| |
Institutional
Holders
Total
Institutions:
 |
93  2 |
|
|
Total
shares held :
|
5,874,913 |
|
|
% of shares
held :
|
65.28% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
-299,337 |
|
|
% of shares
held change :
|
 -3.33% |
|
| 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 |
  LPL FINANCIAL CORP |
436 |
- |
2023-12-31 |
602,426 |
$60,676,000 |
11,711 |
|
| CREATIVE PLANNING |
215 |
- |
2023-12-31 |
231,684 |
$23,335,000 |
9,209 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
534 |
- |
2024-03-31 |
170,187 |
$18,492,000 |
9,993 |
|
| Arden Trust Co |
16 |
- |
2024-03-31 |
134,388 |
$14,602,000 |
696 |
|
| MARINER WEALTH ADVISORS, LLC |
420 |
- |
2023-12-31 |
120,117 |
$12,098,000 |
16,910 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1586 |
- |
2023-12-31 |
78,082 |
$7,864,000 |
842 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
56,127 |
$6,099,000 |
5,558 |
|
| IHT Wealth Management LLC |
83 |
- |
2023-12-31 |
60,175 |
$6,061,000 |
2,504 |
|
| RAYMOND JAMES & ASSOCIATES |
1474 |
- |
2024-03-31 |
53,943 |
$5,861,000 |
4,007 |
|
| BANK OF AMERICA CORP /DE/ |
3131 |
- |
2023-12-31 |
34,061 |
$3,431,000 |
3,322 |
|
| Integrated Wealth Concepts LLC |
392 |
- |
2023-12-31 |
25,422 |
$2,561,000 |
674 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1623 |
- |
2024-03-31 |
22,853 |
$2,483,000 |
1,138 |
|
| MML INVESTORS SERVICES LLC |
1064 |
- |
2023-12-31 |
17,349 |
$1,747,000 |
1,737 |
|
| LEAVELL T & ASSOCIATES INC |
194 |
- |
2024-03-31 |
15,490 |
$1,683,000 |
274 |
|
| Baird Financial Group Inc. |
1035 |
- |
2023-12-31 |
14,014 |
$1,411,000 |
207 |
|
| FINANCIAL NETWORK |
1159 |
- |
2023-12-31 |
13,869 |
$1,397,000 |
76 |
|
| Kingsview Wealth Management LLC |
423 |
- |
2023-12-31 |
11,521 |
$1,160,000 |
3,366 |
|
| Horizon Wealth Management LLC |
26 |
- |
2024-03-31 |
10,631 |
$1,155,000 |
884 |
|
| FMA Wealth Management LLC |
|
- |
2024-03-31 |
10,510 |
$1,142,000 |
2,987 |
|
| Capital Asset Advisory Services LLC |
137 |
- |
2024-03-31 |
8,748 |
$939,000 |
789 |
|
| Strategic Financial Concepts LLC |
110 |
- |
2024-03-31 |
8,194 |
$890,000 |
8,194 |
|
| H D Vest Advisory Services |
788 |
- |
2023-12-31 |
8,094 |
$815,000 |
102 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
400 |
- |
2023-12-31 |
7,959 |
$802,000 |
518 |
|
| Fifth Third Securities Inc. |
170 |
- |
2024-03-31 |
7,349 |
$799,000 |
156 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1944 |
- |
2024-03-31 |
6,757 |
$734,000 |
127 |
|
| BB&T CORP |
1742 |
- |
2023-12-31 |
7,233 |
$729,000 |
1,735 |
|
| TITLEIST ASSET MANAGEMENT LTD. |
117 |
- |
2022-12-31 |
7,403 |
$694,000 |
1,584 |
|
| ESSEX FINANCIAL SERVICES INC |
299 |
- |
2024-03-31 |
5,266 |
$572,000 |
801 |
|
| RFG Advisory Group LLC |
489 |
- |
2024-03-31 |
4,925 |
$535,000 |
226 |
|
| Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
5,161 |
$520,000 |
9 |
|
| Gladstone Institutional Advisory LLC |
474 |
- |
2023-12-31 |
3,743 |
$377,000 |
375 |
|
| Rodgers & Associates LTD |
73 |
- |
2023-12-31 |
3,238 |
$326,000 |
98 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
503 |
- |
2023-12-31 |
2,481 |
$249,000 |
9 |
|
| Financial Freedom LLC |
92 |
- |
2024-03-31 |
2,154 |
$234,000 |
7 |
|
| FLOW TRADERS U.S. LLC |
624 |
- |
2023-12-31 |
2,206 |
$222,000 |
2,206 |
|
| Atria Wealth Solutions Inc. |
1715 |
- |
2023-12-31 |
2,110 |
$213,000 |
2,110 |
|
| Newbridge Financial Services Group Inc. |
190 |
- |
2024-03-31 |
1,865 |
$203,000 |
950 |
|
| Cornerstone Planning Group LLC |
86 |
- |
2023-12-31 |
1,842 |
$186,000 |
1,010 |
|
| MORGAN STANLEY |
5690 |
- |
2023-12-31 |
1,160 |
$117,000 |
252 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1296 |
- |
2024-03-31 |
437 |
$47,000 |
109 |
|
| Tyler-Stone Wealth Management |
387 |
- |
2023-12-31 |
401 |
$40,000 |
241 |
|
|
41 Records found
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1
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