| |
Institutional
Holders
Total
Institutions:
 |
152  5 |
|
|
Total
shares held :
|
12,995,725 |
|
|
% of shares
held :
|
84.57% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-55 |
|
|
Amount
of shares held :
|
-1,338,504 |
|
|
% of shares
held change :
|
-8.71% |
|
| 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 |
  CAPTRUST FINANCIAL ADVISORS |
889 |
- |
2023-12-31 |
63,725 |
$2,083,000 |
0 |
|
| Diligent Investors LLC |
73 |
- |
2024-03-31 |
44,898 |
$1,508,000 |
0 |
|
| CITY HOLDING CO |
113 |
- |
2024-03-31 |
42,700 |
$1,434,000 |
0 |
|
| Castle Rock Wealth Management LLC |
72 |
- |
2023-12-31 |
37,929 |
$1,234,000 |
0 |
|
| Pillar Wealth Advisors LLC |
30 |
- |
2024-03-31 |
32,304 |
$1,085,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
56 |
- |
2024-03-31 |
27,368 |
$919,000 |
0 |
|
| Wealth Alliance |
174 |
- |
2024-03-31 |
26,437 |
$888,000 |
0 |
|
| Valtinson Bruner Financial Planning LLC |
55 |
- |
2024-03-31 |
26,115 |
$877,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
47 |
- |
2023-09-30 |
25,839 |
$791,000 |
0 |
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
287 |
- |
2024-03-31 |
22,300 |
$729,000 |
0 |
|
| Pensionmark Financial Group LLC |
181 |
- |
2023-12-31 |
21,634 |
$707,000 |
0 |
|
| Straight Path Wealth Management |
28 |
- |
2024-03-31 |
20,701 |
$695,000 |
0 |
|
| M HOLDINGS SECURITIES, INC. |
147 |
- |
2023-12-31 |
20,171 |
$659,000 |
0 |
|
| Sequoia Financial Advisors LLC |
610 |
- |
2024-03-31 |
18,774 |
$631,000 |
0 |
|
| Schulz Wealth LTD. |
28 |
- |
2024-03-31 |
15,515 |
$521,000 |
0 |
|
| Waterloo Capital L.P. |
225 |
- |
2023-12-31 |
13,925 |
$455,000 |
0 |
|
| Retirement Income Solutions Inc |
85 |
- |
2024-03-31 |
13,545 |
$455,000 |
0 |
|
| Garden State Investment Advisory Services LLC |
128 |
- |
2023-12-31 |
11,520 |
$377,000 |
0 |
|
| Mutual Advisors LLC |
811 |
- |
2024-03-31 |
10,397 |
$349,000 |
0 |
|
| CONTINUUM WEALTH ADVISORS LLC |
38 |
- |
2023-12-31 |
8,854 |
$289,000 |
0 |
|
| Chicago Partners Investment Group LLC |
595 |
- |
2024-03-31 |
8,173 |
$270,000 |
0 |
|
| TFO-TDC LLC |
33 |
- |
2023-12-31 |
7,857 |
$257,000 |
0 |
|
| PFG Advisors |
575 |
- |
2024-03-31 |
7,230 |
$243,000 |
0 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
823 |
- |
2023-12-31 |
7,033 |
$230,000 |
0 |
|
| Compass Advisory Group LLC |
73 |
- |
2024-03-31 |
6,750 |
$227,000 |
0 |
|
| Cape Investment Advisory Inc. |
170 |
- |
2023-12-31 |
4,865 |
$159,000 |
0 |
|
| Integrity Financial Corp /WA |
126 |
- |
2024-03-31 |
3,710 |
$125,000 |
0 |
|
| Steward Financial Group LLC |
94 |
- |
2023-09-30 |
3,469 |
$106,000 |
0 |
|
| Sunbelt Securities Inc. |
712 |
- |
2024-03-31 |
2,818 |
$95,000 |
0 |
|
| Capital Analysts Inc. |
535 |
- |
2023-12-31 |
2,891 |
$95,000 |
0 |
|
| GHP INVESTMENT ADVISORS INC |
439 |
- |
2024-03-31 |
2,750 |
$92,000 |
0 |
|
| Wagner Wealth Management LLC |
155 |
- |
2024-03-31 |
2,000 |
$67,000 |
0 |
|
| MORGAN STANLEY |
5884 |
- |
2023-12-31 |
1,873 |
$61,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1904 |
- |
2023-12-31 |
1,791 |
$59,000 |
0 |
|
| Emerald Investment Partners LLC |
368 |
- |
2024-03-31 |
1,017 |
$34,000 |
0 |
|
| Sound Income Strategies LLC |
612 |
- |
2024-03-31 |
529 |
$18,000 |
0 |
|
| Global Retirement Partners LLC |
1942 |
- |
2024-03-31 |
430 |
$14,000 |
0 |
|
| Legend Financial Advisors Inc. |
137 |
- |
2024-03-31 |
283 |
$10,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3212 |
- |
2023-12-31 |
300 |
$10,000 |
0 |
|
| Capital Investment Advisory Services LLC |
891 |
- |
2024-03-31 |
80 |
$3,000 |
0 |
|
| Larson Financial Group LLC |
1464 |
- |
2024-03-31 |
19 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
5604 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
42 Records found
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1
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