|
Institutional
Holders
Total
Institutions:
|
53 4 |
|
Total
shares held :
|
2,902,632 |
|
% of shares
held :
|
74.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
123,190 |
|
% of shares
held change :
|
3.16% |
|
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 |
BANK OF NEW YORK MELLON CORP |
1647 |
- |
2024-03-31 |
686,047 |
$17,604,000 |
-4,028 |
|
PFS INVESTMENTS INC. |
141 |
- |
2023-06-30 |
349,025 |
$8,799,000 |
1,653 |
|
McAdam LLC |
42 |
- |
2024-03-31 |
231,591 |
$5,943,000 |
14,426 |
|
Equitable Holdings Inc. |
205 |
- |
2023-12-31 |
218,708 |
$5,612,000 |
145 |
|
JANE STREET GROUP LLC |
1603 |
- |
2023-12-31 |
168,798 |
$4,331,000 |
79,078 |
|
BANK OF AMERICA CORP /DE/ |
3138 |
- |
2023-12-31 |
132,377 |
$3,397,000 |
14,616 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1378 |
- |
2023-12-31 |
121,018 |
$3,105,000 |
-50 |
|
AE Wealth Management LLC |
753 |
- |
2023-12-31 |
120,919 |
$3,069,000 |
62,632 |
|
EQIS CAPITAL MANAGEMENT, INC. |
79 |
*New |
2023-12-31 |
110,676 |
$2,840,000 |
110,676 |
|
ENVESTNET ASSET MANAGEMENT INC |
2263 |
- |
2023-12-31 |
106,709 |
$2,738,000 |
8,353 |
|
Hennion & Walsh Asset Management Inc. |
192 |
- |
2024-03-31 |
106,225 |
$2,726,000 |
43,025 |
|
Pineridge Advisors LLC |
|
- |
2023-12-31 |
93,958 |
$2,411,000 |
0 |
|
WELLS FARGO & CO/MN |
2386 |
- |
2023-12-31 |
92,542 |
$2,375,000 |
302 |
|
Evergreen Private Wealth LLC |
37 |
- |
2024-03-31 |
78,808 |
$2,022,000 |
17,176 |
|
Advisory Resource Group |
46 |
- |
2023-12-31 |
74,358 |
$1,908,000 |
-342 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1961 |
- |
2023-12-31 |
72,903 |
$1,871,000 |
48,420 |
|
AMERIPRISE FINANCIAL INC |
2868 |
- |
2023-12-31 |
66,698 |
$1,728,000 |
13,757 |
|
MORGAN STANLEY |
4556 |
- |
2023-12-31 |
60,113 |
$1,543,000 |
-15,706 |
|
Stratos Wealth Partners LTD. |
555 |
- |
2024-03-31 |
49,678 |
$1,275,000 |
582 |
|
LPL FINANCIAL CORP |
2966 |
- |
2023-12-31 |
40,786 |
$1,047,000 |
-4,583 |
|
FINANCIAL NETWORK |
1362 |
- |
2023-12-31 |
39,453 |
$1,012,000 |
2,834 |
|
CWM LLC |
855 |
- |
2024-03-31 |
38,044 |
$976,000 |
35,412 |
|
FOCUS Wealth Advisors LLC |
36 |
- |
2024-03-31 |
34,749 |
$892,000 |
14,955 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1808 |
- |
2024-03-31 |
34,027 |
$873,000 |
290 |
|
JACOBSON & SCHMITT ADVISORS LLC |
44 |
- |
2023-12-31 |
32,775 |
$841,000 |
-9,093 |
|
Cetera Investment Advisers |
1251 |
- |
2023-12-31 |
30,026 |
$770,000 |
-1,122 |
|
MML INVESTORS SERVICES LLC |
1656 |
*New |
2023-12-31 |
23,136 |
$594,000 |
23,136 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
252 |
- |
2023-12-31 |
19,352 |
$497,000 |
-7,841 |
|
ROYAL BANK OF CANADA |
3706 |
- |
2023-12-31 |
18,211 |
$467,000 |
1,778 |
|
Green Harvest Asset Management LLC |
130 |
- |
2023-12-31 |
18,029 |
$463,000 |
4,328 |
|
CFG ASSET MANAGEMENT LLC |
136 |
- |
2023-12-31 |
17,664 |
$453,000 |
-350 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
17,210 |
$442,000 |
6,815 |
|
MULTIFINANCIAL SECURITIES CORP |
1252 |
- |
2023-12-31 |
15,663 |
$402,000 |
-4,145 |
|
Ausdal Financial Partners Inc. |
315 |
- |
2024-03-31 |
15,362 |
$394,000 |
925 |
|
PRUDENTIAL FINANCIAL INC |
2263 |
- |
2023-12-31 |
14,003 |
$359,000 |
14,003 |
|
Advisor Group Holdings Inc. |
3446 |
- |
2023-12-31 |
13,708 |
$352,000 |
-26,103 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2755 |
- |
2024-03-31 |
12,995 |
$333,000 |
-121 |
|
Columbus Macro LLC |
151 |
- |
2024-03-31 |
11,307 |
$290,000 |
121 |
|
RAYMOND JAMES & ASSOCIATES |
3368 |
- |
2024-03-31 |
10,725 |
$275,000 |
0 |
|
FOSTER & MOTLEY INC |
343 |
- |
2024-03-31 |
10,599 |
$272,000 |
-1,377 |
|
KCS Wealth Advisory |
121 |
- |
2023-09-30 |
10,727 |
$255,000 |
1,307 |
|
Envestnet Portfolio Solutions Inc. |
1420 |
- |
2023-12-31 |
9,131 |
$234,000 |
97 |
|
MASSMUTUAL TRUST CO FSB/ADV |
363 |
- |
2024-03-31 |
8,670 |
$222,000 |
-842 |
|
Mutual Advisors LLC |
918 |
- |
2023-12-31 |
8,599 |
$221,000 |
-4,901 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
700 |
*New |
2023-12-31 |
8,332 |
$214,000 |
8,332 |
|
Fifth Third Securities Inc. |
234 |
- |
2024-03-31 |
8,287 |
$213,000 |
-474 |
|
FIRST HEARTLAND CONSULTANTS INC |
347 |
- |
2023-12-31 |
8,004 |
$205,000 |
-504 |
|
J P MORGAN CHASE & CO |
4679 |
- |
2023-12-31 |
2,337 |
$60,000 |
-450 |
|
HARBOUR INVESTMENTS INC. |
1816 |
- |
2023-12-31 |
901 |
$23,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3443 |
- |
2023-12-31 |
690 |
$18,000 |
0 |
|
Geneos Wealth Management Inc. |
|
*New |
2023-12-31 |
311 |
$8,000 |
311 |
|
DHJJ Financial Advisors Ltd. |
470 |
- |
2024-03-31 |
300 |
$8,000 |
0 |
|
UBS Group AG |
6499 |
- |
2023-12-31 |
110 |
$3,000 |
-4,160 |
|
IFP Advisors Inc |
2795 |
- |
2023-12-31 |
48 |
$1,000 |
0 |
|
3D/L Capital Management LLC |
3 |
*Closed |
2023-12-31 |
0 |
$0 |
-88,459 |
|
Security National Bank |
307 |
*Closed |
2024-03-31 |
0 |
$0 |
-990 |
|
PROEQUITIES INC. |
8701 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
57 Records found
|
1
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