|
Institutional
Holders
Total
Institutions:
|
58 1 |
|
Total
shares held :
|
5,886,159 |
|
% of shares
held :
|
96.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-257,443 |
|
% of shares
held change :
|
-4.23% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
608 |
- |
2023-12-31 |
1,637,488 |
$50,991,000 |
-104,854 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
29 |
- |
2023-12-31 |
1,004,666 |
$31,285,000 |
24,283 |
|
RAYMOND JAMES & ASSOCIATES |
683 |
- |
2024-03-31 |
784,533 |
$24,413,000 |
21,639 |
|
Southern Farm Bureau Life Insurance |
12 |
- |
2024-03-31 |
314,273 |
$9,784,000 |
0 |
|
ROYAL BANK OF CANADA |
1487 |
- |
2023-12-31 |
301,333 |
$9,384,000 |
12,970 |
|
LPL FINANCIAL CORP |
1335 |
- |
2023-12-31 |
278,142 |
$8,661,000 |
5,605 |
|
MORGAN STANLEY |
3527 |
- |
2023-12-31 |
246,609 |
$7,679,000 |
35,611 |
|
JANNEY MONTGOMERY SCOTT LLC |
620 |
- |
2023-12-31 |
221,679 |
$6,903,000 |
2,922 |
|
OLD MISSION CAPITAL LLC |
172 |
- |
2023-12-31 |
117,723 |
$3,666,000 |
23,281 |
|
FLOW TRADERS U.S. LLC |
131 |
*New |
2023-12-31 |
115,791 |
$3,606,000 |
115,791 |
|
Treynor Bancshares Inc. |
24 |
- |
2023-12-31 |
82,409 |
$2,566,000 |
2,632 |
|
JNBA FINANCIAL ADVISORS |
54 |
- |
2024-03-31 |
79,165 |
$2,463,000 |
-12,169 |
|
BB&T CORP |
1233 |
- |
2023-12-31 |
65,132 |
$2,028,000 |
-12,050 |
|
STIFEL FINANCIAL CORP |
1751 |
- |
2023-12-31 |
57,045 |
$1,776,000 |
10,355 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
124 |
- |
2023-12-31 |
56,883 |
$1,771,000 |
7,890 |
|
Kathleen S. Wright Associates Inc. |
38 |
- |
2024-03-31 |
43,419 |
$1,351,000 |
-1,803 |
|
Planned Solutions Inc. |
22 |
- |
2024-03-31 |
38,146 |
$1,187,000 |
22 |
|
FCA CORP /TX |
82 |
*New |
2023-12-31 |
33,866 |
$1,055,000 |
33,866 |
|
J P MORGAN CHASE & CO |
3302 |
- |
2023-12-31 |
33,078 |
$1,030,000 |
5,174 |
|
Steward Partners Investment Advisory LLC |
720 |
- |
2023-12-31 |
32,099 |
$1,000,000 |
-41,953 |
|
JANE STREET GROUP LLC |
3230 |
- |
2023-12-31 |
30,996 |
$965,000 |
-76,722 |
|
GeoWealth Management LLC |
224 |
- |
2023-12-31 |
29,186 |
$909,000 |
-643 |
|
Source Financial Advisors LLC |
54 |
- |
2023-12-31 |
29,186 |
$909,000 |
-643 |
|
Lionsbridge Wealth Management LLC |
49 |
- |
2023-12-31 |
24,844 |
$774,000 |
472 |
|
Sterling Investment Advisors Ltd. |
83 |
- |
2023-12-31 |
23,500 |
$732,000 |
16,150 |
|
Cedar Brook Financial Partners LLC |
186 |
- |
2024-03-31 |
18,649 |
$580,000 |
-276 |
|
WELLS FARGO & CO/MN |
3279 |
- |
2023-12-31 |
17,581 |
$547,000 |
-617 |
|
BCS Wealth Management |
124 |
- |
2024-03-31 |
17,187 |
$535,000 |
140 |
|
WEDBUSH MORGAN SECURITIES INC |
582 |
- |
2023-12-31 |
14,735 |
$459,000 |
-797 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2337 |
- |
2024-03-31 |
14,653 |
$456,000 |
701 |
|
Aurum Wealth Management Group LLC |
205 |
- |
