|
Institutional
Holders
Total
Institutions:
|
58 2 |
|
Total
shares held :
|
3,960,979 |
|
% of shares
held :
|
4.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-910,614 |
|
% of shares
held change :
|
-1.01% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
1643 |
- |
2023-12-31 |
237,433 |
$7,194,000 |
-17,374 |
|
RAYMOND JAMES & ASSOCIATES |
1351 |
- |
2024-03-31 |
220,853 |
$7,039,000 |
-302 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
28 |
- |
2024-03-31 |
164,808 |
$5,252,000 |
-9,299 |
|
We Are One Seven LLC |
96 |
- |
2023-12-31 |
142,757 |
$4,326,000 |
-1,809 |
|
Delta Investment Management LLC |
22 |
- |
2024-03-31 |
128,340 |
$4,090,000 |
-63,351 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
729 |
- |
2024-03-31 |
121,549 |
$3,874,000 |
-4,085 |
|
Kestra Advisory Services LLC |
695 |
*New |
2023-12-31 |
82,287 |
$2,493,000 |
82,287 |
|
OLD MISSION CAPITAL LLC |
223 |
- |
2023-12-31 |
82,103 |
$2,488,000 |
82,103 |
|
CENTAURUS FINANCIAL INC. |
|
- |
2024-03-31 |
62,110 |
$1,979,000 |
-806 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1790 |
- |
2024-03-31 |
61,174 |
$1,950,000 |
-54,334 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1299 |
- |
2024-03-31 |
59,351 |
$1,891,000 |
-2,495 |
|
Brookstone Capital Management |
374 |
- |
2024-03-31 |
53,604 |
$1,708,000 |
-460,753 |
|
Advisor Group Holdings Inc. |
2180 |
- |
2024-03-31 |
36,871 |
$1,175,000 |
-23,603 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2463 |
- |
2024-03-31 |
33,685 |
$1,074,000 |
-21,116 |
|
Chicago Partners Investment Group LLC |
312 |
- |
2024-03-31 |
32,647 |
$1,034,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
626 |
- |
2023-12-31 |
29,491 |
$894,000 |
-3,473 |
|
Arete Wealth Advisors LLC |
|
- |
2024-03-31 |
25,038 |
$798,000 |
-488 |
|
LPL FINANCIAL CORP |
3331 |
- |
2024-03-31 |
24,994 |
$797,000 |
1,366 |
|
Ameritas Advisory Services LLC |
367 |
- |
2023-12-31 |
21,834 |
$662,000 |
-27,060 |
|
BEDEL FINANCIAL CONSULTING INC |
98 |
- |
2023-09-30 |
22,336 |
$631,000 |
0 |
|
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
319 |
- |
2024-03-31 |
17,500 |
$558,000 |
0 |
|
FINANCIAL NETWORK |
1816 |
- |
2023-12-31 |
17,674 |
$536,000 |
-272 |
|
Spire Wealth Management |
511 |
- |
2024-03-31 |
15,700 |
$500,000 |
0 |
|
KFG WEALTH MANAGEMENT LLC |
88 |
- |
2024-03-31 |
15,609 |
$497,000 |
545 |
|
HANSON MCCLAIN, INC. |
566 |
- |
2024-03-31 |
14,101 |
$449,000 |
-81,526 |
|
Bedel Financial Consulting Inc. |
144 |
- |
2024-03-31 |
13,783 |
$439,000 |
0 |
|
RETIREMENT GUYS FORMULA LLC |
101 |
- |
2024-03-31 |
13,092 |
$417,000 |
-2 |
|
ALTFEST L J & CO INC |
222 |
- |
2024-03-31 |
11,874 |
$378,000 |
-1,653 |
|
MONEY CONCEPTS CAPITAL CORP |
317 |
- |
2024-03-31 |
11,494 |
$366,000 |
0 |
|
RFG Advisory Group LLC |
573 |
*New |
2024-03-31 |
11,038 |
$352,000 |
11,038 |
|
Steward Partners Investment Advisory LLC |
1154 |
- |
2023-12-31 |
11,464 |
$347,000 |
0 |
|
Emerald Investment Partners LLC |
228 |
- |
2024-03-31 |
10,326 |
$329,000 |
-5,452 |
|
Berger Financial Group Inc |
269 |
- |
2024-03-31 |
9,809 |
$313,000 |
-112 |
|
JANNEY MONTGOMERY SCOTT LLC |
2308 |
- |
2024-03-31 |
9,629 |
$307,000 |
-1,800 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2837 |
- |
2024-03-31 |
9,215 |
$294,000 |
71 |
|
CITADEL ADVISORS LLC |
|
- |
2024-03-31 |
8,306 |
$265,000 |
657 |
|
Archer Investment Corp |
200 |
- |
2024-03-31 |
8,057 |
$257,000 |
-444 |
|
Comprehensive Financial Consultants Institutional |
141 |
- |
2024-03-31 |
7,890 |
$251,000 |
-40,079 |
|
SMITH SHELLNUT WILSON LLC /ADV |
115 |
- |
2024-03-31 |
7,531 |
$240,000 |
0 |
|
Tradition Wealth Management LLC |
|
*New |
2024-03-31 |
7,499 |
$239,000 |
7,499 |
|
JANE STREET GROUP LLC |
|
*New |
2024-03-31 |
7,323 |
$233,000 |
7,323 |
|
Accurate Wealth Management LLC |
255 |
- |
2024-03-31 |
7,289 |
$228,000 |
-1,071 |
|
Castleview Partners LLC |
205 |
- |
2024-03-31 |
4,784 |
$152,000 |
0 |
|
Sugarloaf Wealth Management LLC |
223 |
- |
2024-03-31 |
3,358 |
$107,000 |
0 |
|
MORGAN STANLEY |
5721 |
- |
2023-12-31 |
3,500 |
$106,000 |
0 |
|
UBS Group AG |
4930 |
- |
2023-12-31 |
3,253 |
$99,000 |
2,079 |
|
Capital Investment Advisory Services LLC |
569 |
- |
2024-03-31 |
3,000 |
$96,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1308 |
- |
2024-03-31 |
2,821 |
$90,000 |
253 |
|
CWM LLC |
2048 |
- |
2024-03-31 |
2,275 |
$73,000 |
536 |
|
BANK OF MONTREAL /CAN/ |
|
- |
2024-03-31 |
2,000 |
$64,000 |
0 |
|
SRS Capital Advisors Inc. |
|
- |
2024-03-31 |
98 |
$3,000 |
0 |
|
Larson Financial Group LLC |
1360 |
- |
2024-03-31 |
71 |
$2,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
604 |
- |
2024-03-31 |
40 |
$1,000 |
-1,950 |
|
SageView Advisory Group LLC |
534 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,278,908 |
|
J P MORGAN CHASE & CO |
5525 |
- |
2024-03-31 |
7 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2098 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,660 |
|
ROYAL BANK OF CANADA |
|
*Closed |
2024-03-31 |
0 |
$0 |
-3,181 |
|
Stone House Investment Management LLC |
334 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,743 |
|
MILESTONE ASSET MANAGEMENT LLC |
169 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,484 |
|
PROEQUITIES INC. |
8773 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MML INVESTORS SERVICES LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8,910 |
|
Foundations Investment Advisors LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8,582 |
|
GTS SECURITIES LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-11,482 |
|
|
63 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|