Security key
09248D104
CUSIP: 09248D104
Security key
09248D104
Report period
Q3 2021
Institutions
54
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
513,750
|
$13,229,000 | — | 30 Jun 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
323,113
|
$8,320,000 | — | 30 Jun 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
293,140
|
$7,548,000 | — | 30 Jun 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
146,137
|
$3,763,000 | — | 30 Jun 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
125,465
|
$3,232,000 | — | 30 Jun 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
96,435
|
$2,483,000 | — | 30 Jun 2021 | |
| Loveless Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
92,925
|
$2,393,000 | — | 30 Jun 2021 | |
| Ahrens Investment Partners LLC |
13F
|
Company |
—
class O/S missing
|
91,824
|
$2,364,000 | — | 30 Jun 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
85,064
|
$2,190,000 | — | 30 Jun 2021 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
82,428
|
$2,123,000 | — | 30 Jun 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
78,188
|
$2,013,000 | — | 30 Jun 2021 | |
| Wealthspire Retirement, LLC |
13F
|
Company |
—
class O/S missing
|
75,055
|
$1,932,702 | — | 30 Jun 2021 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
55,444
|
$1,428,000 | — | 30 Jun 2021 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
51,518
|
$1,327,000 | — | 30 Jun 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
40,271
|
$1,037,000 | — | 30 Jun 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
35,903
|
$924,000 | — | 30 Jun 2021 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
—
class O/S missing
|
32,186
|
$829,000 | — | 30 Jun 2021 | |
| AdvisorNet Financial, Inc |
13F
|
Company |
—
class O/S missing
|
31,735
|
$817,000 | — | 30 Jun 2021 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
31,227
|
$804,000 | — | 30 Jun 2021 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
15,894
|
$411,000 | — | 30 Jun 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
15,558
|
$401,000 | — | 30 Jun 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
13,966
|
$360,000 | — | 30 Jun 2021 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
13,966
|
$360,000 | — | 30 Jun 2021 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
13,483
|
$347,000 | — | 30 Jun 2021 | |
| Liberty Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
13,480
|
$347,000 | — | 30 Jun 2021 | |
| FIRST FOUNDATION ADVISORS |
13F
|
Company |
—
class O/S missing
|
11,736
|
$302,000 | — | 30 Jun 2021 | |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
13F
|
Company |
—
class O/S missing
|
11,723
|
$302,000 | — | 30 Jun 2021 | |
| HM PAYSON & CO |
13F
|
Company |
—
class O/S missing
|
10,000
|
$258,000 | — | 30 Jun 2021 | |
| Moors & Cabot, Inc. |
13F
|
Company |
—
class O/S missing
|
9,480
|
$244,000 | — | 30 Jun 2021 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
9,075
|
$234,000 | — | 30 Jun 2021 | |
| Marcum Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
8,331
|
$215,000 | — | 30 Jun 2021 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
8,260
|
$213,000 | — | 30 Jun 2021 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
8,141
|
$210,000 | — | 30 Jun 2021 | |
| BUCKINGHAM STRATEGIC WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
7,794
|
$201,000 | — | 30 Jun 2021 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
6,107
|
$157,000 | — | 30 Jun 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
4,750
|
$122,000 | — | 30 Jun 2021 | |
| NEXT Financial Group, Inc |
13F
|
Company |
—
class O/S missing
|
2,687
|
$69,000 | — | 30 Jun 2021 | |
| CX Institutional |
13F
|
Company |
—
class O/S missing
|
2,308
|
$59,000 | — | 30 Jun 2021 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
2,202
|
$57,000 | — | 30 Jun 2021 | |
| FourThought Financial, LLC |
13F
|
Company |
—
class O/S missing
|
2,210
|
$56,000 | — | 30 Jun 2021 | |
| HBC Financial Services, PLLC |
13F
|
Company |
—
class O/S missing
|
1,700
|
$42,000 | — | 30 Jun 2021 | |
| Ellis Investment Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,661
|
$42,000 | — | 30 Jun 2021 | |
| REILLY FINANCIAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
1,550
|
$40,000 | — | 30 Jun 2021 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
—
class O/S missing
|
1,375
|
$35,000 | — | 30 Jun 2021 | |
| Graves Light Lenhart Wealth, Inc. |
13F
|
Company |
—
class O/S missing
|
1,200
|
$31,000 | — | 30 Jun 2021 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
866
|
$22,000 | — | 30 Jun 2021 | |
| Johnson Midwest Financial, LLC |
13F
|
Company |
—
class O/S missing
|
732
|
$19,000 | — | 30 Jun 2021 | |
| American Portfolios Advisors |
13F
|
Company |
—
class O/S missing
|
475
|
$12,231 | — | 30 Jun 2021 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
436
|
$11,000 | — | 30 Jun 2021 | |
| Addison Advisors LLC |
13F
|
Company |
—
class O/S missing
|
292
|
$8,000 | — | 30 Jun 2021 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 Value $ | Q3 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).