| |
Institutional
Holders
Total
Institutions:
 |
75  2 |
|
|
Total
shares held :
|
5,144,800 |
|
|
% of shares
held :
|
57.16% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 3 |
|
|
Amount
of shares held :
|
465,382 |
|
|
% of shares
held change :
|
5.17% |
|
| 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 |
  Sequoia Financial Advisors LLC |
68 |
- |
2024-03-31 |
706,941 |
$26,864,000 |
15,231 |
|
| AFFINIA FINANCIAL GROUP LLC |
4 |
- |
2023-06-30 |
632,914 |
$21,465,000 |
3,443 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
625 |
- |
2024-03-31 |
381,834 |
$14,510,000 |
19,829 |
|
| WNY Asset Management LLC |
13 |
- |
2024-03-31 |
306,347 |
$11,641,000 |
145 |
|
| Souders Financial Advisors |
15 |
- |
2024-03-31 |
274,201 |
$10,420,000 |
3,358 |
|
| YARGER WEALTH STRATEGIES LLC |
2 |
- |
2024-03-31 |
239,520 |
$9,102,000 |
126,772 |
|
| Stratos Wealth Advisors LLC |
90 |
- |
2024-03-31 |
118,096 |
$4,488,000 |
204 |
|
| Rockefeller Capital Management L.P. |
697 |
- |
2023-12-31 |
113,646 |
$4,008,000 |
66,276 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
886 |
- |
2024-03-31 |
101,925 |
$3,873,000 |
216 |
|
| FINANCIAL NETWORK |
781 |
- |
2023-12-31 |
87,704 |
$3,093,000 |
3,784 |
|
| Financial Connections Group Inc. |
|
- |
2024-03-31 |
79,304 |
$3,014,000 |
24,290 |
|
| WADE G W & INC |
145 |
- |
2023-12-31 |
77,796 |
$2,744,000 |
30,892 |
|
| Adviser Investments LLC |
234 |
- |
2024-03-31 |
55,086 |
$2,093,000 |
2,125 |
|
| ADVISORY SERVICES NETWORK, LLC |
541 |
- |
2024-03-31 |
39,998 |
$1,520,000 |
300 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
294 |
- |
2023-12-31 |
39,178 |
$1,382,000 |
410 |
|
| GOLDMAN SACHS GROUP INC/ |
3442 |
- |
2023-12-31 |
33,153 |
$1,169,000 |
25,923 |
|
| Capital Advisors Ltd. LLC |
99 |
- |
2024-03-31 |
26,590 |
$1,010,000 |
1,278 |
|
| COZAD ASSET MANAGEMENT INC |
194 |
- |
2024-03-31 |
24,667 |
$937,000 |
3,445 |
|
| STUDIO INVESTMENT MANAGEMENT LLC |
71 |
- |
2023-12-31 |
26,507 |
$935,000 |
8,165 |
|
| Perigon Wealth Management LLC |
446 |
- |
2024-03-31 |
19,018 |
$723,000 |
1,138 |
|
| Arete Wealth Advisors LLC |
323 |
- |
2023-12-31 |
19,584 |
$691,000 |
19,584 |
|
| PRUDENTIAL FINANCIAL INC |
2056 |
- |
2023-12-31 |
17,252 |
$608,000 |
425 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1174 |
- |
2023-12-31 |
14,912 |
$526,000 |
4,423 |
|
| WELLS FARGO & CO/MN |
3361 |
- |
2024-03-31 |
13,702 |
$521,000 |
13,702 |
|
| Continuum Advisory LLC |
279 |
- |
2023-12-31 |
14,447 |
$510,000 |
2,802 |
|
| John W. Brooker & Co. CPAs |
53 |
- |
2024-03-31 |
13,146 |
$500,000 |
2,723 |
|
| Garden State Investment Advisory Services LLC |
110 |
- |
2023-12-31 |
12,711 |
$448,000 |
317 |
|
| STIFEL FINANCIAL CORP |
2767 |
- |
2023-12-31 |
9,608 |
$339,000 |
3,024 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2380 |
- |
2024-03-31 |
7,168 |
$272,000 |
7,168 |
|
| Dynamic Advisors Solutions LLC |
787 |
- |
2024-03-31 |
7,056 |
$268,000 |
20 |
|
| Geneos Wealth Management Inc. |
640 |
- |
2024-03-31 |
6,775 |
$257,000 |
90 |
|
| AdvisorNet Financial Inc |
617 |
- |
2024-03-31 |
2,800 |
$106,000 |
8 |
|
| HARBOUR INVESTMENTS INC. |
1213 |
- |
2023-12-31 |
2,319 |
$82,000 |
679 |
|
| FMR LLC |
3174 |
- |
2023-12-31 |
2,159 |
$76,000 |
2,158 |
|
| First Pacific Financial |
198 |
- |
2024-03-31 |
795 |
$30,000 |
586 |
|
| Farther Finance Advisors LLC |
1249 |
- |
2023-12-31 |
746 |
$26,000 |
3 |
|
| ICA Group Wealth Management LLC |
705 |
- |
2023-12-31 |
594 |
$21,000 |
594 |
|
|
37 Records found
|
1
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