|
Institutional
Holders
Total
Institutions:
|
211 9 |
|
Total
shares held :
|
26,373,163 |
|
% of shares
held :
|
25.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
-198,862 |
|
% of shares
held change :
|
-0.19% |
|
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 |
MORGAN STANLEY |
940 |
- |
2024-03-31 |
3,615,967 |
$147,495,000 |
-104,939 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
309 |
- |
2024-03-31 |
974,217 |
$39,738,000 |
-26,488 |
|
UBS Group AG |
856 |
- |
2024-03-31 |
969,972 |
$39,565,000 |
-311,504 |
|
AMERIPRISE FINANCIAL INC |
1018 |
- |
2024-03-31 |
781,057 |
$31,859,000 |
-13,767 |
|
ROYAL BANK OF CANADA |
950 |
- |
2024-03-31 |
719,029 |
$29,330,000 |
-36,332 |
|
Advisor Group Holdings Inc. |
424 |
- |
2024-03-31 |
470,370 |
$19,188,000 |
-3,257 |
|
Hamilton Wealth LLC |
8 |
- |
2023-12-31 |
323,773 |
$12,770,000 |
-11,488 |
|
CENTAURUS FINANCIAL INC. |
24 |
- |
2024-03-31 |
293,566 |
$11,975,000 |
-425,881 |
|
Caerus Investment Advisors LLC |
2 |
- |
2024-03-31 |
279,883 |
$11,416,000 |
-2,152 |
|
IHT Wealth Management LLC |
51 |
- |
2024-03-31 |
230,390 |
$9,398,000 |
-81,506 |
|
J.W. COLE ADVISORS INC. |
66 |
- |
2024-03-31 |
152,939 |
$6,238,000 |
-660 |
|
River Street Advisors LLC |
5 |
- |
2024-03-31 |
105,327 |
$4,296,000 |
-1,979 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
66 |
- |
2024-03-31 |
100,114 |
$4,084,000 |
-1,773 |
|
RENAISSANCE TECHNOLOGIES LLC |
1598 |
- |
2024-03-31 |
92,300 |
$3,765,000 |
-11,352 |
|
XML Financial LLC |
74 |
- |
2024-03-31 |
85,821 |
$3,501,000 |
-6,738 |
|
Flaharty Asset Management LLC |
28 |
- |
2024-03-31 |
80,265 |
$3,274,000 |
-1,714 |
|
Investment Partners Asset Management Inc. |
5 |
- |
2024-03-31 |
76,234 |
$3,110,000 |
-398 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
121 |
- |
2024-03-31 |
71,142 |
$2,902,000 |
-3,866 |
|
Uniplan Investment Counsel Inc. |
89 |
- |
2024-03-31 |
69,471 |
$2,833,000 |
-11,345 |
|
FINANCIAL NETWORK |
903 |
- |
2024-03-31 |
63,821 |
$2,603,000 |
-6,162 |
|
ELCO Management Co. LLC |
15 |
- |
2024-03-31 |
62,600 |
$2,553,000 |
-1,600 |
|
Belpointe Asset Management LLC |
114 |
- |
2024-03-31 |
60,812 |
$2,481,000 |
-46,895 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
767 |
- |
2024-03-31 |
53,462 |
$2,181,000 |
-8,264 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
75 |
- |
2024-03-31 |
52,417 |
$2,138,000 |
-3,412 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
78 |
- |
2024-03-31 |
46,745 |
$1,907,000 |
-2,238 |
|
Oversea-Chinese Banking CORP Ltd |
161 |
- |
2024-03-31 |
45,245 |
$1,846,000 |
-3,377 |
|
Concurrent Investment Advisors LLC |
258 |
- |
2024-03-31 |
44,343 |
$1,809,000 |
-11,914 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
531 |
- |
2024-03-31 |
39,393 |
$1,607,000 |
-567 |
|
Sowell Financial Services LLC |
279 |
- |
2024-03-31 |
37,103 |
$1,503,000 |
-13,542 |
|
NATIONAL ASSET MANAGEMENT, INC. |
430 |
- |
2024-03-31 |
36,990 |
$1,439,000 |
-3,801 |
|
Berger Financial Group Inc |
131 |
- |
2024-03-31 |
31,953 |
$1,303,000 |
-1,134 |
|
MML INVESTORS SERVICES LLC |
1332 |
- |
2024-03-31 |
28,018 |
$1,143,000 |
-451 |
|
COMERICA BANK |
1474 |
- |
2024-03-31 |
27,742 |
$1,132,000 |
-367 |
|
RSM US WEALTH MANAGEMENT LLC |
254 |
- |
2024-03-31 |
26,884 |
$1,097,000 |
-728 |
|
COMERICA SECURITIESINC. |
193 |
- |
2023-09-30 |
28,023 |
$1,090,000 |
-4,290 |
|
Pasadena Private Wealth LLC |
46 |
- |
2024-03-31 |
24,809 |
$1,012,000 |
-7,035 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
