| |
Institutional
Holders
Total
Institutions:
 |
99  1 |
|
|
Total
shares held :
|
12,782,247 |
|
|
% of shares
held :
|
64.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
|
Amount
of shares held :
|
-248,462 |
|
|
% of shares
held change :
|
-1.25% |
|
| 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 |
  Magnus Financial Group LLC |
8 |
- |
2024-03-31 |
787,912 |
$22,030,000 |
10,395 |
|
| FOSTER & MOTLEY INC |
12 |
- |
2024-03-31 |
709,047 |
$19,825,000 |
18,119 |
|
| ARVEST INVESTMENTS INC. |
8 |
- |
2024-03-31 |
699,741 |
$19,565,000 |
630 |
|
| MORGAN STANLEY |
2711 |
- |
2023-12-31 |
742,481 |
$19,260,000 |
11,470 |
|
| ATWOOD & PALMER INC |
33 |
- |
2024-03-31 |
628,856 |
$17,583,000 |
21,483 |
|
| Keudell/Morrison Wealth Management |
8 |
- |
2024-03-31 |
404,678 |
$11,315,000 |
6,207 |
|
| BUSEY TRUST CO |
85 |
- |
2024-03-31 |
321,761 |
$8,996,000 |
2,910 |
|
| WELLS FARGO & CO/MN |
1697 |
- |
2024-03-31 |
278,000 |
$7,773,000 |
284 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
920 |
- |
2024-03-31 |
272,787 |
$7,627,000 |
2,818 |
|
| TRIANGLE SECURITIES WEALTH MANAGEMENT |
7 |
- |
2024-03-31 |
266,849 |
$7,461,000 |
1,844 |
|
| OXBOW ADVISORS, LLC |
30 |
- |
2024-03-31 |
258,226 |
$7,220,000 |
4,967 |
|
| Edmonds Duncan Registered Investment Advisors LLC |
15 |
- |
2024-03-31 |
241,363 |
$6,749,000 |
5,106 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
254,122 |
$6,592,000 |
254,122 |
|
| ROYAL BANK OF CANADA |
2114 |
- |
2023-12-31 |
138,869 |
$3,602,000 |
2,864 |
|
| SMITH & HOWARD WEALTH MANAGEMENT, LLC |
24 |
- |
2024-03-31 |
125,668 |
$3,514,000 |
11,813 |
|
| JANNEY MONTGOMERY SCOTT LLC |
956 |
- |
2024-03-31 |
108,328 |
$3,029,000 |
27,987 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1510 |
- |
2024-03-31 |
90,499 |
$2,530,000 |
49,770 |
|
| Financial Partners Group Inc |
41 |
- |
2024-03-31 |
88,433 |
$2,473,000 |
833 |
|
| LexAurum Advisors LLC |
40 |
- |
2024-03-31 |
73,001 |
$2,041,000 |
5,075 |
|
| Financial Enhancement Group LLC |
65 |
- |
2024-03-31 |
69,391 |
$1,886,000 |
2,048 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
77 |
- |
2024-03-31 |
49,661 |
$1,389,000 |
8,752 |
|
| STIFEL FINANCIAL CORP |
1957 |
- |
2023-12-31 |
50,998 |
$1,323,000 |
1,775 |
|
| Global Retirement Partners LLC |
336 |
- |
2024-03-31 |
40,719 |
$1,139,000 |
2,246 |
|
| SANDY SPRING BANK |
209 |
- |
2024-03-31 |
39,071 |
$1,092,000 |
345 |
|
| Capital Advisors Ltd. LLC |
108 |
- |
2024-03-31 |
31,564 |
$883,000 |
729 |
|
| WESBANCO BANK INC |
351 |
- |
2024-03-31 |
25,840 |
$722,000 |
50 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1136 |
- |
2023-12-31 |
26,954 |
$699,000 |
310 |
|
| Objectivity Squared LLC |
22 |
- |
2024-03-31 |
23,301 |
$641,000 |
334 |
|
| CREATIVE PLANNING |
1581 |
- |
2023-12-31 |
22,820 |
$592,000 |
1,687 |
|
| IFP Advisors Inc |
550 |
- |
2023-12-31 |
20,237 |
$525,000 |
859 |
|
| Stokes Capital Advisors LLC |
63 |
- |
2024-03-31 |
16,453 |
$460,000 |
495 |
|
| DFPG INVESTMENTS INC. |
440 |
- |
2023-12-31 |
16,408 |
$432,000 |
2,721 |
|
| FirstPurpose Wealth LLC |
141 |
- |
2024-03-31 |
13,073 |
$360,000 |
1,420 |
|
| HOWARD FINANCIAL SERVICES LTD. |
115 |
- |
2024-03-31 |
11,727 |
$328,000 |
1,612 |
|
| RAYMOND JAMES & ASSOCIATES |
3349 |
- |
2024-03-31 |
10,185 |
$285,000 |
100 |
|
| Private Portfolio Partners LLC |
229 |
- |
2024-03-31 |
9,717 |
$272,000 |
94 |
|
| Strategies Wealth Advisors LLC |
83 |
- |
2024-03-31 |
8,895 |
$249,000 |
205 |
|
| PRINCIPAL SECURITIES INC. |
1268 |
- |
2024-03-31 |
3,573 |
$100,000 |
2,291 |
|
| Coppell Advisory Solutions LLC |
1119 |
- |
2023-12-31 |
200 |
$5,000 |
200 |
|
| TUCKER ASSET MANAGEMENT LLC |
671 |
- |
2023-12-31 |
128 |
$3,000 |
3 |
|
|
40 Records found
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1
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