|
Institutional
Holders
Total
Institutions:
|
59 0 |
|
Total
shares held :
|
2,900,813 |
|
% of shares
held :
|
32.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-3,091 |
|
% of shares
held change :
|
-0.03% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CWM LLC |
259 |
*New |
2024-03-31 |
404,341 |
$12,086,000 |
404,341 |
|
Wealthcare Advisory Partners LLC |
60 |
- |
2024-03-31 |
320,966 |
$9,594,000 |
10,856 |
|
PALLADIEM LLC |
1 |
- |
2023-09-30 |
269,735 |
$8,785,000 |
-6,025 |
|
ANCORA ADVISORS, LLC |
111 |
- |
2023-12-31 |
280,651 |
$8,088,000 |
-18,941 |
|
SUMMIT WEALTH & RETIREMENT PLANNING INC. |
12 |
- |
2023-12-31 |
227,953 |
$6,570,000 |
188,961 |
|
JANE STREET GROUP LLC |
1250 |
- |
2023-12-31 |
225,404 |
$6,496,000 |
177,780 |
|
Sound Financial Strategies Group LLC |
5 |
*New |
2023-12-31 |
148,752 |
$4,287,000 |
148,752 |
|
QUANTITATIVE ADVANTAGE LLC |
43 |
- |
2023-03-31 |
141,772 |
$4,179,000 |
-3,479 |
|
ROYAL BANK OF CANADA |
2023 |
- |
2023-12-31 |
144,072 |
$4,152,000 |
2,750 |
|
FIRST HEARTLAND CONSULTANTS INC |
54 |
- |
2023-12-31 |
143,451 |
$4,134,000 |
-222,482 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1252 |
*New |
2023-12-31 |
125,403 |
$3,614,000 |
125,403 |
|
CAPTRUST FINANCIAL ADVISORS |
676 |
- |
2023-12-31 |
123,772 |
$3,567,000 |
-24,023 |
|
Stegent Equity Advisors Inc. |
6 |
- |
2023-12-31 |
122,535 |
$3,531,000 |
12,590 |
|
ENVESTNET ASSET MANAGEMENT INC |
2198 |
- |
2023-12-31 |
106,770 |
$3,077,000 |
-23,641 |
|
Advisor Group Holdings Inc. |
1612 |
- |
2023-12-31 |
95,403 |
$2,749,000 |
25,670 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1786 |
- |
2023-12-31 |
76,921 |
$2,217,000 |
51,700 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1003 |
- |
2024-03-31 |
56,876 |
$1,700,000 |
34,942 |
|
Moors & Cabot Inc. |
260 |
- |
2023-12-31 |
39,150 |
$1,128,000 |
20,750 |
|
FINANCEWARE, INC. |
31 |
- |
2024-03-31 |
36,140 |
$1,080,000 |
-8,589 |
|
Cambria Investment Management L.P. |
133 |
- |
2023-12-31 |
37,329 |
$1,076,000 |
-553 |
|
Naviter Wealth LLC |
154 |
- |
2024-03-31 |
34,680 |
$1,037,000 |
-26,653 |
|
ORG Partners LLC |
103 |
- |
2023-12-31 |
35,689 |
$1,028,000 |
-583 |
|
Fermata Advisors LLC |
78 |
- |
2024-03-31 |
33,294 |
$995,000 |
-22,541 |
|
R. W. Roge & Company Inc. |
|
- |
2023-12-31 |
33,677 |
$970,000 |
-36,744 |
|
Cetera Investment Advisers |
1153 |
- |
2023-12-31 |
31,354 |
$904,000 |
-3,891 |
|
Astor Investment Management LLC |
25 |
- |
2023-12-31 |
26,274 |
$757,000 |
26,274 |
|
NATIONAL BANK OF CANADA /FI/ |
1070 |
*New |
2023-12-31 |
25,041 |
$717,000 |
25,041 |
|
CSS LLC/IL |
148 |
- |
2023-12-31 |
22,370 |
$645,000 |
4,881 |
|
Provident Wealth Management LLC |
|
- |
2023-12-31 |
21,817 |
$629,000 |
-43 |
|
Cumberland Partners Ltd |
148 |
- |
2023-12-31 |
18,931 |
$617,000 |
0 |
|
Visionary Wealth Advisors |
282 |
- |
2023-12-31 |
21,423 |
$617,000 |
2,436 |
|
Steel Peak Wealth Management LLC |
272 |
- |
2024-03-31 |
18,525 |
$554,000 |
0 |
|
TWO SIGMA SECURITIES LLC |
424 |
*New |
2023-12-31 |
17,052 |
$491,000 |
17,052 |
|
WFA of San Diego LLC |
42 |
- |
2023-09-30 |
14,600 |
$476,000 |
-984 |
|
NVWM LLC |
166 |
- |
2023-12-31 |
16,305 |
$470,000 |
12,593 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
16,093 |
$464,000 |
-30,242 |
|
BB&T CORP |
2057 |
- |
2023-12-31 |
14,411 |
$415,000 |
