| |
Institutional
Holders
Total
Institutions:
 |
30  11 |
|
|
Total
shares held :
|
3,051,275 |
|
|
% of shares
held :
|
33.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
-532,361 |
|
|
% of shares
held change :
|
 -5.92% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Foundations Investment Advisors LLC |
38 |
- |
2023-12-31 |
802,878 |
$22,481,000 |
-601,926 |
|
| Chicago Partners Investment Group LLC |
43 |
- |
2024-03-31 |
445,913 |
$12,972,000 |
229,037 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
419 |
- |
2024-03-31 |
370,658 |
$11,123,000 |
115,914 |
|
| CoreCap Advisors LLC |
50 |
*New |
2023-12-31 |
228,460 |
$6,244,000 |
228,460 |
|
| Delta Investment Management LLC |
18 |
*New |
2023-12-31 |
217,828 |
$5,953,000 |
217,828 |
|
| Brookstone Capital Management |
206 |
- |
2024-03-31 |
191,784 |
$5,755,000 |
153,167 |
|
| Advisor Group Holdings Inc. |
1307 |
- |
2023-12-31 |
154,818 |
$4,232,000 |
40,597 |
|
| Pinnacle Wealth Management Group Inc. |
10 |
*New |
2024-03-31 |
134,797 |
$4,045,000 |
134,797 |
|
| MILESTONE ASSET MANAGEMENT LLC |
31 |
- |
2024-03-31 |
109,133 |
$3,275,000 |
-696,552 |
|
| RFG Advisory Group LLC |
162 |
- |
2024-03-31 |
96,424 |
$2,894,000 |
-3,775 |
|
| Financial Designs Corp |
14 |
*New |
2024-03-31 |
82,554 |
$2,477,000 |
82,554 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2489 |
- |
2023-12-31 |
70,646 |
$1,931,000 |
35,352 |
|
| AE Wealth Management LLC |
919 |
- |
2023-12-31 |
68,062 |
$1,899,000 |
58,217 |
|
| Triumph Capital Management |
35 |
- |
2024-03-31 |
57,326 |
$1,712,000 |
11,863 |
|
| Sentinus LLC |
47 |
- |
2023-06-30 |
49,905 |
$1,299,000 |
698 |
|
| Pillar Wealth Advisors LLC |
30 |
- |
2023-12-31 |
38,910 |
$1,063,000 |
0 |
|
| John W. Brooker & Co. CPAs |
46 |
- |
2024-03-31 |
27,774 |
$834,000 |
17,632 |
|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
70 |
- |
2023-12-31 |
29,868 |
$816,000 |
9,640 |
|
| OLD MISSION CAPITAL LLC |
526 |
- |
2023-12-31 |
24,869 |
$680,000 |
-1,366 |
|
| Pensionmark Financial Group LLC |
199 |
- |
2023-12-31 |
22,700 |
$624,000 |
350 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2610 |
- |
2024-03-31 |
20,566 |
$617,000 |
20,566 |
|
| Steward Partners Investment Advisory LLC |
924 |
*New |
2023-12-31 |
21,662 |
$592,000 |
21,662 |
|
| SOUTHERN CAPITAL ADVISORS LLC |
|
- |
2024-03-31 |
19,410 |
$582,000 |
4,417 |
|
| Worth Asset Management LLC |
65 |
- |
2024-03-31 |
18,230 |
$547,000 |
9,484 |
|
| SILVER OAK SECURITIES Inc |
264 |
*New |
2023-12-31 |
18,820 |
$514,000 |
18,820 |
|
| LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
17,131 |
$514,000 |
5,730 |
|
| Feltz Wealth PLAN Inc. |
216 |
- |
2023-12-31 |
18,477 |
$505,000 |
0 |
|
| Beacon Financial Advisory LLC |
139 |
*New |
2024-03-31 |
13,615 |
$409,000 |
13,615 |
|
| Claro Advisors LLC |
308 |
*New |
2024-03-31 |
10,555 |
$317,000 |
10,555 |
|
| Sunbelt Securities Inc. |
424 |
- |
2024-03-31 |
10,125 |
$304,000 |
145 |
|
| Kingsview Wealth Management LLC |
795 |
*New |
2023-12-31 |
10,124 |
$277,000 |
10,124 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4569 |
*New |
2023-12-31 |
9,595 |
$262,000 |
9,595 |
|
| YARGER WEALTH STRATEGIES LLC |
|
*New |
2024-03-31 |
8,201 |
$246,000 |
8,201 |
|
| JANE STREET GROUP LLC |
4748 |
*New |
2023-12-31 |
7,394 |
$202,000 |
7,394 |
|
| ADVISORY SERVICES NETWORK, LLC |
1497 |
*New |
2023-12-31 |
4,530 |
$124,000 |
4,530 |
|
| CENTAURUS FINANCIAL INC. |
731 |
*New |
2023-12-31 |
4,076 |
$111,000 |
4,076 |
|
| Global Retirement Partners LLC |
1438 |
*New |
2024-03-31 |
1,500 |
$45,000 |
1,500 |
|
| HARBOUR INVESTMENTS INC. |
1624 |
- |
2023-12-31 |
1,199 |
$33,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
1282 |
*Closed |
2024-03-31 |
0 |
$0 |
-465 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IFP Advisors Inc |
3272 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
|
41 Records found
|
1
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