| |
Institutional
Holders
Total
Institutions:
 |
141  13 |
|
|
Total
shares held :
|
6,758,467 |
|
|
% of shares
held :
|
82.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
1,547,177 |
|
|
% of shares
held change :
|
18.91% |
|
| 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 |
  HBW Advisory Services LLC |
82 |
- |
2024-03-31 |
15,580 |
$2,058,000 |
0 |
|
| Riverpoint Wealth Management Holdings LLC |
25 |
- |
2024-03-31 |
10,032 |
$1,461,000 |
0 |
|
| SANDY SPRING BANK |
190 |
- |
2024-03-31 |
9,207 |
$1,341,000 |
0 |
|
| CULLEN FROST BANKERS INC |
321 |
- |
2024-03-31 |
5,633 |
$820,000 |
0 |
|
| Stratos Wealth Partners LTD. |
721 |
- |
2024-03-31 |
5,363 |
$781,000 |
0 |
|
| NAPLES GLOBAL ADVISORS LLC |
253 |
- |
2024-03-31 |
4,885 |
$711,000 |
0 |
|
| Enterprise Bank & Trust Co |
69 |
- |
2024-03-31 |
4,360 |
$635,000 |
0 |
|
| Versant Capital Management Inc |
66 |
- |
2024-03-31 |
4,159 |
$606,000 |
0 |
|
| Financial Guidance Group Inc. |
38 |
- |
2024-03-31 |
3,596 |
$524,000 |
0 |
|
| DRIVE WEALTH MANAGEMENT LLC |
124 |
- |
2024-03-31 |
3,585 |
$522,000 |
0 |
|
| Valtinson Bruner Financial Planning LLC |
72 |
- |
2024-03-31 |
3,446 |
$502,000 |
0 |
|
| GOLDMAN SACHS GROUP INC/ |
3840 |
- |
2023-12-31 |
3,751 |
$496,000 |
0 |
|
| True Wealth Design LLC |
107 |
- |
2023-12-31 |
3,601 |
$476,000 |
0 |
|
| Avant Capital LLC |
40 |
- |
2023-09-30 |
3,231 |
$390,000 |
0 |
|
| Worth Financial Advisory Group LLC |
98 |
- |
2024-03-31 |
2,325 |
$339,000 |
0 |
|
| CFS Investment Advisory Services LLC |
129 |
- |
2023-12-31 |
2,511 |
$332,000 |
0 |
|
| CATALYST PRIVATE WEALTH LLC |
64 |
- |
2024-03-31 |
1,802 |
$262,000 |
0 |
|
| New England Private Wealth Advisors LLC |
125 |
- |
2024-03-31 |
1,680 |
$244,000 |
0 |
|
| Values Added Financial LLC |
77 |
- |
2024-03-31 |
1,634 |
$238,000 |
0 |
|
| FTB Advisors Inc. |
498 |
- |
2024-03-31 |
1,410 |
$205,000 |
0 |
|
| J P MORGAN CHASE & CO |
4296 |
- |
2024-03-31 |
1,080 |
$157,000 |
0 |
|
| Aspire Wealth Management Corp |
120 |
- |
2024-03-31 |
699 |
$102,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1516 |
- |
2024-03-31 |
615 |
$90,000 |
0 |
|
| US BANCORP |
2702 |
- |
2024-03-31 |
330 |
$48,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1486 |
- |
2023-12-31 |
350 |
$46,000 |
0 |
|
| AMERICAN NATIONAL BANK |
340 |
- |
2024-03-31 |
266 |
$39,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2207 |
- |
2023-12-31 |
218 |
$29,000 |
0 |
|
| PROEQUITIES INC. |
1407 |
- |
2024-03-31 |
194 |
$28,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
449 |
- |
2024-03-31 |
176 |
$26,000 |
0 |
|
| AdvisorNet Financial Inc |
1110 |
- |
2024-03-31 |
125 |
$18,000 |
0 |
|
| Retirement Group LLC |
397 |
- |
2024-03-31 |
107 |
$16,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1675 |
- |
2023-12-31 |
38 |
$5,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
1639 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
33 Records found
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1
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