|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ALLIANCEBERNSTEIN L.P. |
396 |
- |
2023-12-31 |
3,123,570 |
$102,110,000 |
-49,362 |
|
Miracle Mile Advisors LLC |
27 |
- |
2024-03-31 |
1,205,481 |
$40,492,000 |
-264,124 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
562 |
- |
2024-03-31 |
496,473 |
$16,677,000 |
-103,584 |
|
BKD WEALTH ADVISORS LLC |
57 |
- |
2024-03-31 |
292,293 |
$9,818,000 |
-71 |
|
Bedel Financial Consulting Inc. |
10 |
- |
2024-03-31 |
242,956 |
$8,161,000 |
-7,545 |
|
HIGHTOWER ADVISORS, LLC |
790 |
- |
2024-03-31 |
225,419 |
$7,574,000 |
-149,359 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
601 |
- |
2024-03-31 |
200,229 |
$6,726,000 |
-17,553 |
|
ENVESTNET ASSET MANAGEMENT INC |
1728 |
- |
2023-12-31 |
195,963 |
$6,406,000 |
-41,634 |
|
JANNEY MONTGOMERY SCOTT LLC |
723 |
- |
2024-03-31 |
164,578 |
$5,528,000 |
-10,983 |
|
Beacon Pointe Advisors LLC |
326 |
- |
2023-12-31 |
124,252 |
$4,062,000 |
-11,886 |
|
Pinnacle Wealth Management Group Inc. |
11 |
- |
2024-03-31 |
111,687 |
$3,752,000 |
-240 |
|
LINCOLN NATIONAL CORP |
204 |
- |
2024-03-31 |
109,113 |
$3,665,000 |
-15,009 |
|
Nikulski Financial Inc. |
25 |
- |
2024-03-31 |
102,594 |
$3,446,000 |
-5,275 |
|
FINANCIAL NETWORK |
777 |
- |
2023-12-31 |
95,967 |
$3,137,000 |
-33,361 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
833 |
- |
2024-03-31 |
80,881 |
$2,717,000 |
-35,562 |
|
BB&T CORP |
1161 |
- |
2023-12-31 |
73,321 |
$2,397,000 |
-212 |
|
LAKE STREET FINANCIAL LLC |
82 |
- |
2024-03-31 |
70,502 |
$2,368,000 |
-957 |
|
Brookstone Capital Management |
329 |
- |
2024-03-31 |
70,343 |
$2,363,000 |
-49,905 |
|
CENTAURUS FINANCIAL INC. |
143 |
- |
2023-12-31 |
59,617 |
$1,949,000 |
-1,274 |
|
AE Wealth Management LLC |
913 |
- |
2023-12-31 |
58,278 |
$1,925,000 |
-40,992 |
|
Apollon Wealth Management LLC |
310 |
- |
2024-03-31 |
55,000 |
$1,847,000 |
-300 |
|
Strategic Blueprint LLC |
159 |
- |
2024-03-31 |
54,375 |
$1,826,000 |
-783 |
|
Elmwood Wealth Management Inc. |
29 |
- |
2023-12-31 |
45,482 |
$1,487,000 |
-57,247 |
|
John W. Brooker & Co. CPAs |
37 |
- |
2024-03-31 |
37,750 |
$1,268,000 |
-430 |
|
Patriot Financial Group Insurance Agency LLC |
124 |
- |
2024-03-31 |
36,385 |
$1,222,000 |
-2,601 |
|
Cetera Investment Advisers |
1018 |
- |
2023-12-31 |
35,808 |
$1,171,000 |
-3,498 |
|
DHJJ Financial Advisors Ltd. |
39 |
- |
2024-03-31 |
34,508 |
$1,159,000 |
-21,630 |
|
VALMARK ADVISERS INC |
242 |
- |
2024-03-31 |
34,300 |
$1,152,000 |
-2,795 |
|
Spire Wealth Management |
356 |
- |
2024-03-31 |
32,543 |
$1,093,000 |
-6,594 |
|
WorthPointe LLC |
24 |
- |
2023-12-31 |
33,342 |
$1,090,000 |
-43 |
|
BCS Wealth Management |
67 |
- |
2024-03-31 |
31,972 |
$1,074,000 |
-25,634 |
|
PALO ALTO WEALTH ADVISORS LLC |
20 |
- |
2024-03-31 |
30,866 |
$1,037,000 |
-460 |
