| |
Institutional
Holders
Total
Institutions:
 |
36  6 |
|
|
Total
shares held :
|
4,783,183 |
|
|
% of shares
held :
|
53.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
543,095 |
|
|
% of shares
held change :
|
6.03% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  AMERICAN CENTURY COMPANIES INC |
455 |
- |
2023-12-31 |
1,218,608 |
$56,702,000 |
-7 |
|
| ENVESTNET ASSET MANAGEMENT INC |
715 |
- |
2023-12-31 |
828,006 |
$38,527,000 |
52,644 |
|
| Flaharty Asset Management LLC |
15 |
- |
2023-12-31 |
438,301 |
$20,394,000 |
-102,936 |
|
| PACIFIC LIFE FUND ADVISORS LLC |
14 |
- |
2024-03-31 |
431,433 |
$19,967,000 |
9,996 |
|
| Merit Financial Group LLC |
31 |
*New |
2023-12-31 |
338,918 |
$15,770,000 |
338,918 |
|
| MORGAN STANLEY |
2952 |
- |
2023-12-31 |
325,721 |
$15,156,000 |
97,927 |
|
| LPL FINANCIAL CORP |
1045 |
- |
2023-12-31 |
300,749 |
$13,994,000 |
48,651 |
|
| Core Wealth Advisors Inc. |
6 |
- |
2023-12-31 |
300,294 |
$13,973,000 |
-1,429 |
|
| ROYAL BANK OF CANADA |
1726 |
- |
2023-12-31 |
140,209 |
$6,524,000 |
-17,778 |
|
| DAVIDSON D A & CO |
332 |
*New |
2023-12-31 |
82,805 |
$3,853,000 |
82,805 |
|
| Lindenwold Advisors |
12 |
- |
2023-12-31 |
80,421 |
$3,742,000 |
1,623 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1429 |
- |
2024-03-31 |
70,753 |
$3,274,000 |
37,628 |
|
| JANE STREET GROUP LLC |
1949 |
- |
2023-12-31 |
66,532 |
$3,096,000 |
24,510 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1747 |
- |
2024-03-31 |
34,632 |
$1,603,000 |
-691 |
|
| Kestra Advisory Services LLC |
961 |
*New |
2023-12-31 |
29,751 |
$1,384,000 |
29,751 |
|
| Sowell Financial Services LLC |
|
- |
2024-03-31 |
19,969 |
$924,000 |
755 |
|
| Advisor Group Holdings Inc. |
2604 |
- |
2023-12-31 |
19,494 |
$907,000 |
-1,720 |
|
| RAYMOND JAMES & ASSOCIATES |
2759 |
- |
2024-03-31 |
16,187 |
$749,000 |
-202 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
637 |
- |
2023-12-31 |
15,801 |
$735,000 |
6,160 |
|
| UBS Group AG |
3826 |
- |
2023-12-31 |
12,598 |
$586,000 |
8,843 |
|
| CITADEL ADVISORS LLC |
3537 |
- |
2023-12-31 |
11,406 |
$531,000 |
11,406 |
|
| Southland Equity Partners LLC |
112 |
- |
2024-03-31 |
9,724 |
$450,000 |
1,998 |
|
| MML INVESTORS SERVICES LLC |
1892 |
- |
2023-12-31 |
8,354 |
$389,000 |
-2,605 |
|
| Investment Advisory Group LLC |
|
- |
2024-03-31 |
7,950 |
$368,000 |
0 |
|
| Laurel Wealth Advisors Inc. |
496 |
- |
2022-12-31 |
6,880 |
$312,000 |
-8,425 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2702 |
- |
2024-03-31 |
6,324 |
$293,000 |
-185 |
|
| H D Vest Advisory Services |
1236 |
*New |
2023-12-31 |
6,295 |
$293,000 |
6,295 |
|
| PCG Wealth Advisors LLC |
97 |
- |
2024-03-31 |
5,563 |
$257,000 |
443 |
|
| Aveo Capital Partners LLC |
299 |
*New |
2023-12-31 |
5,137 |
$239,000 |
5,137 |
|
| PRINCIPAL SECURITIES INC. |
1353 |
- |
2023-12-31 |
1,367 |
$64,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
1,176 |
$54,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
850 |
$39,000 |
0 |
|
| Global Retirement Partners LLC |
1621 |
- |
2024-03-31 |
655 |
$30,000 |
0 |
|
| ICA Group Wealth Management LLC |
1190 |
- |
2023-12-31 |
46 |
$2,000 |
46 |
|
| Tidemark LLC |
620 |
- |
2023-12-31 |
22 |
$1,000 |
0 |
|
| Sunbelt Securities Inc. |
1537 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
| Private Advisor Group LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-10,030 |
|
| KARLINSKI ANDREW C |
38 |
*Closed |
2022-12-31 |
0 |
$0 |
-727 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Sound Income Strategies LLC |
1372 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,679 |
|
| Claraphi Advisory Network LLC |
213 |
*Closed |
2022-12-31 |
0 |
$0 |
-10,321 |
|
|
41 Records found
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1
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