|
SUMMIT INVESTMENT ADVISORS INC |
85 |
*New |
2023-12-31 |
92,537 |
$4,655,000 |
92,537 |
|
Blue Edge Capital LLC |
35 |
*New |
2023-12-31 |
84,228 |
$4,237,000 |
84,228 |
|
Kensington Asset Management LLC |
22 |
*New |
2024-03-31 |
82,603 |
$4,191,000 |
82,603 |
|
Precision Wealth Strategies LLC |
5 |
*New |
2024-03-31 |
82,503 |
$4,186,000 |
82,503 |
|
Belpointe Asset Management LLC |
62 |
*New |
2023-12-31 |
64,709 |
$3,255,000 |
64,709 |
|
Weaver Consulting Group |
21 |
*New |
2024-03-31 |
62,034 |
$3,148,000 |
62,034 |
|
Proficio Capital Partners LLC |
|
*New |
2024-03-31 |
58,645 |
$2,976,000 |
58,645 |
|
TOEWS CORP /ADV |
13 |
*New |
2024-03-31 |
42,700 |
$2,167,000 |
42,700 |
|
Foundations Investment Advisors LLC |
217 |
*New |
2023-12-31 |
41,702 |
$2,103,000 |
41,702 |
|
Curtis Advisory Group LLC |
|
*New |
2024-03-31 |
39,500 |
$2,004,000 |
39,500 |
|
Per Stirling Capital Management LLC. |
56 |
*New |
2023-12-31 |
37,604 |
$1,891,000 |
37,604 |
|
Vertex Planning Partners LLC |
24 |
*New |
2023-12-31 |
35,643 |
$1,793,000 |
35,643 |
|
Signature Wealth Management Partners LLC |
14 |
*New |
2024-03-31 |
33,972 |
$1,724,000 |
33,972 |
|
CABANA LLC |
|
*New |
2024-03-31 |
33,425 |
$1,696,000 |
33,425 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
59 |
*New |
2023-12-31 |
27,895 |
$1,403,000 |
27,895 |
|
Simplicity WealthLLC |
430 |
*New |
2024-03-31 |
27,461 |
$1,393,000 |
27,461 |
|
AXS Investments LLC |
112 |
*New |
2023-12-31 |
27,000 |
$1,358,000 |
27,000 |
|
Blue Investment Partners LLC |
19 |
*New |
2023-12-31 |
26,577 |
$1,337,000 |
26,577 |
|
STEPHENS INC /AR/ |
493 |
*New |
2023-12-31 |
24,165 |
$1,216,000 |
24,165 |
|
Integrated Wealth Concepts LLC |
669 |
*New |
2023-12-31 |
22,712 |
$1,142,000 |
22,712 |
|
HRT FINANCIAL LLC |
861 |
*New |
2023-12-31 |
22,632 |
$1,138,000 |
22,632 |
|
Redhawk Wealth Advisors Inc. |
105 |
*New |
2023-12-31 |
22,164 |
$1,115,000 |
22,164 |
|
Kingdom Financial Group LLC. |
24 |
*New |
2023-12-31 |
21,793 |
$1,096,000 |
21,793 |
|
PARK AVENUE SECURITIES LLC |
778 |
*New |
2024-03-31 |
15,153 |
$769,000 |
15,153 |
|
Diversified Portfolios Inc. |
75 |
*New |
2023-12-31 |
14,819 |
$745,000 |
14,819 |
|
Citizens National Bank Trust Department |
|
*New |
2024-03-31 |
14,666 |
$744,000 |
14,666 |
|
Future Financial Wealth Managment LLC |
40 |
*New |
2024-03-31 |
12,991 |
$659,000 |
12,991 |
|
MN Wealth Advisors LLC |
|
*New |
2024-03-31 |
12,228 |
$620,000 |
12,228 |
|
Arrowroot Family Office LLC |
65 |
*New |
2023-12-31 |
10,927 |
$550,000 |
10,927 |
|
Fundamentun LLC |
137 |
*New |
2024-03-31 |
9,910 |
$503,000 |
9,910 |
|
RB Capital Management LLC |
112 |
*New |
2023-12-31 |
8,372 |
$421,000 |
8,372 |
|
Naples Money Management LLC |
35 |
*New |
2024-03-31 |
8,000 |
$406,000 |
8,000 |
|
Aprio Wealth Management LLC |
121 |
*New |
2024-03-31 |
7,495 |
$380,000 |
7,495 |
|
AdvisorNet Financial Inc |
357 |
*New |
2024-03-31 |
7,025 |
$356,000 |
7,025 |
|
VIRTU FINANCIAL LLC |
550 |
