| |
Institutional
Holders
Total
Institutions:
 |
68  1 |
|
|
Total
shares held :
|
3,990,280 |
|
|
% of shares
held :
|
84.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 14 |
|
|
Amount
of shares held :
|
224,405 |
|
|
% of shares
held change :
|
4.77% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ATRIA INVESTMENTS LLC |
61 |
- |
2023-12-31 |
640,311 |
$21,205,000 |
43,196 |
|
| LPL FINANCIAL CORP |
1167 |
- |
2024-03-31 |
352,769 |
$12,760,000 |
37,930 |
|
| Change Path LLC |
38 |
- |
2023-12-31 |
288,022 |
$9,538,000 |
4,982 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
31 |
- |
2024-03-31 |
227,892 |
$8,243,000 |
10,497 |
|
| Frontier Asset Management LLC |
12 |
- |
2023-12-31 |
244,006 |
$8,081,000 |
14,402 |
|
| AMERIPRISE FINANCIAL INC |
1956 |
- |
2023-12-31 |
229,459 |
$7,597,000 |
21,262 |
|
| Strategic Equity Management |
8 |
- |
2024-03-31 |
121,569 |
$4,397,000 |
37,995 |
|
| OConnor Financial Group LLC |
18 |
- |
2024-03-31 |
113,517 |
$4,106,000 |
1,516 |
|
| CWM LLC |
496 |
- |
2024-03-31 |
93,843 |
$3,394,000 |
245 |
|
| J.W. COLE ADVISORS INC. |
146 |
- |
2024-03-31 |
84,577 |
$3,059,000 |
468 |
|
| EverSource Wealth Advisors LLC |
93 |
- |
2023-12-31 |
77,801 |
$2,576,000 |
16,332 |
|
| LVZ Advisors Inc. |
25 |
- |
2024-03-31 |
65,885 |
$2,383,000 |
1,873 |
|
| FINANCIAL NETWORK |
911 |
- |
2023-12-31 |
68,501 |
$2,269,000 |
253 |
|
| Kestra Advisory Services LLC |
743 |
- |
2023-12-31 |
66,993 |
$2,219,000 |
2,441 |
|
| MONEYWISE INC. |
22 |
- |
2024-03-31 |
53,148 |
$1,922,000 |
32,094 |
|
| Financial Advocates Investment Management |
193 |
- |
2024-03-31 |
51,769 |
$1,872,000 |
1,051 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1695 |
- |
2024-03-31 |
48,772 |
$1,764,000 |
2,242 |
|
| INTL FCSTONE INC. |
117 |
- |
2024-03-31 |
40,115 |
$1,451,000 |
926 |
|
| Envestnet Portfolio Solutions Inc. |
766 |
- |
2024-03-31 |
35,803 |
$1,295,000 |
1,732 |
|
| WIN ADVISORS INC |
33 |
- |
2024-03-31 |
31,301 |
$1,132,000 |
749 |
|
| Consolidated Portfolio Review Corp |
108 |
- |
2024-03-31 |
25,058 |
$906,000 |
1,939 |
|
| Geneos Wealth Management Inc. |
404 |
- |
2024-03-31 |
20,676 |
$748,000 |
2,489 |
|
| SIGMA INVESTMENT COUNSELORS INC |
120 |
- |
2024-03-31 |
15,558 |
$563,000 |
17 |
|
| WorthPointe LLC |
42 |
- |
2023-12-31 |
16,156 |
$535,000 |
9,334 |
|
| Arete Wealth Advisors LLC |
393 |
- |
2023-12-31 |
15,703 |
$520,000 |
15,703 |
|
| Sigma Planning Corp |
771 |
- |
2024-03-31 |
13,269 |
$480,000 |
13,269 |
|
| Inspire Advisors LLC |
221 |
- |
2024-03-31 |
12,733 |
$461,000 |
1,876 |
|
| Cetera Investment Advisers |
1640 |
- |
2023-12-31 |
11,365 |
$376,000 |
331 |
|
| TrueWealth Advisors LLC |
116 |
- |
2024-03-31 |
10,030 |
$363,000 |
409 |
|
| Slagle Financial LLC |
98 |
- |
2023-12-31 |
14,900 |
$247,000 |
7,450 |
|
| RAYMOND JAMES & ASSOCIATES |
3454 |
- |
2024-03-31 |
6,704 |
$243,000 |
12 |
|
| BluePath Capital Management LLC |
108 |
- |
2024-03-31 |
5,980 |
$216,000 |
5,980 |
|
| Ambassador Advisors LLC |
162 |
- |
2023-12-31 |
6,489 |
$211,000 |
6,353 |
|
| Bank of New Hampshire |
307 |
- |
2024-03-31 |
1,500 |
$54,000 |
165 |
|
| HARBOUR INVESTMENTS INC. |
1534 |
- |
2023-12-31 |
1,272 |
$42,000 |
35 |
|
| PRINCIPAL SECURITIES INC. |
1758 |
- |
2024-03-31 |
885 |
$32,000 |
136 |
|
| FTB Advisors Inc. |
1162 |
- |
2024-03-31 |
846 |
$31,000 |
5 |
|
| Ronald Blue Trust Inc. |
1168 |
- |
2024-03-31 |
665 |
$24,000 |
599 |
|
| COMERICA BANK |
3009 |
- |
2023-12-31 |
465 |
$15,000 |
24 |
|
|
39 Records found
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1
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