| |
Institutional
Holders
Total
Institutions:
 |
163  20 |
|
|
Total
shares held :
|
19,020,962 |
|
|
% of shares
held :
|
84.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
63 |
|
|
Amount
of shares held :
|
5,064,888 |
|
|
% of shares
held change :
|
22.51% |
|
| 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 |
  Steward Partners Investment Advisory LLC |
448 |
- |
2023-12-31 |
70,295 |
$2,467,000 |
0 |
|
| AlphaCore Capital LLC |
56 |
- |
2023-12-31 |
65,800 |
$2,310,000 |
0 |
|
| Retirement Income Solutions Inc |
32 |
- |
2024-03-31 |
51,272 |
$1,876,000 |
0 |
|
| Diligent Investors LLC |
43 |
- |
2024-03-31 |
51,232 |
$1,875,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
31 |
- |
2024-03-31 |
47,728 |
$1,747,000 |
0 |
|
| Weaver Consulting Group |
44 |
- |
2024-03-31 |
43,466 |
$1,591,000 |
0 |
|
| Pinnacle Wealth Management Group Inc. |
30 |
- |
2024-03-31 |
33,570 |
$1,229,000 |
0 |
|
| Steward Financial Group LLC |
21 |
- |
2023-09-30 |
36,120 |
$1,168,000 |
0 |
|
| Wealth Alliance |
150 |
- |
2024-03-31 |
29,499 |
$1,080,000 |
0 |
|
| VALMARK ADVISERS INC |
252 |
- |
2024-03-31 |
29,257 |
$1,071,000 |
0 |
|
| Keystone Wealth Services LLC |
82 |
- |
2024-03-31 |
26,505 |
$970,000 |
0 |
|
| Southland Equity Partners LLC |
66 |
- |
2024-03-31 |
26,321 |
$963,000 |
0 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
239 |
- |
2024-03-31 |
26,147 |
$957,000 |
0 |
|
| Orion Capital Management LLC |
51 |
- |
2024-03-31 |
20,500 |
$750,000 |
0 |
|
| AdvisorNet Financial Inc |
249 |
- |
2024-03-31 |
19,998 |
$732,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
71 |
- |
2024-03-31 |
18,283 |
$669,000 |
0 |
|
| Csenge Advisory Group |
355 |
- |
2024-03-31 |
18,186 |
$666,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
1528 |
- |
2023-12-31 |
18,812 |
$660,000 |
0 |
|
| FINANCIAL ARCHITECTS INC |
184 |
- |
2023-06-30 |
18,799 |
$626,000 |
0 |
|
| Evolution Wealth Advisors LLC |
77 |
- |
2024-03-31 |
14,305 |
$524,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
66 |
- |
2023-09-30 |
14,723 |
$476,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
13,250 |
$465,000 |
0 |
|
| Cypress Wealth Services LLC |
161 |
- |
2024-03-31 |
11,483 |
$420,000 |
0 |
|
| MODERA WEALTH MANAGEMENT, LLC |
407 |
- |
2023-12-31 |
11,531 |
$405,000 |
0 |
|
| Integrated Wealth Concepts LLC |
1153 |
- |
2023-12-31 |
10,160 |
$357,000 |
0 |
|
| Phoenix Wealth Advisors |
86 |
- |
2024-03-31 |
9,560 |
$350,000 |
0 |
|
| Certified Advisory Corp |
213 |
- |
2024-03-31 |
9,249 |
$338,000 |
0 |
|
| XML Financial LLC |
258 |
- |
2023-12-31 |
9,309 |
$327,000 |
0 |
|
| TFO-TDC LLC |
31 |
- |
2023-12-31 |
8,710 |
$306,000 |
0 |
|
| Ausdal Financial Partners Inc. |
368 |
- |
2024-03-31 |
8,327 |
$305,000 |
0 |
|
| Belpointe Asset Management LLC |
587 |
- |
2024-03-31 |
8,172 |
$299,000 |
0 |
|
| Mutual Advisors LLC |
861 |
- |
2024-03-31 |
8,110 |
$297,000 |
0 |
|
| MITCHELL CAPITAL MANAGEMENT CO |
110 |
- |
2024-03-31 |
7,978 |
$292,000 |
0 |
|
| Chicago Partners Investment Group LLC |
579 |
- |
2024-03-31 |
8,001 |
$290,000 |
0 |
|
| CI Private Wealth LLC |
1944 |
- |
2024-03-31 |
7,284 |
$267,000 |
0 |
|
| Clay Northam Wealth Management LLC |
68 |
- |
2024-03-31 |
7,050 |
$258,000 |
0 |
|
| Bedel Financial Consulting Inc. |
218 |
- |
2024-03-31 |
6,950 |
$254,000 |
0 |
|
| BCGM Wealth Management LLC |
133 |
- |
2024-03-31 |
6,628 |
$243,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
541 |
- |
2023-12-31 |
6,559 |
$230,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
689 |
- |
2023-12-31 |
6,245 |
$219,000 |
0 |
|
| Nikulski Financial Inc. |
128 |
- |
2024-03-31 |
5,700 |
$209,000 |
0 |
|
| Archer Investment Corp |
246 |
- |
2024-03-31 |
4,100 |
$150,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
276 |
- |
2024-03-31 |
2,360 |
$86,000 |
0 |
|
| Wagner Wealth Management LLC |
149 |
- |
2024-03-31 |
1,980 |
$72,000 |
0 |
|
| EverSource Wealth Advisors LLC |
766 |
- |
2023-12-31 |
1,985 |
$70,000 |
0 |
|
| Evergreen Private Wealth LLC |
108 |
- |
2024-03-31 |
1,767 |
$65,000 |
0 |
|
| Emerald Investment Partners LLC |
349 |
- |
2024-03-31 |
1,416 |
$52,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
748 |
- |
2024-03-31 |
1,250 |
$46,000 |
0 |
|
| Geneos Wealth Management Inc. |
1399 |
- |
2024-03-31 |
500 |
$18,000 |
0 |
|
| Castleview Partners LLC |
500 |
- |
2024-03-31 |
423 |
$15,000 |
0 |
|
| NBC SECURITIES INC. |
1653 |
- |
2024-03-31 |
292 |
$11,000 |
0 |
|
| Capital Investment Advisory Services LLC |
915 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
9088 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
53 Records found
|
1
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