| |
Institutional
Holders
Total
Institutions:
 |
64  2 |
|
|
Total
shares held :
|
12,112,317 |
|
|
% of shares
held :
|
90.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
1,023,546 |
|
|
% of shares
held change :
|
7.61% |
|
| 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 |
  AMERIPRISE FINANCIAL INC |
628 |
- |
2023-12-31 |
3,428,794 |
$71,418,000 |
655,564 |
|
| LPL FINANCIAL CORP |
948 |
- |
2024-03-31 |
960,665 |
$19,847,000 |
367,176 |
|
| UBS Group AG |
1294 |
- |
2023-12-31 |
638,435 |
$13,324,000 |
471,586 |
|
| BANK OF AMERICA CORP /DE/ |
2172 |
- |
2023-12-31 |
593,587 |
$12,388,000 |
65,156 |
|
| AlphaQ Advisors LLC |
1 |
- |
2024-03-31 |
499,146 |
$10,312,000 |
89,900 |
|
| TruWealth Advisors LLC |
48 |
- |
2024-03-31 |
407,776 |
$8,425,000 |
14,450 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
915 |
- |
2024-03-31 |
373,461 |
$7,716,000 |
108,829 |
|
| ROYAL BANK OF CANADA |
2254 |
- |
2023-12-31 |
143,364 |
$2,992,000 |
64,902 |
|
| CAPTRUST FINANCIAL ADVISORS |
902 |
- |
2023-12-31 |
96,548 |
$2,015,000 |
5,258 |
|
| Global Wealth Strategies & Associates |
18 |
- |
2024-03-31 |
92,829 |
$1,918,000 |
1,408 |
|
| J P MORGAN CHASE & CO |
3005 |
- |
2024-03-31 |
92,573 |
$1,913,000 |
52,965 |
|
| Core Wealth Advisors Inc. |
21 |
- |
2023-12-31 |
85,751 |
$1,790,000 |
6,708 |
|
| QUANTITATIVE ADVANTAGE LLC |
77 |
- |
2023-03-31 |
72,286 |
$1,491,000 |
6,188 |
|
| LAKE STREET FINANCIAL LLC |
125 |
- |
2024-03-31 |
67,130 |
$1,387,000 |
1,007 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1367 |
- |
2024-03-31 |
62,130 |
$1,284,000 |
5,474 |
|
| Householder Group Estate & Retirement Specialist L |
61 |
- |
2024-03-31 |
56,377 |
$1,165,000 |
9,566 |
|
| CONDOR CAPITAL MANAGEMENT |
124 |
- |
2024-03-31 |
46,827 |
$967,000 |
5,969 |
|
| MULTIFINANCIAL SECURITIES CORP |
807 |
- |
2023-12-31 |
44,401 |
$927,000 |
5,803 |
|
| FINANCIAL NETWORK |
1454 |
- |
2023-12-31 |
41,926 |
$875,000 |
3,344 |
|
| NATIXIS ASSET MANAGEMENT ADVISORS LP |
1281 |
- |
2024-03-31 |
38,754 |
$801,000 |
985 |
|
| RAYMOND JAMES & ASSOCIATES |
2798 |
- |
2024-03-31 |
34,463 |
$712,000 |
2,619 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3133 |
- |
2023-12-31 |
33,681 |
$703,000 |
3,089 |
|
| Andesa Financial Management Inc. |
69 |
- |
2022-12-31 |
31,729 |
$640,000 |
21,729 |
|
| Private Advisor Group LLC |
1561 |
- |
2024-03-31 |
22,415 |
$463,000 |
7,351 |
|
| Redwood Investment Management LLC |
298 |
- |
2023-12-31 |
19,604 |
$409,000 |
5,385 |
|
| New Insight Wealth Advisors |
53 |
- |
2024-03-31 |
17,476 |
$361,000 |
1,500 |
|
| COMERICA BANK |
2098 |
- |
2023-12-31 |
14,055 |
$293,000 |
13,000 |
|
| Westside Investment Management Inc. |
181 |
- |
2024-03-31 |
14,000 |
$289,000 |
5,000 |
|
| Joseph Group Capital Management |
53 |
- |
2023-12-31 |
5,908 |
$123,000 |
2,478 |
|
| Geneos Wealth Management Inc. |
967 |
- |
2024-03-31 |
3,250 |
$67,000 |
2,846 |
|
|
30 Records found
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1
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