|
Institutional
Holders
Total
Institutions:
|
169 9 |
|
Total
shares held :
|
4,052,144 |
|
% of shares
held :
|
28.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
Amount
of shares held :
|
-108,183 |
|
% of shares
held change :
|
-0.77% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
1186 |
- |
2024-03-31 |
226,191 |
$12,375,000 |
-409,911 |
|
WELLS FARGO & CO/MN |
1694 |
- |
2024-03-31 |
142,276 |
$7,784,000 |
-15,893 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
16 |
- |
2024-03-31 |
117,515 |
$6,429,000 |
-103 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1020 |
- |
2024-03-31 |
116,465 |
$6,372,000 |
-15,521 |
|
Brookstone Capital Management |
243 |
- |
2024-03-31 |
74,984 |
$4,102,000 |
-2,961 |
|
PRUDENTIAL CORP PLC |
333 |
- |
2024-03-31 |
57,150 |
$3,127,000 |
-2,950 |
|
ROYAL BANK OF CANADA |
2382 |
- |
2024-03-31 |
44,837 |
$2,454,000 |
-576 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1565 |
- |
2024-03-31 |
41,353 |
$2,262,000 |
-602 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1209 |
- |
2024-03-31 |
39,127 |
$2,141,000 |
-2,186 |
|
Private Advisor Group LLC |
775 |
- |
2024-03-31 |
39,088 |
$2,139,000 |
-3,061 |
|
Wealthfront Advisers LLC |
483 |
- |
2024-03-31 |
36,739 |
$2,010,000 |
-4,699 |
|
ENVESTNET ASSET MANAGEMENT INC |
2565 |
- |
2024-03-31 |
35,824 |
$1,960,000 |
-271 |
|
Mutual Advisors LLC |
325 |
- |
2024-03-31 |
29,203 |
$1,598,000 |
-137 |
|
Wealth Management Partners LLC |
31 |
- |
2024-03-31 |
25,079 |
$1,372,000 |
-958 |
|
AVIANCE CAPITAL PARTNERS, LLC |
136 |
- |
2024-03-31 |
20,000 |
$1,094,000 |
-10,000 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2464 |
- |
2024-03-31 |
19,604 |
$1,073,000 |
-26,930 |
|
Kestra Advisory Services LLC |
1247 |
- |
2024-03-31 |
17,864 |
$977,000 |
-1 |
|
MML INVESTORS SERVICES LLC |
1435 |
- |
2024-03-31 |
17,821 |
$975,000 |
-7,609 |
|
CWM LLC |
917 |
- |
2024-03-31 |
15,556 |
$851,000 |
-7,294 |
|
BANK OF NEW YORK MELLON CORP |
3231 |
- |
2024-03-31 |
14,973 |
$819,000 |
-61 |
|
RAYMOND JAMES & ASSOCIATES |
2708 |
- |
2024-03-31 |
14,843 |
$812,000 |
-2,165 |
|
Stratos Wealth Partners LTD. |
708 |
- |
2024-03-31 |
14,693 |
$804,000 |
-1,822 |
|
FINANCIAL NETWORK |
1632 |
- |
2024-03-31 |
13,991 |
$765,000 |
-1,379 |
|
STIFEL FINANCIAL CORP |
2361 |
- |
2024-03-31 |
13,845 |
$757,000 |
-1,894 |
|
BB&T CORP |
1769 |
- |
2024-03-31 |
12,547 |
$686,000 |
-851 |
|
MARINER WEALTH ADVISORS, LLC |
1869 |
- |
2024-03-31 |
11,183 |
$612,000 |
-582 |
|
OPPENHEIMER ASSET MANAGEMENT INC |
816 |
- |
2024-03-31 |
9,863 |
$540,000 |
-399 |
|
UBS Group AG |
4094 |
- |
2024-03-31 |
9,031 |
$494,000 |
-849 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1591 |
- |
2024-03-31 |
8,872 |
$485,000 |
-4,247 |
|
Tyler-Stone Wealth Management |
94 |
- |
2024-03-31 |
8,735 |
$478,000 |
-450 |
|
Purus Wealth Management LLC |
68 |
- |
2024-03-31 |
