| |
Institutional
Holders
Total
Institutions:
 |
197  8 |
|
|
Total
shares held :
|
22,832,994 |
|
|
% of shares
held :
|
25.37% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -20 |
|
|
Amount
of shares held :
|
901,943 |
|
|
% of shares
held change :
|
1% |
|
| 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 |
  Stuart Chaussee & Associates Inc. |
6 |
- |
2024-03-31 |
155,129 |
$5,892,000 |
0 |
|
| CAPROCK Group Inc. |
78 |
- |
2024-03-31 |
87,754 |
$3,333,000 |
0 |
|
| HBW Advisory Services LLC |
55 |
- |
2024-03-31 |
75,989 |
$2,750,000 |
0 |
|
| Spire Wealth Management |
220 |
- |
2024-03-31 |
65,398 |
$2,484,000 |
0 |
|
| Pillar Wealth Advisors LLC |
17 |
- |
2024-03-31 |
49,620 |
$1,885,000 |
0 |
|
| Berkshire Money Management Inc. |
26 |
- |
2024-03-31 |
44,760 |
$1,700,000 |
0 |
|
| Lakeridge Wealth Management LLC |
22 |
- |
2024-03-31 |
38,311 |
$1,455,000 |
0 |
|
| Keystone Wealth Services LLC |
55 |
- |
2024-03-31 |
35,215 |
$1,337,000 |
0 |
|
| Diligent Investors LLC |
84 |
- |
2024-03-31 |
35,119 |
$1,334,000 |
0 |
|
| Capital Analysts Inc. |
215 |
- |
2023-12-31 |
32,147 |
$1,164,000 |
0 |
|
| STEPHENS INC /AR/ |
514 |
- |
2023-12-31 |
30,653 |
$1,109,000 |
0 |
|
| Fragasso Group Inc. |
114 |
- |
2024-03-31 |
27,134 |
$1,031,000 |
0 |
|
| Wealth Alliance |
158 |
- |
2024-03-31 |
26,955 |
$1,024,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
44 |
- |
2024-03-31 |
26,190 |
$995,000 |
0 |
|
| Cardinal Point Capital Management ULC |
29 |
- |
2024-03-31 |
24,465 |
$929,000 |
0 |
|
| VALMARK ADVISERS INC |
282 |
- |
2024-03-31 |
23,358 |
$887,000 |
0 |
|
| LaSalle St. Investment Advisors LLC |
36 |
- |
2023-09-30 |
25,013 |
$842,000 |
0 |
|
| AdvisorNet Financial Inc |
254 |
- |
2024-03-31 |
18,384 |
$698,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1001 |
- |
2024-03-31 |
17,697 |
$672,000 |
0 |
|
| WPWealth LLP |
34 |
- |
2023-12-31 |
16,034 |
$580,000 |
0 |
|
| Mutual Advisors LLC |
663 |
- |
2024-03-31 |
14,290 |
$543,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
79 |
- |
2024-03-31 |
14,111 |
$536,000 |
0 |
|
| Ausdal Financial Partners Inc. |
268 |
- |
2024-03-31 |
13,361 |
$507,000 |
0 |
|
| Bedel Financial Consulting Inc. |
135 |
- |
2024-03-31 |
13,094 |
$497,000 |
0 |
|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
123 |
- |
2023-12-31 |
13,338 |
$483,000 |
0 |
|
| Visionary Wealth Advisors |
321 |
- |
2023-12-31 |
13,159 |
$476,000 |
0 |
|
| Wealth Management Solutions LLC |
41 |
- |
2023-09-30 |
13,594 |
$458,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
495 |
- |
2024-03-31 |
11,298 |
$429,000 |
0 |
|
| Alliance Wealth Advisors LLC |
72 |
- |
2024-03-31 |
11,200 |
$425,000 |
0 |
|
| Retirement Income Solutions Inc |
90 |
- |
2024-03-31 |
10,869 |
$413,000 |
0 |
|
| Frisch Financial Group Inc. |
75 |
- |
2023-12-31 |
11,229 |
$406,000 |
0 |
|
| ARS Wealth Advisors Group LLC |
104 |
- |
2023-12-31 |
11,144 |
$403,000 |
0 |
|
| NorthCrest Asset Manangement LLC |
409 |
- |
2024-03-31 |
10,429 |
$396,000 |
0 |
|
| Ascent Wealth Partners LLC |
139 |
- |
2024-03-31 |
9,840 |
$374,000 |
0 |
|
| NEUBERGER BERMAN GROUP LLC |
1568 |
- |
2023-12-31 |
10,158 |
$368,000 |
0 |
|
| Vishria Bird Financial Group LLC |
52 |
- |
2024-03-31 |
8,851 |
$336,000 |
0 |
|
| Annis Gardner Whiting Capital Advisors LLC |
113 |
- |
2023-12-31 |
9,161 |
$332,000 |
0 |
|
| MITCHELL CAPITAL MANAGEMENT CO |
108 |
- |
2024-03-31 |
7,766 |
$295,000 |
0 |
|
| RETIREMENT GUYS FORMULA LLC |
111 |
- |
2024-03-31 |
7,163 |
$272,000 |
0 |
|
| Clay Northam Wealth Management LLC |
66 |
- |
2024-03-31 |
6,910 |
$262,000 |
0 |
|
| Epic Trust Investment Advisors LLC |
93 |
- |
2024-03-31 |
6,505 |
$247,000 |
0 |
|
| Krasney Financial LLC |
249 |
- |
2024-03-31 |
6,468 |
$246,000 |
0 |
|
| KMG FIDUCIARY PARTNERS LLC |
228 |
- |
2024-03-31 |
5,939 |
$226,000 |
0 |
|
| Worth Financial Advisory Group LLC |
129 |
- |
2024-03-31 |
5,660 |
$215,000 |
0 |
|
| TFO-TDC LLC |
39 |
- |
2023-12-31 |
4,659 |
$169,000 |
0 |
|
| Integrity Financial Corp /WA |
128 |
- |
2024-03-31 |
3,139 |
$119,000 |
0 |
|
| Capital Investment Advisory Services LLC |
551 |
- |
2024-03-31 |
2,820 |
$107,000 |
0 |
|
| MORGAN STANLEY |
5762 |
- |
2023-12-31 |
2,644 |
$96,000 |
0 |
|
| US BANCORP |
2404 |
- |
2024-03-31 |
2,429 |
$92,000 |
0 |
|
| Geneos Wealth Management Inc. |
876 |
- |
2024-03-31 |
2,422 |
$92,000 |
0 |
|
| Wagner Wealth Management LLC |
143 |
- |
2024-03-31 |
2,000 |
$76,000 |
0 |
|
| AlphaCore Capital LLC |
264 |
- |
2023-12-31 |
1,900 |
$69,000 |
0 |
|
| Castleview Partners LLC |
448 |
- |
2024-03-31 |
618 |
$23,000 |
0 |
|
| Archer Investment Corp |
525 |
- |
2024-03-31 |
495 |
$19,000 |
0 |
|
| Emerald Investment Partners LLC |
415 |
- |
2024-03-31 |
341 |
$13,000 |
0 |
|
| Sunbelt Securities Inc. |
1166 |
- |
2024-03-31 |
345 |
$13,000 |
0 |
|
| Global Retirement Partners LLC |
2326 |
- |
2024-03-31 |
150 |
$6,000 |
0 |
|
| TSFG LLC |
695 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
9108 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
59 Records found
|
1
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