| |
Institutional
Holders
Total
Institutions:
 |
146  11 |
|
|
Total
shares held :
|
9,525,325 |
|
|
% of shares
held :
|
18.64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
55 |
|
|
Amount
of shares held :
|
907,818 |
|
|
% of shares
held change :
|
1.78% |
|
| 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 |
  COMMONWEALTH EQUITY SERVICES LLC. |
259 |
- |
2024-03-31 |
585,062 |
$42,868,000 |
-160,667 |
|
| Advisor Group Holdings Inc. |
379 |
- |
2024-03-31 |
298,884 |
$21,726,000 |
-2,810 |
|
| RFG HOLDINGS INC. |
5 |
- |
2024-03-31 |
188,284 |
$13,800,000 |
-53,688 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
667 |
- |
2024-03-31 |
184,613 |
$13,527,000 |
-40,342 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
53 |
- |
2024-03-31 |
108,667 |
$7,962,000 |
-59,972 |
|
| Financial Partners Group Inc |
25 |
- |
2024-03-31 |
90,324 |
$6,618,000 |
-149,161 |
|
| Per Stirling Capital Management LLC. |
35 |
- |
2023-12-31 |
69,814 |
$4,717,000 |
-87 |
|
| Gladstone Institutional Advisory LLC |
102 |
- |
2023-12-31 |
69,305 |
$4,683,000 |
-1,202 |
|
| Ameliora Wealth Management Ltd. |
17 |
- |
2024-03-31 |
54,104 |
$3,961,000 |
-1,642 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
70 |
- |
2024-03-31 |
44,617 |
$3,269,000 |
-7,162 |
|
| SHEETS SMITH & ASSOCIATES INC |
83 |
- |
2024-03-31 |
37,204 |
$2,726,000 |
-2,122 |
|
| Betterment LLC |
144 |
- |
2024-03-31 |
29,031 |
$2,127,000 |
-1,793 |
|
| OPPENHEIMER & CO INC |
602 |
- |
2024-03-31 |
20,680 |
$1,515,000 |
-3,313 |
|
| Apollon Wealth Management LLC |
397 |
- |
2024-03-31 |
17,447 |
$1,278,000 |
-588 |
|
| J.W. COLE ADVISORS INC. |
313 |
- |
2024-03-31 |
15,956 |
$1,169,000 |
-300 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2867 |
- |
2024-03-31 |
10,520 |
$771,000 |
-32,329 |
|
| MULTIFINANCIAL SECURITIES CORP |
980 |
- |
2023-12-31 |
9,609 |
$649,000 |
-2,682 |
|
| Moors & Cabot Inc. |
469 |
- |
2024-03-31 |
7,438 |
$545,000 |
-100 |
|
| Sharkey Howes & Javer |
82 |
- |
2024-03-31 |
7,004 |
$513,000 |
-252 |
|
| 9258 Wealth Management LLC |
197 |
- |
2024-03-31 |
6,610 |
$484,000 |
-400 |
|
| Wealth Management Partners LLC |
74 |
- |
2024-03-31 |
6,156 |
$451,000 |
-20 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
474 |
- |
2024-03-31 |
5,495 |
$403,000 |
-218 |
|
| HARBOUR INVESTMENTS INC. |
616 |
- |
2023-12-31 |
5,820 |
$393,000 |
-4,377 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1007 |
- |
2023-12-31 |
4,885 |
$330,000 |
-182 |
|
| MILESTONE GROUP INC |
149 |
- |
2024-03-31 |
4,435 |
$327,000 |
-200 |
|
| DFPG INVESTMENTS INC. |
506 |
- |
2023-12-31 |
4,682 |
$315,000 |
-177 |
|
| Van Hulzen Asset Management LLC |
272 |
- |
2024-03-31 |
3,906 |
$286,000 |
-21 |
|
| Kingsview Wealth Management LLC |
895 |
- |
2024-03-31 |
3,287 |
$241,000 |
-212 |
|
| Parallel Advisors LLC |
802 |
- |
2024-03-31 |
3,150 |
$231,000 |
-3,045 |
|
| Joseph P. Lucia & Associates LLC |
109 |
- |
2024-03-31 |
3,138 |
$230,000 |
-65 |
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
409 |
- |
2024-03-31 |
3,127 |
$229,000 |
-385 |
|
| COMERICA BANK |
2341 |
- |
2023-12-31 |
2,299 |
$155,000 |
-649 |
|
| LGT Financial Advisors LLC |
137 |
- |
2024-03-31 |
2,080 |
$152,000 |
-166 |
|
| J P MORGAN CHASE & CO |
5068 |
- |
2024-03-31 |
92 |
$7,000 |
-51 |
|
| FMR LLC |
4526 |
- |
2023-12-31 |
25 |
$2,000 |
-31 |
|
|
35 Records found
|
1
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