| |
Institutional
Holders
Total
Institutions:
 |
31  6 |
|
|
Total
shares held :
|
8,278,135 |
|
|
% of shares
held :
|
9.2% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 3 |
|
|
Amount
of shares held :
|
-156,105 |
|
|
% of shares
held change :
|
-0.17% |
|
| 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 |
  Aptus Capital Advisors LLC |
3 |
- |
2023-12-31 |
3,309,386 |
$111,099,000 |
-247,949 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
3 |
- |
2023-12-31 |
1,293,516 |
$43,425,000 |
13,046 |
|
| Sugarloaf Wealth Management LLC |
6 |
- |
2024-03-31 |
731,624 |
$26,309,000 |
41,424 |
|
| FIRST HEARTLAND CONSULTANTS INC |
9 |
- |
2023-12-31 |
485,739 |
$16,307,000 |
9,264 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
594 |
- |
2024-03-31 |
445,335 |
$16,014,000 |
255,160 |
|
| BROGAN FINANCIAL INC. |
4 |
- |
2023-12-31 |
438,778 |
$14,730,000 |
99,119 |
|
| Second Line Capital LLC |
6 |
- |
2023-12-31 |
368,013 |
$12,355,000 |
0 |
|
| Waterloo Capital L.P. |
19 |
- |
2023-12-31 |
272,185 |
$9,138,000 |
686 |
|
| ORG Partners LLC |
25 |
- |
2023-12-31 |
182,031 |
$6,111,000 |
178,647 |
|
| ADVISORY SERVICES NETWORK, LLC |
173 |
- |
2023-12-31 |
160,167 |
$5,377,000 |
19,715 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1848 |
- |
2023-12-31 |
159,389 |
$5,351,000 |
5,570 |
|
| Spotlight Asset Group Inc. |
8 |
- |
2023-12-31 |
138,986 |
$4,215,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
160 |
- |
2024-03-31 |
111,711 |
$4,017,000 |
-8,826 |
|
| TrueWealth Advisors LLC |
18 |
- |
2024-03-31 |
82,443 |
$2,965,000 |
-86,385 |
|
| Park Place Capital Corp |
27 |
*New |
2024-03-31 |
69,116 |
$2,485,000 |
69,116 |
|
| SILVER OAK SECURITIES Inc |
91 |
- |
2023-12-31 |
52,398 |
$1,759,000 |
6,688 |
|
| Integrated Wealth Concepts LLC |
527 |
*New |
2023-12-31 |
51,314 |
$1,723,000 |
51,314 |
|
| MBE Wealth Management LLC |
18 |
- |
2024-03-31 |
38,023 |
$1,367,000 |
-6,026 |
|
| One + One Wealth Management LLC |
36 |
- |
2024-03-31 |
32,303 |
$1,162,000 |
-21,936 |
|
| CITADEL ADVISORS LLC |
3040 |
- |
2023-12-31 |
26,530 |
$891,000 |
4,502 |
|
| LPL FINANCIAL CORP |
3373 |
- |
2023-12-31 |
19,662 |
$660,000 |
1,984 |
|
| Atomi Financial Group Inc. |
245 |
- |
2023-12-31 |
16,205 |
$544,000 |
-223 |
|
| RAYMOND JAMES & ASSOCIATES |
2982 |
- |
2024-03-31 |
14,968 |
$538,000 |
0 |
|
| Advisor Resource Council |
123 |
- |
2024-03-31 |
13,543 |
$455,000 |
1,395 |
|
| Signal Advisors Wealth LLC |
266 |
*New |
2024-03-31 |
6,547 |
$235,000 |
6,547 |
|
| S.C. Financial Services Inc. |
100 |
- |
2022-12-31 |
7,316 |
$227,000 |
-5,627 |
|
| Global Retirement Partners LLC |
913 |
- |
2024-03-31 |
3,970 |
$143,000 |
-1,582 |
|
| J P MORGAN CHASE & CO |
4705 |
- |
2023-12-31 |
1,597 |
$54,000 |
-562 |
|
| ROYAL BANK OF CANADA |
5524 |
- |
2023-12-31 |
787 |
$26,000 |
-54,099 |
|
| UBS Group AG |
5902 |
- |
2023-12-31 |
461 |
$15,000 |
183 |
|
| Capital Investment Advisory Services LLC |
824 |
- |
2024-03-31 |
244 |
$9,000 |
1 |
|
| FLOW TRADERS U.S. LLC |
788 |
*Closed |
2023-12-31 |
0 |
$0 |
-37,190 |
|
| WELLS FARGO & CO/MN |
5967 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Virtue Capital Management LLC |
397 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,364 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6577 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,934 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
1113 |
*Closed |
2024-03-31 |
0 |
$0 |
-51 |
|
|
37 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
