|
Institutional
Holders
Total
Institutions:
|
132 4 |
|
Total
shares held :
|
5,402,497 |
|
% of shares
held :
|
6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
-128,806 |
|
% of shares
held change :
|
-0.14% |
|
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 |
WELLS FARGO & CO/MN |
1389 |
- |
2024-03-31 |
278,882 |
$12,617,000 |
-57,597 |
|
Main Management ETF Advisors LLC |
21 |
- |
2023-12-31 |
272,285 |
$12,397,000 |
-499,150 |
|
Good Life Advisors LLC |
26 |
- |
2024-03-31 |
202,262 |
$9,150,000 |
-5,199 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1015 |
- |
2024-03-31 |
137,615 |
$6,226,000 |
-1,426 |
|
MARINER WEALTH ADVISORS, LLC |
673 |
- |
2023-12-31 |
112,340 |
$5,115,000 |
-31,885 |
|
Sargent Investment Group LLC |
46 |
- |
2024-03-31 |
48,755 |
$2,206,000 |
-2,910 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1831 |
- |
2024-03-31 |
40,057 |
$1,812,000 |
-3,389 |
|
FINANCIAL NETWORK |
1014 |
- |
2023-12-31 |
39,560 |
$1,801,000 |
-11,095 |
|
Flaharty Asset Management LLC |
44 |
- |
2023-12-31 |
24,880 |
$1,133,000 |
-1,249 |
|
Goss Wealth Management LLC |
889 |
- |
2023-12-31 |
23,831 |
$1,069,000 |
-306 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1002 |
- |
2023-12-31 |
19,725 |
$898,000 |
-5,496 |
|
Steward Partners Investment Advisory LLC |
795 |
- |
2023-12-31 |
17,852 |
$813,000 |
-657 |
|
Kestra Advisory Services LLC |
1239 |
- |
2023-12-31 |
17,353 |
$790,000 |
-27,696 |
|
NBC SECURITIES INC. |
394 |
- |
2024-03-31 |
12,676 |
$573,000 |
-670 |
|
Gladstone Institutional Advisory LLC |
401 |
- |
2023-12-31 |
11,993 |
$546,000 |
-3,568 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1532 |
- |
2024-03-31 |
11,800 |
$534,000 |
-488 |
|
Laidlaw Wealth Management LLC |
128 |
- |
2023-12-31 |
10,914 |
$497,000 |
-3,411 |
|
DAVIDSON D A & CO |
1065 |
- |
2023-12-31 |
7,768 |
$354,000 |
-111,650 |
|
Capital Investment Advisory Services LLC |
395 |
- |
2024-03-31 |
6,778 |
$307,000 |
-27 |
|
Cetera Investment Advisers |
1772 |
- |
2023-12-31 |
6,615 |
$301,000 |
-1,548 |
|
TCP Asset Management LLC |
61 |
- |
2024-03-31 |
5,626 |
$255,000 |
-606 |
|
J.W. COLE ADVISORS INC. |
821 |
- |
2024-03-31 |
4,521 |
$205,000 |
-1,386 |
|
HARBOUR INVESTMENTS INC. |
1124 |
- |
2023-12-31 |
2,243 |
$102,000 |
-153 |
|
IFP Advisors Inc |
1229 |
- |
2023-12-31 |
2,144 |
$98,000 |
-375 |
|
Main Management LLC |
82 |
- |
2023-12-31 |
2,013 |
$92,000 |
-609 |
|
Migdal Insurance & Financial Holdings Ltd. |
273 |
- |
2024-03-31 |
1,144 |
$52,000 |
-140 |
|
Global Retirement Partners LLC |
1413 |
- |
2024-03-31 |
1,084 |
$49,000 |
-124 |
|
FWL INVESTMENT MANAGEMENT LLC |
168 |
- |
2023-12-31 |
196 |
$9,000 |
-60 |
|
Coston McIsaac & Partners |
421 |
- |
2024-03-31 |
161 |
$7,000 |
-237 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
721 |
- |
2024-03-31 |
1 |
$0 |
-90 |
|
|
30 Records found
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1
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