*New |
2023-12-31 |
6,762 |
$340,000 |
6,762 |
|
JB Capital LLC |
|
*New |
2024-03-31 |
6,437 |
$327,000 |
6,437 |
|
SMITH MOORE & CO. |
318 |
*New |
2023-12-31 |
6,346 |
$319,000 |
6,346 |
|
MBA Advisors LLC |
102 |
*New |
2024-03-31 |
5,987 |
$304,000 |
5,987 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
257 |
*New |
2024-03-31 |
5,950 |
$302,000 |
5,950 |
|
LINCOLN NATIONAL CORP |
|
*New |
2024-03-31 |
5,412 |
$275,000 |
5,412 |
|
CLAUDIA M.P. BATLLE CRP (R) LLC |
72 |
*New |
2023-12-31 |
5,354 |
$269,000 |
5,354 |
|
Kovack Advisors Inc. |
383 |
*New |
2024-03-31 |
5,183 |
$263,000 |
5,183 |
|
Beacon Financial Advisory LLC |
205 |
*New |
2024-03-31 |
4,906 |
$249,000 |
4,906 |
|
Csenge Advisory Group |
|
*New |
2024-03-31 |
4,729 |
$240,000 |
4,729 |
|
CRA Financial Services LLC |
224 |
*New |
2024-03-31 |
4,403 |
$223,000 |
4,403 |
|
Sawtooth Asset Management Inc. |
953 |
*New |
2023-12-31 |
4,246 |
$214,000 |
4,246 |
|
Bleakley Financial Group LLC |
|
*New |
2023-12-31 |
4,246 |
$214,000 |
4,246 |
|
Priebe Wealth Holdings LLC |
57 |
*New |
2024-03-31 |
4,117 |
$209,000 |
4,117 |
|
MUIRFIELD WEALTH ADVISORS LLC |
59 |
*New |
2024-03-31 |
4,127 |
$209,000 |
4,127 |
|
HCR Wealth Advisors |
197 |
*New |
2023-12-31 |
4,038 |
$203,000 |
4,038 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
332 |
*New |
2023-12-31 |
4,000 |
$201,000 |
4,000 |
|
PRIVATE TRUST CO NA |
653 |
*New |
2024-03-31 |
3,901 |
$198,000 |
3,901 |
|
JTC Employer Solutions Trusteee Ltd |
153 |
*New |
2024-03-31 |
3,321 |
$168,000 |
3,321 |
|
GPS Wealth Strategies Group LLC |
|
*New |
2024-03-31 |
3,068 |
$156,000 |
3,068 |
|
Operose Advisors LLC |
128 |
*New |
2023-12-31 |
3,008 |
$151,000 |
3,008 |
|
DecisionPoint Financial LLC |
|
*New |
2024-03-31 |
2,525 |
$128,000 |
2,525 |
|
MATHER GROUP, INC. |
742 |
*New |
2024-03-31 |
1,734 |
$87,000 |
1,734 |
|
Scarborough Advisors LLC |
129 |
*New |
2023-12-31 |
1,544 |
$78,000 |
1,544 |
|
HANSON MCCLAIN, INC. |
1147 |
*New |
2024-03-31 |
1,372 |
$70,000 |
1,372 |
|
TCTC HOLDINGS, LLC |
285 |
*New |
2023-12-31 |
1,196 |
$60,000 |
1,196 |
|
Semmax Financial Advisors Inc. |
140 |
*New |
2023-12-31 |
1,023 |
$52,000 |
1,023 |
|
LGT Financial Advisors LLC |
239 |
*New |
2024-03-31 |
879 |
$45,000 |
879 |
|
Fortitude Family Office LLC |
222 |
*New |
2024-03-31 |
566 |
$29,000 |
566 |
|
ICA Group Wealth Management LLC |
684 |
*New |
2023-12-31 |
479 |
$24,000 |
479 |
|
Coppell Advisory Solutions LLC |
931 |
*New |
2023-12-31 |
207 |
$10,000 |
207 |
|
BESSEMER GROUP INC |
1725 |
*New |
2023-12-31 |
125 |
$6,000 |
125 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
125 |
$6,000 |
125 |
|
JNBA FINANCIAL ADVISORS |
532 |
*New |
2024-03-31 |
100 |
$5,000 |
100 |
|
SCBT FINANCIAL CORP |
524 |
*New |
2023-12-31 |
52 |
$3,000 |
52 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1573 |
*New |
2023-12-31 |
40 |
$2,000 |
40 |
|
|
81 Records found
|
1
|
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