| |
Institutional
Holders
Total
Institutions:
 |
85  5 |
|
|
Total
shares held :
|
3,040,421 |
|
|
% of shares
held :
|
33.78% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -6 |
|
|
Amount
of shares held :
|
-590,127 |
|
|
% of shares
held change :
|
-6.56% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ALTFEST L J & CO INC |
4 |
- |
2024-03-31 |
446,560 |
$25,744,000 |
-31,202 |
|
| Tradition Wealth Management LLC |
24 |
- |
2023-12-31 |
216,366 |
$10,639,000 |
-3,290 |
|
| PERSONAL CFO SOLUTIONS LLC |
15 |
- |
2023-12-31 |
111,158 |
$6,125,000 |
-838 |
|
| Advisor Group Holdings Inc. |
998 |
- |
2024-03-31 |
90,794 |
$5,233,000 |
-122,286 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1134 |
- |
2024-03-31 |
90,450 |
$5,214,000 |
-72,290 |
|
| BB&T CORP |
881 |
- |
2023-12-31 |
84,407 |
$4,651,000 |
-1,560 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1031 |
- |
2024-03-31 |
51,599 |
$2,975,000 |
-12,415 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1471 |
- |
2024-03-31 |
47,144 |
$2,718,000 |
-3,426 |
|
| Strategic Blueprint LLC |
118 |
- |
2024-03-31 |
43,784 |
$2,524,000 |
-407 |
|
| ODonnell Financial Services LLC |
17 |
- |
2024-03-31 |
34,835 |
$2,008,000 |
-14,206 |
|
| Goss Wealth Management LLC |
673 |
- |
2023-12-31 |
33,898 |
$1,902,000 |
-343 |
|
| Sequoia Financial Advisors LLC |
338 |
- |
2024-03-31 |
32,426 |
$1,869,000 |
-1,367 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2523 |
- |
2023-12-31 |
33,012 |
$1,819,000 |
-6,910 |
|
| DHJJ Financial Advisors Ltd. |
35 |
- |
2024-03-31 |
24,609 |
$1,419,000 |
-554 |
|
| FINANCIAL NETWORK |
1181 |
- |
2023-12-31 |
24,595 |
$1,355,000 |
-3,873 |
|
| HIGHTOWER ADVISORS, LLC |
1746 |
- |
2024-03-31 |
18,176 |
$1,048,000 |
-5,725 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1218 |
- |
2024-03-31 |
17,750 |
$1,023,000 |
-3,390 |
|
| Berkshire Money Management Inc. |
35 |
- |
2024-03-31 |
16,208 |
$934,000 |
-165,544 |
|
| AE Wealth Management LLC |
1192 |
- |
2023-12-31 |
15,983 |
$897,000 |
-13,859 |
|
| Cetera Investment Advisers |
1167 |
- |
2023-12-31 |
16,092 |
$887,000 |
-4,830 |
|
| CRA Financial Services LLC |
116 |
- |
2024-03-31 |
9,672 |
$558,000 |
-1,900 |
|
| AdvisorNet Financial Inc |
289 |
- |
2024-03-31 |
9,287 |
$535,000 |
-88,901 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
263 |
- |
2024-03-31 |
8,617 |
$497,000 |
-13,715 |
|
| Capital Analysts Inc. |
320 |
- |
2023-12-31 |
8,344 |
$460,000 |
-582 |
|
| BCS Wealth Management |
154 |
- |
2024-03-31 |
7,176 |
$414,000 |
-377 |
|
| Csenge Advisory Group |
500 |
- |
2024-03-31 |
6,475 |
$373,000 |
-600 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
5,871 |
$324,000 |
-3,194 |
|
| Sunbelt Securities Inc. |
420 |
- |
2024-03-31 |
5,387 |
$311,000 |
-885 |
|
| Leading Edge Financial Planning LLC |
38 |
- |
2024-03-31 |
5,106 |
$294,000 |
-957 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
895 |
- |
2024-03-31 |
5,105 |
$294,000 |
-58,276 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
632 |
- |
2023-12-31 |
4,984 |
$275,000 |
-1,895 |
|
| Stratos Wealth Advisors LLC |
581 |
- |
2024-03-31 |
4,510 |
$260,000 |
-3,720 |
|
| PRW Wealth Management LLC |
85 |
- |
2023-09-30 |
5,000 |
$251,000 |
-13,800 |
|
| Cedar Brook Financial Partners LLC |
368 |
- |
2024-03-31 |
4,201 |
$242,000 |
-2,340 |
|
| CENTAURUS FINANCIAL INC. |
553 |
- |
2023-12-31 |
4,223 |
$233,000 |
-109 |
|
| PFG Advisors |
608 |
- |
2024-03-31 |
3,718 |
$214,000 |
-1,914 |
|
| WEDBUSH MORGAN SECURITIES INC |
968 |
- |
2023-12-31 |
3,647 |
$201,000 |
-400 |
|
| GRADIENT INVESTMENTS LLC |
316 |
- |
2024-03-31 |
2,615 |
$151,000 |
-157,568 |
|
| SILVER OAK SECURITIES Inc |
421 |
- |
2024-03-31 |
1,787 |
$103,000 |
-6,415 |
|
| IFP Advisors Inc |
1282 |
- |
2023-12-31 |
1,578 |
$87,000 |
-3,309 |
|
|
40 Records found
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1
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