-210,722 |
|
HILLTOP HOLDINGS INC. |
404 |
- |
2023-12-31 |
14,324 |
$413,000 |
348 |
|
Laurel Wealth Advisors Inc. |
410 |
- |
2022-12-31 |
13,278 |
$406,000 |
-8,658 |
|
Global Assets Advisory LLC |
355 |
- |
2024-03-31 |
12,208 |
$404,000 |
49 |
|
COMERICA BANK |
1968 |
- |
2023-12-31 |
13,551 |
$391,000 |
13,394 |
|
CITADEL ADVISORS LLC |
3838 |
*New |
2023-12-31 |
13,561 |
$391,000 |
13,561 |
|
Savvy Advisors Inc. |
79 |
- |
2023-12-31 |
13,526 |
$390,000 |
0 |
|
Apollon Wealth Management LLC |
808 |
*New |
2023-12-31 |
11,293 |
$325,000 |
11,293 |
|
Triton Wealth Management PLLC |
|
- |
2023-12-31 |
11,124 |
$319,000 |
-21,455 |
|
ADVISORY SERVICES NETWORK, LLC |
1068 |
- |
2023-12-31 |
10,840 |
$312,000 |
-163 |
|
STIFEL FINANCIAL CORP |
2854 |
- |
2023-12-31 |
10,123 |
$292,000 |
-1,485 |
|
HARBOUR INVESTMENTS INC. |
721 |
- |
2023-12-31 |
10,079 |
$290,000 |
78 |
|
AlphaStar Capital Management LLC |
243 |
- |
2023-12-31 |
9,954 |
$287,000 |
3,528 |
|
Integrated Wealth Concepts LLC |
1303 |
- |
2023-12-31 |
9,302 |
$268,000 |
-4,452 |
|
FMA Wealth Management LLC |
35 |
- |
2023-12-31 |
9,162 |
$264,000 |
0 |
|
We Are One Seven LLC |
746 |
- |
2023-12-31 |
8,802 |
$254,000 |
874 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3341 |
*New |
2023-12-31 |
7,805 |
$225,000 |
7,805 |
|
UBS Group AG |
4513 |
- |
2023-12-31 |
7,595 |
$219,000 |
7,595 |
|
H D Vest Advisory Services |
1443 |
- |
2023-12-31 |
7,296 |
$210,000 |
0 |
|
MORGAN STANLEY |
5658 |
- |
2023-12-31 |
4,453 |
$128,000 |
4,392 |
|
MATHER GROUP, INC. |
709 |
*New |
2024-03-31 |
3,356 |
$97,000 |
3,356 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1837 |
*New |
2023-12-31 |
2,928 |
$84,000 |
2,928 |
|
Larson Financial Group LLC |
720 |
*New |
2023-12-31 |
1,132 |
$33,000 |
1,132 |
|
VisionPoint Advisory Group LLC |
362 |
- |
2023-12-31 |
614 |
$18,000 |
614 |
|
BANK OF MONTREAL /CAN/ |
3201 |
- |
2023-12-31 |
368 |
$11,000 |
-257 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1477 |
*New |
2023-12-31 |
130 |
$4,000 |
130 |
|
Hobbs Group Advisors LLC |
430 |
- |
2023-12-31 |
123 |
$4,000 |
0 |
|
Able Wealth Management LLC |
414 |
- |
2023-12-31 |
111 |
$3,000 |
0 |
|
SIMPLEX TRADING LLC |
2133 |
*New |
2023-12-31 |
100 |
$2,000 |
100 |
|
HIGHTOWER ADVISORS, LLC |
3338 |
*Closed |
2023-12-31 |
0 |
$0 |
-219,782 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
1076 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,546 |
|
RAYMOND JAMES & ASSOCIATES |
3751 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,801 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
782 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,792 |
|
PROEQUITIES INC. |
4062 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
BANK OF AMERICA CORP /DE/ |
6448 |
*Closed |
2023-12-31 |
0 |
$0 |
-10 |
|
Almanack Investment Partners LLC. |
172 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,611 |
|
MONEY CONCEPTS CAPITAL CORP |
392 |
*Closed |
2023-12-31 |
0 |
$0 |
-55,197 |
|
AlphaQ Advisors LLC |
183 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,121 |
|
Latitude Advisors LLC |
183 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,408 |
|
OLD MISSION CAPITAL LLC |
1253 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,636 |
|
|
76 Records found
|
1
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