|
Institutional
Holders
Total
Institutions:
|
49 6 |
|
Total
shares held :
|
4,396,315 |
|
% of shares
held :
|
48.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
695,219 |
|
% of shares
held change :
|
7.72% |
|
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 |
Advisory Resource Group |
1 |
- |
2023-12-31 |
1,186,641 |
$39,218,000 |
4,486 |
|
Stratos Wealth Partners LTD. |
29 |
- |
2024-03-31 |
927,782 |
$33,215,000 |
107,476 |
|
LPL FINANCIAL CORP |
965 |
- |
2024-03-31 |
530,335 |
$18,986,000 |
85,750 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
481 |
- |
2024-03-31 |
260,693 |
$9,333,000 |
79,955 |
|
RAYMOND JAMES & ASSOCIATES |
1255 |
- |
2024-03-31 |
237,587 |
$8,506,000 |
76,193 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
977 |
- |
2024-03-31 |
186,775 |
$6,687,000 |
33,642 |
|
Fortress Wealth Management Inc. |
13 |
- |
2024-03-31 |
127,367 |
$4,560,000 |
7,451 |
|
MY Wealth Management Inc. |
11 |
- |
2023-12-31 |
117,483 |
$3,883,000 |
8,847 |
|
MARINER WEALTH ADVISORS, LLC |
808 |
- |
2023-12-31 |
108,478 |
$3,585,000 |
3,043 |
|
BlackDiamond Wealth Management Inc. |
5 |
- |
2023-12-31 |
101,267 |
$3,468,000 |
347 |
|
Empire Financial Management Company LLC |
17 |
- |
2023-12-31 |
92,645 |
$3,062,000 |
2,016 |
|
ENVESTNET ASSET MANAGEMENT INC |
2283 |
- |
2023-12-31 |
80,409 |
$2,658,000 |
7,322 |
|
ROYAL BANK OF CANADA |
2380 |
- |
2023-12-31 |
76,037 |
$2,513,000 |
67,749 |
|
Chicago Partners Investment Group LLC |
184 |
- |
2024-03-31 |
67,386 |
$2,335,000 |
12,768 |
|
JANNEY MONTGOMERY SCOTT LLC |
1095 |
- |
2024-03-31 |
62,912 |
$2,252,000 |
31,299 |
|
MML INVESTORS SERVICES LLC |
1095 |
- |
2023-12-31 |
50,734 |
$1,677,000 |
11,015 |
|
Integrated Wealth Concepts LLC |
589 |
- |
2023-12-31 |
43,609 |
$1,441,000 |
30,412 |
|
Financial Advocates Investment Management |
263 |
- |
2024-03-31 |
35,193 |
$1,260,000 |
19,833 |
|
ADVISORY SERVICES NETWORK, LLC |
626 |
- |
2024-03-31 |
32,810 |
$1,175,000 |
18,523 |
|
Bridge Advisory LLC |
49 |
- |
2024-03-31 |
31,802 |
$1,138,000 |
10,496 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
277 |
- |
2023-12-31 |
33,818 |
$1,118,000 |
795 |
|
BB&T CORP |
1582 |
- |
2023-12-31 |
29,349 |
$970,000 |
8,626 |
|
Founders Financial Alliance LLC |
64 |
- |
2023-12-31 |
26,925 |
$890,000 |
575 |
|
Clay Northam Wealth Management LLC |
23 |
- |
2024-03-31 |
24,246 |
$868,000 |
4,575 |
|
Private Advisor Group LLC |
1381 |
- |
2024-03-31 |
17,599 |
$630,000 |
950 |
|
OLD MISSION CAPITAL LLC |
576 |
- |
2023-12-31 |
17,271 |
$571,000 |
7,819 |
|
Anchor Investment Management LLC |
241 |
- |
2023-12-31 |
14,962 |
$494,000 |
325 |
|
Householder Group Estate & Retirement Specialist L |
187 |
- |
2024-03-31 |
8,370 |
$300,000 |
1,590 |
|
CHANNEL WEALTH LLC |
139 |
- |
2024-03-31 |
7,880 |
$282,000 |
855 |
|
CENTAURUS FINANCIAL INC. |
538 |
- |
2023-12-31 |
7,474 |
$247,000 |
30 |
|
PRIVATE TRUST CO NA |
1168 |
- |
2024-03-31 |
1,177 |
$42,000 |
4 |
|
|
31 Records found
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1
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