2024-03-31 |
14,535 |
$452,000 |
1,674 |
|
STEPHENS INC /AR/ |
792 |
- |
2023-12-31 |
13,920 |
$433,000 |
-765 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2737 |
- |
2024-03-31 |
11,036 |
$343,000 |
21 |
|
RAYMOND JAMES TRUST CO |
915 |
- |
2024-03-31 |
10,787 |
$336,000 |
1,796 |
|
BOSTON FAMILY OFFICE LLC |
216 |
- |
2023-12-31 |
10,485 |
$327,000 |
-3,238 |
|
Mengis Capital Management Inc. |
143 |
- |
2023-12-31 |
10,422 |
$325,000 |
-307 |
|
Gallagher Fiduciary Advisors LLC |
139 |
- |
2023-12-31 |
9,963 |
$310,000 |
-364 |
|
Atlas Wealth LLC |
65 |
- |
2023-12-31 |
8,497 |
$254,000 |
0 |
|
Advisor Group Holdings Inc. |
3707 |
- |
2023-12-31 |
8,058 |
$251,000 |
-196,575 |
|
Retirement Network |
118 |
- |
2023-12-31 |
7,347 |
$229,000 |
-349 |
|
Financial Advocates Investment Management |
668 |
*New |
2023-12-31 |
6,864 |
$214,000 |
6,864 |
|
COMERICA BANK |
2421 |
- |
2023-12-31 |
3,986 |
$124,000 |
-5,764 |
|
WHITTIER TRUST CO |
742 |
- |
2023-12-31 |
3,629 |
$113,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5478 |
*New |
2023-12-31 |
1,667 |
$52,000 |
1,667 |
|
IFP Advisors Inc |
1712 |
- |
2023-12-31 |
982 |
$31,000 |
-588 |
|
VitalStone Financial LLC |
217 |
- |
2023-12-31 |
666 |
$21,000 |
0 |
|
UBS Group AG |
5870 |
- |
2023-12-31 |
545 |
$17,000 |
-755 |
|
Capital Investment Advisory Services LLC |
806 |
- |
2024-03-31 |
366 |
$11,000 |
0 |
|
Goss Wealth Management LLC |
2880 |
- |
2023-12-31 |
300 |
$9,000 |
0 |
|
VAN ECK ASSOCIATES CORP |
1347 |
*New |
2023-12-31 |
271 |
$8,000 |
271 |
|
Opal Wealth Advisors LLC |
259 |
*New |
2024-03-31 |
211 |
$7,000 |
211 |
|
Spire Wealth Management |
1865 |
- |
2024-03-31 |
188 |
$6,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
200 |
$6,000 |
0 |
|
SIGNATUREFD, LLC |
2450 |
- |
2023-12-31 |
198 |
$6,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2364 |
- |
2023-12-31 |
204 |
$6,000 |
17 |
|
US BANCORP |
3461 |
- |
2023-12-31 |
147 |
$5,000 |
0 |
|
YHB INVESTMENT ADVISORS, INC. |
793 |
*New |
2024-03-31 |
175 |
$5,000 |
175 |
|
MGB Wealth Management LLC |
250 |
- |
2023-12-31 |
150 |
$5,000 |
0 |
|
Ahrens Investment Partners LLC |
827 |
*New |
2023-03-31 |
100 |
$3,000 |
100 |
|
BANK OF MONTREAL /CAN/ |
3312 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,056 |
|
Sequoia Financial Advisors LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-8,656 |
|
Koshinski Asset Management Inc. |
540 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,952 |
|
PROEQUITIES INC. |
8062 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6222 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,700 |
|
DHJJ Financial Advisors Ltd. |
810 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
|
65 Records found
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1
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