| |
Institutional
Holders
Total
Institutions:
 |
142  3 |
|
|
Total
shares held :
|
11,291,632 |
|
|
% of shares
held :
|
9.65% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-52 |
|
|
Amount
of shares held :
|
-1,752,714 |
|
|
% of shares
held change :
|
-1.5% |
|
| 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 |
  McAdam LLC |
31 |
- |
2024-03-31 |
236,803 |
$8,174,000 |
0 |
|
| Castle Rock Wealth Management LLC |
54 |
- |
2023-12-31 |
48,004 |
$1,594,000 |
0 |
|
| Cardinal Point Capital Management ULC |
26 |
- |
2024-03-31 |
35,240 |
$1,216,000 |
0 |
|
| Berkshire Money Management Inc. |
32 |
- |
2024-03-31 |
31,096 |
$1,073,000 |
0 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
346 |
- |
2023-12-31 |
23,785 |
$794,000 |
0 |
|
| Fragasso Group Inc. |
135 |
- |
2024-03-31 |
22,494 |
$776,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
1517 |
- |
2023-12-31 |
20,243 |
$676,000 |
0 |
|
| Garden State Investment Advisory Services LLC |
90 |
- |
2023-12-31 |
18,050 |
$603,000 |
0 |
|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
114 |
- |
2023-12-31 |
16,716 |
$558,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
179 |
- |
2022-12-31 |
15,335 |
$456,000 |
0 |
|
| SRS Capital Advisors Inc. |
172 |
- |
2023-12-31 |
13,332 |
$445,000 |
0 |
|
| VALMARK ADVISERS INC |
397 |
- |
2024-03-31 |
12,494 |
$431,000 |
0 |
|
| Orion Capital Management LLC |
75 |
- |
2024-03-31 |
12,070 |
$417,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
11,750 |
$392,000 |
0 |
|
| BMS Financial Advisors LLC |
75 |
- |
2023-06-30 |
12,000 |
$380,000 |
0 |
|
| Pillar Wealth Advisors LLC |
56 |
- |
2024-03-31 |
10,850 |
$375,000 |
0 |
|
| Clay Northam Wealth Management LLC |
51 |
- |
2024-03-31 |
10,655 |
$368,000 |
0 |
|
| BCGM Wealth Management LLC |
107 |
- |
2024-03-31 |
10,414 |
$359,000 |
0 |
|
| H D Vest Advisory Services |
1201 |
- |
2024-03-31 |
10,332 |
$357,000 |
0 |
|
| WorthPointe LLC |
53 |
- |
2023-12-31 |
9,724 |
$325,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
95 |
- |
2024-03-31 |
8,909 |
$308,000 |
0 |
|
| TFO-TDC LLC |
32 |
- |
2023-12-31 |
8,977 |
$300,000 |
0 |
|
| RETIREMENT PLANNING GROUP |
184 |
- |
2024-03-31 |
7,978 |
$275,000 |
0 |
|
| Retirement Income Solutions Inc |
116 |
- |
2024-03-31 |
7,938 |
$274,000 |
0 |
|
| Diligent Investors LLC |
275 |
- |
2024-03-31 |
7,500 |
$259,000 |
0 |
|
| CONTINUUM WEALTH ADVISORS LLC |
43 |
- |
2023-12-31 |
7,494 |
$250,000 |
0 |
|
| Capital Analysts Inc. |
396 |
- |
2023-12-31 |
7,282 |
$243,000 |
0 |
|
| Alera Investment Advisors LLC |
158 |
- |
2024-03-31 |
6,455 |
$223,000 |
0 |
|
| Integrity Financial Corp /WA |
104 |
- |
2024-03-31 |
6,398 |
$221,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
423 |
- |
2024-03-31 |
5,580 |
$193,000 |
0 |
|
| Wagner Wealth Management LLC |
152 |
- |
2024-03-31 |
1,990 |
$69,000 |
0 |
|
| CWM LLC |
2210 |
- |
2024-03-31 |
1,593 |
$55,000 |
0 |
|
| CITY HOLDING CO |
314 |
- |
2024-03-31 |
1,500 |
$52,000 |
0 |
|
| AdvisorNet Financial Inc |
826 |
- |
2024-03-31 |
1,370 |
$47,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1718 |
- |
2024-03-31 |
975 |
$34,000 |
0 |
|
| Capital Investment Advisory Services LLC |
780 |
- |
2024-03-31 |
446 |
$15,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2595 |
- |
2023-12-31 |
394 |
$13,000 |
0 |
|
| AllSquare Wealth Management LLC |
359 |
- |
2024-03-31 |
350 |
$12,000 |
0 |
|
| Emerald Investment Partners LLC |
421 |
- |
2024-03-31 |
330 |
$11,000 |
0 |
|
| TSFG LLC |
699 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
5601 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
41 Records found
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1
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