| |
Institutional
Holders
Total
Institutions:
 |
35  5 |
|
|
Total
shares held :
|
2,381,152 |
|
|
% of shares
held :
|
26.46% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
120,899 |
|
|
% of shares
held change :
|
1.34% |
|
| 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 |
  Consolidated Planning Corp |
6 |
- |
2023-12-31 |
449,153 |
$16,623,000 |
67,060 |
|
| HIGHTOWER ADVISORS, LLC |
594 |
- |
2023-12-31 |
357,149 |
$13,221,000 |
23,238 |
|
| STIFEL FINANCIAL CORP |
820 |
- |
2023-12-31 |
238,026 |
$8,809,000 |
6,565 |
|
| Hedeker Wealth Management Group LLC |
17 |
- |
2024-03-31 |
166,328 |
$6,307,000 |
16,646 |
|
| Lokken Investment Group LLC |
10 |
- |
2023-12-31 |
126,451 |
$4,680,000 |
6,977 |
|
| Rockefeller Capital Management L.P. |
709 |
- |
2023-12-31 |
103,373 |
$3,826,000 |
20,130 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1261 |
- |
2023-12-31 |
96,087 |
$3,556,000 |
397 |
|
| RAYMOND JAMES & ASSOCIATES |
1747 |
- |
2023-12-31 |
94,740 |
$3,506,000 |
5,202 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2142 |
- |
2023-12-31 |
91,911 |
$3,402,000 |
-17,552 |
|
| Steward Partners Investment Advisory LLC |
372 |
- |
2023-12-31 |
88,280 |
$3,267,000 |
13,899 |
|
| FIRST CITY CAPITAL MANAGEMENT INC |
11 |
- |
2023-12-31 |
78,822 |
$2,917,000 |
17,140 |
|
| TNB FINANCIAL |
67 |
- |
2024-03-31 |
70,860 |
$2,687,000 |
2,474 |
|
| Weaver Consulting Group |
31 |
- |
2024-03-31 |
60,921 |
$2,310,000 |
5,343 |
|
| U.S. Capital Wealth Advisors LLC |
228 |
- |
2023-12-31 |
54,144 |
$2,004,000 |
20,581 |
|
| Cape Investment Advisory Inc. |
22 |
- |
2023-12-31 |
48,628 |
$1,800,000 |
8,324 |
|
| Resource Planning Group |
24 |
- |
2023-12-31 |
46,217 |
$1,710,000 |
-17,892 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
783 |
- |
2023-12-31 |
45,450 |
$1,682,000 |
-17,892 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1453 |
- |
2023-12-31 |
26,184 |
$969,000 |
2,158 |
|
| Frontier Asset Management LLC |
39 |
- |
2023-12-31 |
25,126 |
$930,000 |
724 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
512 |
- |
2023-12-31 |
24,504 |
$907,000 |
17,710 |
|
| Argent Trust Co |
316 |
- |
2023-12-31 |
22,630 |
$838,000 |
-4,800 |
|
| Toroso Investments LLC |
743 |
- |
2023-12-31 |
20,710 |
$766,000 |
-10,048 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
430 |
- |
2023-12-31 |
11,200 |
$415,000 |
0 |
|
| HB Wealth Management LLC |
517 |
- |
2023-12-31 |
10,842 |
$401,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4056 |
*New |
2023-12-31 |
10,784 |
$399,000 |
10,784 |
|
| Centric Wealth Management |
102 |
*New |
2023-12-31 |
10,906 |
$387,000 |
10,906 |
|
| RAYMOND JAMES TRUST CO |
823 |
- |
2023-12-31 |
9,986 |
$370,000 |
2,524 |
|
| Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
7,075 |
$262,000 |
7,075 |
|
| Strategic Blueprint LLC |
|
- |
2023-12-31 |
6,862 |
$254,000 |
-110 |
|
| Advisor Group Holdings Inc. |
4923 |
- |
2023-12-31 |
1,205 |
$45,000 |
118 |
|
| UBS Group AG |
5649 |
- |
2023-12-31 |
676 |
$25,000 |
482 |
|
| MORGAN STANLEY |
6481 |
*New |
2023-12-31 |
205 |
$8,000 |
205 |
|
| IFP Advisors Inc |
2296 |
*New |
2023-12-31 |
179 |
$7,000 |
179 |
|
| Sage Mountain Advisors LLC |
352 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,290 |
|
| PROEQUITIES INC. |
7873 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
7015 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
36 Records found
|
1
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