| |
Institutional
Holders
Total
Institutions:
 |
34  2 |
|
|
Total
shares held :
|
817,435 |
|
|
% of shares
held :
|
88.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
54,443 |
|
|
% of shares
held change :
|
 5.92% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$39.79 |
|
|
Last
Quarter's Ending
Price :
|
$45.54 |
|
|
Last
Quarter's Average
Price :
|
$41.16 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.84 (14.2%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CWM LLC |
339 |
- |
2024-03-31 |
155,114 |
$7,539,000 |
-1,025 |
|
| Twelve Points Wealth Management LLC |
5 |
- |
2024-03-31 |
144,754 |
$7,035,000 |
13,239 |
|
| LPL FINANCIAL CORP |
1720 |
- |
2023-12-31 |
101,401 |
$4,617,000 |
4,295 |
|
| HANSON MCCLAIN, INC. |
242 |
- |
2024-03-31 |
65,304 |
$3,174,000 |
-2,415 |
|
| Investors Research Corp |
39 |
- |
2023-12-31 |
42,770 |
$1,948,000 |
-799 |
|
| MORGAN STANLEY |
4574 |
- |
2023-12-31 |
33,302 |
$1,516,000 |
6,134 |
|
| IHT Wealth Management LLC |
336 |
- |
2023-12-31 |
26,611 |
$1,212,000 |
8,546 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2014 |
- |
2023-12-31 |
26,114 |
$1,189,000 |
-752 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2588 |
- |
2023-12-31 |
25,288 |
$1,152,000 |
14,328 |
|
| Advisor Group Holdings Inc. |
2432 |
- |
2023-12-31 |
23,567 |
$1,073,000 |
-2,967 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1737 |
- |
2024-03-31 |
19,993 |
$972,000 |
-12,185 |
|
| BANK OF AMERICA CORP /DE/ |
4038 |
- |
2023-12-31 |
21,155 |
$963,000 |
-22 |
|
| Berger Financial Group Inc |
164 |
*New |
2024-03-31 |
16,953 |
$824,000 |
16,953 |
|
| ROYAL BANK OF CANADA |
3388 |
- |
2023-12-31 |
15,053 |
$685,000 |
7,851 |
|
| PACIFIC SUN FINANCIAL CORP |
75 |
- |
2023-12-31 |
13,940 |
$635,000 |
-1,425 |
|
| GTS SECURITIES LLC |
829 |
*New |
2023-12-31 |
12,860 |
$586,000 |
12,860 |
|
| WILLNER & HELLER LLC |
57 |
- |
2023-12-31 |
11,210 |
$510,000 |
7,538 |
|
| UBS Group AG |
3925 |
- |
2023-12-31 |
11,131 |
$507,000 |
172 |
|
| Purus Wealth Management LLC |
62 |
- |
2024-03-31 |
10,439 |
$507,000 |
8 |
|
| CITADEL ADVISORS LLC |
3663 |
- |
2023-12-31 |
10,322 |
$470,000 |
-816 |
|
| WELLS FARGO & CO/MN |
3494 |
- |
2023-12-31 |
8,415 |
$383,000 |
-1,430 |
|
| Financial Advisory Service Inc. |
|
- |
2023-12-31 |
7,714 |
$351,000 |
-110 |
|
| Commonwealth Financial Services LLC |
133 |
- |
2023-12-31 |
6,492 |
$296,000 |
-978 |
|
| Kaydan Wealth Management Inc. |
84 |
- |
2024-03-31 |
5,675 |
$276,000 |
533 |
|
| American Institute for Advanced Investment Managem |
113 |
- |
2024-03-31 |
5,481 |
$266,000 |
0 |
|
| Equitable Holdings Inc. |
992 |
- |
2023-12-31 |
5,364 |
$244,000 |
0 |
|
| Heritage Trust Co |
251 |
- |
2023-12-31 |
5,295 |
$241,000 |
0 |
|
| SPC FINANCIAL, INC. |
216 |
- |
2023-12-31 |
4,800 |
$219,000 |
4,800 |
|
| FIFTH THIRD BANCORP |
1004 |
- |
2024-03-31 |
3,450 |
$168,000 |
-777 |
|
| GPS Wealth Strategies Group LLC |
488 |
- |
2023-12-31 |
1,101 |
$50,000 |
0 |
|
| FMR LLC |
3511 |
- |
2023-12-31 |
801 |
$36,000 |
0 |
|
| Key Financial Inc |
503 |
- |
2023-12-31 |
687 |
$31,000 |
0 |
|
| AMERIVEST INVESTMENT MANAGEMENT LLC |
275 |
- |
2023-06-30 |
174 |
$22,000 |
-2 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
285 |
$13,000 |
0 |
|
| Global Retirement Partners LLC |
2342 |
- |
2024-03-31 |
111 |
$5,000 |
1 |
|
| PSI Advisors LLC |
605 |
*New |
2024-03-31 |
75 |
$4,000 |
75 |
|
| Element Wealth LLC |
246 |
- |
2023-12-31 |
25 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
4514 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| NORTHERN TRUST CORP |
4494 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,052 |
|
| SANDY SPRING BANK |
|
*Closed |
2023-12-31 |
0 |
$0 |
-225 |
|
|
40 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
