| |
Institutional
Holders
Total
Institutions:
 |
102  8 |
|
|
Total
shares held :
|
3,792,226 |
|
|
% of shares
held :
|
42.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
|
Amount
of shares held :
|
250,208 |
|
|
% of shares
held change :
|
2.78% |
|
| 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 |
  MORGAN STANLEY |
1408 |
- |
2023-12-31 |
661,612 |
$69,489,000 |
118,860 |
|
| LPL FINANCIAL CORP |
478 |
- |
2023-12-31 |
504,998 |
$53,040,000 |
77,752 |
|
| WELLS FARGO & CO/MN |
825 |
- |
2023-12-31 |
326,429 |
$34,285,000 |
77,514 |
|
| Resonant Capital Advisors LLC |
|
- |
2024-03-31 |
136,187 |
$15,675,000 |
6,304 |
|
| UBS Group AG |
1603 |
- |
2023-12-31 |
75,382 |
$7,917,000 |
6,025 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
59,980 |
$6,904,000 |
2,645 |
|
| Stratos Wealth Advisors LLC |
77 |
- |
2024-03-31 |
47,475 |
$5,464,000 |
2,374 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
525 |
- |
2023-12-31 |
50,910 |
$5,347,000 |
18,130 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1125 |
- |
2024-03-31 |
45,826 |
$5,275,000 |
6,238 |
|
| Anson Capital Inc. |
2 |
- |
2023-12-31 |
40,084 |
$4,210,000 |
5,839 |
|
| AMERIPRISE FINANCIAL INC |
2481 |
- |
2023-12-31 |
35,310 |
$3,729,000 |
8,212 |
|
| GTS SECURITIES LLC |
296 |
- |
2023-12-31 |
27,849 |
$2,925,000 |
27,849 |
|
| Integrated Wealth Concepts LLC |
419 |
- |
2023-12-31 |
22,072 |
$2,318,000 |
13,915 |
|
| Sigma Planning Corp |
|
- |
2024-03-31 |
19,711 |
$2,269,000 |
13,403 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1574 |
- |
2024-03-31 |
19,409 |
$2,234,000 |
2,292 |
|
| AlphaQ Advisors LLC |
|
- |
2024-03-31 |
19,372 |
$2,230,000 |
2,801 |
|
| Western Wealth Management LLC |
162 |
- |
2024-03-31 |
13,146 |
$1,513,000 |
300 |
|
| Rockefeller Capital Management L.P. |
1024 |
- |
2023-12-31 |
13,584 |
$1,427,000 |
305 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1492 |
- |
2024-03-31 |
12,178 |
$1,402,000 |
1,992 |
|
| ANCORA ADVISORS, LLC |
325 |
- |
2023-12-31 |
12,194 |
$1,281,000 |
3 |
|
| NWAM LLC |
206 |
- |
2023-12-31 |
11,047 |
$1,160,000 |
901 |
|
| 9258 Wealth Management LLC |
|
- |
2024-03-31 |
8,073 |
$929,000 |
4,803 |
|
| Claro Advisors LLC |
161 |
- |
2024-03-31 |
7,171 |
$825,000 |
16 |
|
| SMITH MOORE & CO. |
209 |
- |
2023-12-31 |
6,551 |
$688,000 |
17 |
|
| Patriot Financial Group Insurance Agency LLC |
|
- |
2024-03-31 |
5,396 |
$621,000 |
779 |
|
| Cedar Brook Financial Partners LLC |
175 |
- |
2024-03-31 |
5,352 |
$616,000 |
771 |
|
| J P MORGAN CHASE & CO |
3827 |
- |
2023-12-31 |
3,568 |
$375,000 |
2,953 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1762 |
- |
2024-03-31 |
3,205 |
$369,000 |
10 |
|
| Steward Partners Investment Advisory LLC |
1128 |
- |
2023-12-31 |
3,498 |
$367,000 |
176 |
|
| Bowman & Co S.C. |
84 |
- |
2024-03-31 |
2,500 |
$288,000 |
7 |
|
| Flaharty Asset Management LLC |
93 |
- |
2023-12-31 |
2,700 |
$284,000 |
8 |
|
| LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
2,437 |
$280,000 |
7 |
|
| Parallel Advisors LLC |
737 |
- |
2023-12-31 |
2,190 |
$230,000 |
1,172 |
|
| HARBOUR INVESTMENTS INC. |
1170 |
- |
2023-12-31 |
866 |
$91,000 |
2 |
|
|
34 Records found
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1
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