|
WPWealth LLP |
25 |
- |
2023-12-31 |
29,340 |
$959,000 |
-4,111 |
|
Lineweaver Wealth Advisors LLC |
81 |
- |
2024-03-31 |
27,972 |
$940,000 |
-4,204 |
|
Sound View Wealth Advisors Group LLC |
167 |
- |
2024-03-31 |
27,586 |
$927,000 |
-2,490 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
75 |
- |
2024-03-31 |
27,462 |
$922,000 |
-632 |
|
H D Vest Advisory Services |
832 |
- |
2024-03-31 |
23,945 |
$804,000 |
-1,841 |
|
Atria Wealth Solutions Inc. |
963 |
- |
2023-12-31 |
24,274 |
$794,000 |
-4,900 |
|
Main Street Financial Solutions LLC |
259 |
- |
2024-03-31 |
19,686 |
$661,000 |
-36 |
|
Foundations Investment Advisors LLC |
376 |
- |
2023-12-31 |
19,520 |
$645,000 |
-1,968 |
|
InterOcean Capital Group LLC |
277 |
- |
2023-12-31 |
15,900 |
$520,000 |
-11,391 |
|
Alera Investment Advisors LLC |
115 |
- |
2024-03-31 |
15,430 |
$518,000 |
-2,904 |
|
Visionary Wealth Advisors |
307 |
- |
2023-12-31 |
15,642 |
$511,000 |
-2,362 |
|
IFP Advisors Inc |
569 |
- |
2023-12-31 |
15,016 |
$491,000 |
-750 |
|
OLD MISSION CAPITAL LLC |
633 |
- |
2023-12-31 |
14,437 |
$472,000 |
-345 |
|
ADVISORY SERVICES NETWORK, LLC |
984 |
- |
2024-03-31 |
13,885 |
$466,000 |
-540 |
|
CLS INVESTMENT FIRM LLC |
1010 |
- |
2022-12-31 |
16,409 |
$461,000 |
-84 |
|
SRS Capital Advisors Inc. |
167 |
- |
2023-12-31 |
13,967 |
$457,000 |
-20 |
|
Clay Northam Wealth Management LLC |
43 |
- |
2024-03-31 |
13,365 |
$449,000 |
-450 |
|
MILESTONE ASSET MANAGEMENT LLC |
113 |
- |
2024-03-31 |
13,350 |
$448,000 |
-5,627 |
|
Orion Capital Management LLC |
72 |
- |
2024-03-31 |
13,350 |
$448,000 |
-200 |
|
RAYMOND JAMES & ASSOCIATES |
3089 |
- |
2024-03-31 |
13,167 |
$442,000 |
-7,349 |
|
Sigma Planning Corp |
799 |
- |
2024-03-31 |
13,135 |
$441,000 |
-6,524 |
|
Advisory Alpha LLC |
241 |
- |
2024-03-31 |
12,365 |
$415,000 |
-1,475 |
|
NATIONAL ASSET MANAGEMENT, INC. |
932 |
- |
2023-12-31 |
11,982 |
$392,000 |
-5,649 |
|
RETIREMENT GUYS FORMULA LLC |
102 |
- |
2024-03-31 |
11,647 |
$391,000 |
-30 |
|
Castleview Partners LLC |
113 |
- |
2024-03-31 |
11,079 |
$372,000 |
-861 |
|
YARGER WEALTH STRATEGIES LLC |
56 |
- |
2024-03-31 |
10,958 |
$368,000 |
-70 |
|
CRA Financial Services LLC |
170 |
- |
2024-03-31 |
9,365 |
$315,000 |
-750 |
|
My Personal CFO LLC |
80 |
- |
2024-03-31 |
8,931 |
$300,000 |
-672 |
|
Carnick & Kubik Group LLC |
191 |
- |
2024-03-31 |
7,966 |
$268,000 |
-281,094 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
816 |
- |
2024-03-31 |
7,876 |
$265,000 |
-7,815 |
|
Resources Investment Advisors Inc. |
993 |
- |
2024-03-31 |
6,810 |
$229,000 |
-200 |
|
PRINCIPAL SECURITIES INC. |
958 |
- |
2024-03-31 |
6,615 |
$222,000 |
-22,621 |
|
Global Trust Asset Management LLC |
467 |
- |
2024-03-31 |
0 |
$0 |
-600 |
|
|
65 Records found
|
1
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