8,142 |
$445,000 |
-562 |
|
PFG Advisors |
422 |
- |
2024-03-31 |
8,109 |
$444,000 |
-62 |
|
JANE STREET GROUP LLC |
4020 |
- |
2024-03-31 |
7,843 |
$429,000 |
-23,878 |
|
Steward Partners Investment Advisory LLC |
1133 |
- |
2024-03-31 |
7,517 |
$411,000 |
-2,233 |
|
Insight Advisors LLC/ PA |
198 |
- |
2024-03-31 |
6,876 |
$376,000 |
-2,624 |
|
NBC SECURITIES INC. |
556 |
- |
2024-03-31 |
6,273 |
$343,000 |
-2,210 |
|
Granite Bay Wealth Management LLC |
|
- |
2024-03-31 |
6,018 |
$329,000 |
-591,315 |
|
Atria Wealth Solutions Inc. |
1534 |
- |
2024-03-31 |
5,602 |
$306,000 |
-7,812 |
|
GTS SECURITIES LLC |
997 |
- |
2024-03-31 |
5,431 |
$297,000 |
-22,846 |
|
CREATIVE PLANNING |
2267 |
- |
2024-03-31 |
5,274 |
$289,000 |
-1,801 |
|
Csenge Advisory Group |
559 |
- |
2024-03-31 |
5,268 |
$288,000 |
-101 |
|
Goss Wealth Management LLC |
1696 |
- |
2024-03-31 |
4,653 |
$255,000 |
-478 |
|
UNITED ASSET STRATEGIES, INC. |
215 |
- |
2024-03-31 |
4,444 |
$243,000 |
-37 |
|
Bickling Financial Services Inc. |
109 |
- |
2022-12-31 |
5,364 |
$220,000 |
-42 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1166 |
- |
2024-03-31 |
3,816 |
$209,000 |
-179 |
|
TWO SIGMA SECURITIES LLC |
865 |
- |
2024-03-31 |
3,756 |
$205,000 |
-74 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1741 |
- |
2024-03-31 |
2,178 |
$119,000 |
-286 |
|
PNC FINANCIAL SERVICES GROUP INC |
2733 |
- |
2024-03-31 |
1,465 |
$80,000 |
-365 |
|
TOWER RESEARCH CAPITAL LLC |
2334 |
- |
2024-03-31 |
844 |
$46,000 |
-11,577 |
|
HARBOUR INVESTMENTS INC. |
1671 |
- |
2023-12-31 |
541 |
$31,000 |
-228 |
|
CITADEL ADVISORS LLC |
5234 |
- |
2024-03-31 |
533 |
$29,000 |
-11,637 |
|
PRINCIPAL SECURITIES INC. |
1830 |
- |
2024-03-31 |
509 |
$28,000 |
-7,496 |
|
AdvisorNet Financial Inc |
1046 |
- |
2024-03-31 |
380 |
$21,000 |
-917 |
|
Global Retirement Partners LLC |
1853 |
- |
2024-03-31 |
315 |
$17,000 |
-588 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1051 |
- |
2024-03-31 |
258 |
$14,000 |
-610 |
|
COMERICA BANK |
3228 |
- |
2024-03-31 |
124 |
$7,000 |
-119 |
|
Cutler Group LP |
711 |
- |
2024-03-31 |
100 |
$5,000 |
-700 |
|
BANK OF MONTREAL /CAN/ |
3261 |
- |
2024-03-31 |
91 |
$5,000 |
-500 |
|
GPS Wealth Strategies Group LLC |
1031 |
- |
2024-03-31 |
65 |
$4,000 |
-22 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
553 |
- |
2024-03-31 |
57 |
$3,000 |
-5 |
|
Creekmur Asset Management LLC |
638 |
- |
2024-03-31 |
52 |
$3,000 |
-1 |
|
WETZEL INVESTMENT ADVISORS INC. |
928 |
- |
2024-03-31 |
20 |
$1,000 |
-195 |
|
BARCLAYS PLC |
3958 |
- |
2024-03-31 |
22 |
$1,000 |
-431 |
|
Venturi Wealth Management LLC |
1359 |
- |
2024-03-31 |
20 |
$1,000 |
-46 |
|
Global Financial Private Client LLC |
622 |
- |
2024-03-31 |
13 |
$1,000 |
-12 |
|
Hexagon Capital Partners LLC |
1340 |
- |
2024-03-31 |
2 |
$0 |
-1 |
|
|
66 Records found
|
1
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