| |
Institutional
Holders
Total
Institutions:
 |
72  8 |
|
|
Total
shares held :
|
6,464,198 |
|
|
% of shares
held :
|
7.18% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
|
Amount
of shares held :
|
213,394 |
|
|
% of shares
held change :
|
0.24% |
|
| 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 |
900 |
- |
2023-12-31 |
979,785 |
$38,389,000 |
151,783 |
|
| MORGAN STANLEY |
2287 |
- |
2023-12-31 |
731,735 |
$28,669,000 |
151,563 |
|
| H D Vest Advisory Services |
66 |
- |
2024-03-31 |
596,693 |
$25,401,000 |
292,177 |
|
| WELLS FARGO & CO/MN |
1050 |
- |
2024-03-31 |
536,006 |
$22,818,000 |
104,449 |
|
| LPL FINANCIAL CORP |
1024 |
- |
2024-03-31 |
392,045 |
$16,689,000 |
29,120 |
|
| Stonehearth Capital Management LLC |
5 |
- |
2024-03-31 |
330,054 |
$14,050,000 |
2,577 |
|
| UBS Group AG |
1282 |
- |
2023-12-31 |
347,765 |
$13,625,000 |
21,740 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
544 |
- |
2023-12-31 |
311,887 |
$12,220,000 |
88,577 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
761 |
- |
2024-03-31 |
257,406 |
$10,958,000 |
18,335 |
|
| ROYAL BANK OF CANADA |
1720 |
- |
2023-12-31 |
167,993 |
$6,582,000 |
21,983 |
|
| RAYMOND JAMES & ASSOCIATES |
1404 |
- |
2024-03-31 |
151,838 |
$6,464,000 |
75,730 |
|
| Fiduciary Planning LLC |
10 |
- |
2024-03-31 |
150,083 |
$6,389,000 |
5,646 |
|
| STIFEL FINANCIAL CORP |
1013 |
- |
2023-12-31 |
151,174 |
$5,923,000 |
7,217 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1083 |
- |
2024-03-31 |
134,193 |
$5,713,000 |
3,825 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
248 |
- |
2024-03-31 |
90,679 |
$3,860,000 |
17,733 |
|
| SHEETS SMITH & ASSOCIATES INC |
64 |
- |
2024-03-31 |
84,302 |
$3,589,000 |
57,577 |
|
| CASTLE WEALTH MANAGEMENT LLC |
27 |
- |
2024-03-31 |
63,163 |
$2,689,000 |
1,449 |
|
| Premier Path Wealth Partners LLC |
40 |
- |
2024-03-31 |
60,803 |
$2,663,000 |
23,562 |
|
| J P MORGAN CHASE & CO |
2965 |
- |
2024-03-31 |
48,628 |
$2,070,000 |
9,697 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2481 |
- |
2023-12-31 |
49,701 |
$1,947,000 |
15,223 |
|
| BROWN ADVISORY HOLDINGS INC |
657 |
- |
2024-03-31 |
43,385 |
$1,847,000 |
105 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
215 |
- |
2023-12-31 |
46,201 |
$1,810,000 |
23,930 |
|
| Park Edge Advisors LLC |
29 |
- |
2024-03-31 |
35,505 |
$1,511,000 |
314 |
|
| MML INVESTORS SERVICES LLC |
1189 |
- |
2023-12-31 |
34,216 |
$1,341,000 |
23,889 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
887 |
- |
2023-09-30 |
37,201 |
$1,306,000 |
9,888 |
|
| Gladstone Institutional Advisory LLC |
256 |
- |
2023-12-31 |
33,294 |
$1,304,000 |
1,688 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1648 |
- |
2024-03-31 |
25,887 |
$1,102,000 |
2,290 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
189 |
- |
2024-03-31 |
25,067 |
$1,067,000 |
3,703 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2651 |
- |
2024-03-31 |
21,813 |
$929,000 |
9,320 |
|
| Sigma Planning Corp |
533 |
- |
2024-03-31 |
20,789 |
$885,000 |
10,868 |
|
| Stratos Wealth Partners LTD. |
693 |
- |
2024-03-31 |
19,669 |
$837,000 |
396 |
|
| Secure Asset Management LLC |
113 |
- |
2024-03-31 |
17,816 |
$758,000 |
4,456 |
|
| Kestra Advisory Services LLC |
1485 |
- |
2023-12-31 |
13,482 |
$528,000 |
578 |
|
| Capital Advisors Ltd. LLC |
202 |
- |
2024-03-31 |
8,280 |
$352,000 |
3 |
|
| Mutual Advisors LLC |
825 |
- |
2024-03-31 |
7,673 |
$327,000 |
1,962 |
|
| PFG Advisors |
595 |
- |
2024-03-31 |
5,353 |
$228,000 |
172 |
|
| IFP Advisors Inc |
1613 |
- |
2023-12-31 |
988 |
$39,000 |
3 |
|
| HARBOUR INVESTMENTS INC. |
1583 |
- |
2023-12-31 |
950 |
$37,000 |
250 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2380 |
- |
2023-12-31 |
488 |
$19,000 |
49 |
|
| TOWER RESEARCH CAPITAL LLC |
3716 |
- |
2023-12-31 |
459 |
$18,000 |
459 |
|
| FMR LLC |
4188 |
- |
2023-12-31 |
184 |
$7,000 |
9 |
|
| Venturi Wealth Management LLC |
1160 |
- |
2024-03-31 |
69 |
$3,000 |
3 |
|
|
42 Records found
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1
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