|
Institutional
Holders
Total
Institutions:
|
82 9 |
|
Total
shares held :
|
5,685,180 |
|
% of shares
held :
|
63.17% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-585,882 |
|
% of shares
held change :
|
-6.51% |
|
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 |
HIGHTOWER ADVISORS, LLC |
514 |
- |
2024-03-31 |
615,260 |
$17,276,000 |
-20,966 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
704 |
- |
2024-03-31 |
421,526 |
$11,836,000 |
-16,589 |
|
PERSONAL CFO SOLUTIONS LLC |
8 |
- |
2023-12-31 |
383,493 |
$10,386,000 |
-2,616 |
|
Tradition Wealth Management LLC |
41 |
- |
2023-12-31 |
220,767 |
$6,385,000 |
-2,067 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
135 |
- |
2024-03-31 |
166,078 |
$4,663,000 |
-3,736 |
|
Advisor Group Holdings Inc. |
1522 |
- |
2024-03-31 |
89,718 |
$2,512,000 |
-27,156 |
|
Berger Financial Group Inc |
104 |
- |
2024-03-31 |
87,635 |
$2,461,000 |
-4,444 |
|
Fragasso Group Inc. |
81 |
- |
2024-03-31 |
68,374 |
$1,920,000 |
-2,334 |
|
BKD WEALTH ADVISORS LLC |
165 |
- |
2024-03-31 |
65,928 |
$1,851,000 |
-776 |
|
ODonnell Financial Services LLC |
18 |
- |
2024-03-31 |
59,593 |
$1,673,000 |
-8,935 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1611 |
- |
2024-03-31 |
41,603 |
$1,168,000 |
-2,932 |
|
LINCOLN NATIONAL CORP |
479 |
- |
2024-03-31 |
40,642 |
$1,141,000 |
-1,379 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1979 |
- |
2024-03-31 |
39,511 |
$1,109,000 |
-6,742 |
|
H D Vest Advisory Services |
727 |
- |
2024-03-31 |
36,998 |
$1,039,000 |
-380 |
|
Compass Advisory Group LLC |
33 |
- |
2024-03-31 |
35,762 |
$1,004,000 |
-2,842 |
|
WorthPointe LLC |
30 |
- |
2023-12-31 |
33,098 |
$896,000 |
-7 |
|
InterOcean Capital Group LLC |
215 |
- |
2023-12-31 |
30,640 |
$830,000 |
-10,680 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
90 |
- |
2024-03-31 |
25,158 |
$706,000 |
-2,474 |
|
Cetera Investment Advisers |
1307 |
- |
2023-12-31 |
25,973 |
$703,000 |
-5,463 |
|
Crown Wealth Group LLC |
38 |
- |
2024-03-31 |
24,795 |
$696,000 |
-1,512 |
|
DHJJ Financial Advisors Ltd. |
63 |
- |
2024-03-31 |
24,126 |
$677,000 |
-500 |
|
Global Strategic Investment Solutions LLC |
85 |
- |
2024-03-31 |
23,713 |
$666,000 |
-1,108 |
|
Aurum Wealth Management Group LLC |
186 |
- |
2024-03-31 |
18,759 |
$527,000 |
-66,367 |
|
ENVESTNET ASSET MANAGEMENT INC |
3338 |
- |
2023-12-31 |
17,532 |
$475,000 |
-14,056 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
85 |
- |
2024-03-31 |
15,481 |
$435,000 |
-39 |
|
CASTLE WEALTH MANAGEMENT LLC |
92 |
- |
2024-03-31 |
14,527 |
$408,000 |
-5,586 |
|
Sunbelt Securities Inc. |
387 |
- |
2024-03-31 |
12,840 |
$361,000 |
-3,885 |
|
Outlook Wealth Advisors LLC |
178 |
- |
2024-03-31 |
12,711 |
$357,000 |
-959 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3935 |
- |
2024-03-31 |
11,723 |
$329,000 |
-4,765 |
|
GRADIENT INVESTMENTS LLC |
253 |
- |
2024-03-31 |
10,688 |
$300,000 |
-634,199 |
|
BCS Wealth Management |
191 |
- |
2024-03-31 |
9,918 |
$278,000 |
-775 |
|
ALTFEST L J & CO INC |
273 |
- |
2024-03-31 |
9,493 |
$267,000 |
-2,689 |
|
Brookstone Capital Management |
784 |
- |
2024-03-31 |
9,516 |
$267,000 |
-93,965 |
|
PFG Advisors |
567 |
- |
2024-03-31 |
8,834 |
$248,000 |
-133 |
|
HANSON MCCLAIN, INC. |
1148 |
- |
2024-03-31 |
2,509 |
$70,000 |
-296,839 |
|
Steward Partners Investment Advisory LLC |
1985 |
- |
2023-12-31 |
1,832 |
$50,000 |
-1,500 |
|
PFS Partners LLC |
158 |
- |
2024-03-31 |
1,182 |
$33,000 |
-189,739 |
|
|
37 Records found
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