|
Institutional
Holders
Total
Institutions:
|
59 2 |
|
Total
shares held :
|
5,914,383 |
|
% of shares
held :
|
4.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
315,891 |
|
% of shares
held change :
|
0.24% |
|
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 |
ODonnell Financial Services LLC |
14 |
- |
2024-03-31 |
249,744 |
$5,094,000 |
17,845 |
|
Kestra Advisory Services LLC |
539 |
- |
2024-03-31 |
235,064 |
$4,794,000 |
3,701 |
|
ATRIA INVESTMENTS LLC |
356 |
- |
2024-03-31 |
229,418 |
$4,679,000 |
22,557 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
57 |
- |
2024-03-31 |
196,453 |
$4,007,000 |
11,411 |
|
MAGNOLIA CAPITAL ADVISORS LLC |
7 |
- |
2024-03-31 |
174,765 |
$3,474,000 |
2,750 |
|
Goss Wealth Management LLC |
519 |
- |
2024-03-31 |
159,637 |
$3,256,000 |
19,729 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
807 |
- |
2024-03-31 |
146,156 |
$2,981,000 |
421 |
|
ENVESTNET ASSET MANAGEMENT INC |
2437 |
- |
2024-03-31 |
120,868 |
$2,465,000 |
5,726 |
|
Cetera Investment Advisers |
1744 |
- |
2024-03-31 |
74,886 |
$1,527,000 |
74,886 |
|
PFG Advisors |
287 |
- |
2024-03-31 |
49,002 |
$999,000 |
3,150 |
|
MULTIFINANCIAL SECURITIES CORP |
1211 |
- |
2024-03-31 |
44,375 |
$905,000 |
721 |
|
BB&T CORP |
2365 |
- |
2024-03-31 |
11,988 |
$244,000 |
549 |
|
WealthBridge Capital Management LLC |
172 |
- |
2024-03-31 |
10,983 |
$224,000 |
228 |
|
Gallagher Fiduciary Advisors LLC |
182 |
- |
2024-03-31 |
10,461 |
$213,000 |
5 |
|
Steward Partners Investment Advisory LLC |
1636 |
- |
2024-03-31 |
6,264 |
$128,000 |
2,534 |
|
UBS Group AG |
4977 |
- |
2024-03-31 |
5,669 |
$116,000 |
4,824 |
|
Financial Perspectives Inc |
228 |
- |
2024-03-31 |
3,828 |
$78,000 |
56 |
|
BANK OF MONTREAL /CAN/ |
2973 |
- |
2024-03-31 |
3,084 |
$63,000 |
13 |
|
Coastal Investment Advisors Inc. |
721 |
- |
2024-03-31 |
365 |
$7,000 |
365 |
|
FMR LLC |
5503 |
- |
2024-03-31 |
5 |
$0 |
4 |
|
|
20 Records found
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1
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