171 |
- |
2024-03-31 |
24,448 |
$997,000 |
-1,457 |
|
Stratos Wealth Partners LTD. |
647 |
- |
2024-03-31 |
23,930 |
$976,000 |
-582 |
|
Bensler LLC |
91 |
- |
2024-03-31 |
21,720 |
$886,000 |
-5,134 |
|
Joseph P. Lucia & Associates LLC |
60 |
- |
2024-03-31 |
20,982 |
$856,000 |
-1,407 |
|
Equitable Holdings Inc. |
658 |
- |
2024-03-31 |
20,554 |
$838,000 |
-1,898 |
|
GOFEN & GLOSSBERG LLC /IL/ |
267 |
- |
2022-12-31 |
19,674 |
$775,000 |
-62,282 |
|
OLD MISSION CAPITAL LLC |
457 |
- |
2024-03-31 |
18,472 |
$753,000 |
-184,027 |
|
Consolidated Planning Corp |
98 |
- |
2024-03-31 |
17,293 |
$705,000 |
-2,563 |
|
Union Bankshares Corp |
190 |
- |
2024-03-31 |
16,770 |
$684,000 |
-6,261 |
|
Iron Horse Wealth Management LLC |
17 |
- |
2024-03-31 |
16,584 |
$676,000 |
-6,482 |
|
CAP Partners LLC |
48 |
- |
2024-03-31 |
16,498 |
$673,000 |
-1,761 |
|
IFP Advisors Inc |
483 |
- |
2023-12-31 |
16,440 |
$648,000 |
-27,766 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3108 |
- |
2024-03-31 |
15,695 |
$640,000 |
-47,850 |
|
Significant Wealth Partners LLC |
66 |
- |
2024-03-31 |
15,375 |
$627,000 |
-20,410 |
|
Armor Investment Advisors LLC |
67 |
- |
2024-03-31 |
14,862 |
$606,000 |
-2,926 |
|
QP WEALTH MANAGEMENT LLC |
32 |
- |
2023-09-30 |
15,305 |
$595,000 |
-820 |
|
Lido Advisors LLC |
758 |
- |
2024-03-31 |
14,315 |
$584,000 |
-5,439 |
|
Eudaimonia Partners LLC |
143 |
- |
2024-03-31 |
14,301 |
$583,000 |
-2,030 |
|
Foundations Investment Advisors LLC |
440 |
- |
2024-03-31 |
13,690 |
$558,000 |
-5,102 |
|
CI Private Wealth LLC |
1579 |
- |
2024-03-31 |
13,340 |
$544,000 |
-398 |
|
OPPENHEIMER & CO INC |
968 |
- |
2024-03-31 |
12,958 |
$529,000 |
-141 |
|
GeoWealth Management LLC |
430 |
- |
2024-03-31 |
12,350 |
$504,000 |
-2,984 |
|
Lifeworks Advisors LLC |
132 |
- |
2024-03-31 |
11,507 |
$469,000 |
-3,344 |
|
EUDAIMONIA ADVISORS LLC |
108 |
- |
2024-03-31 |
11,406 |
$465,000 |
-898 |
|
MANCHESTER FINANCIAL INC |
57 |
- |
2024-03-31 |
11,065 |
$451,000 |
-1,292 |
|
Semus Wealth Partners LLC |
61 |
- |
2024-03-31 |
10,688 |
$436,000 |
-538 |
|
FLAGSHIP HARBOR ADVISORS LLC |
421 |
- |
2024-03-31 |
10,518 |
$429,000 |
-2,081 |
|
MILESTONE ASSET MANAGEMENT LLC |
124 |
- |
2024-03-31 |
8,990 |
$367,000 |
-1,809 |
|
Weaver Consulting Group |
134 |
- |
2024-03-31 |
8,904 |
$363,000 |
-646 |
|
MidWestOne Financial Group Inc. |
237 |
- |
2024-03-31 |
8,400 |
$343,000 |
-9,500 |
|
Ausdal Financial Partners Inc. |
375 |
- |
2024-03-31 |
7,233 |
$295,000 |
-532 |
|
Richard P Slaughter Associates Inc |
120 |
- |
2024-03-31 |
7,059 |
$288,000 |
-204,584 |
|
NATIONAL BANK OF CANADA /FI/ |
1181 |
- |
2024-03-31 |
7,084 |
$286,000 |
-381 |
|
AE Wealth Management LLC |
1003 |
- |
2024-03-31 |
6,298 |
$257,000 |
-163,825 |
|
MOSELEY INVESTMENT MANAGEMENT INC |
127 |
- |
2024-03-31 |
5,599 |
$228,000 |
-190 |
|
Financial Advocates Investment Management |
683 |
- |
2024-03-31 |
5,553 |
$226,000 |
-4,081 |
|
Tidemark LLC |
135 |
- |
2024-03-31 |
4,006 |
$163,000 |
-192 |
|
MEADOWBROOK INVESTMENT ADVISORS LLC |
121 |
- |
2024-03-31 |
3,956 |
$161,000 |
-925 |
|
Providence Capital Advisors LLC |
128 |
- |
2024-03-31 |
2,440 |
$100,000 |
-1,190 |
|
ALPHAMARK ADVISORS LLC |
298 |
- |
2024-03-31 |
1,875 |
$76,000 |
-125 |
|
J P MORGAN CHASE & CO |
4626 |
- |
2024-03-31 |
1,519 |
$62,000 |
-366,260 |
|
FMR LLC |
4033 |
- |
2024-03-31 |
285 |
$12,000 |
-122 |
|
CFG ASSET MANAGEMENT LLC |
238 |
- |
2024-03-31 |
305 |
$12,000 |
-160 |
|
TOWER RESEARCH CAPITAL LLC |
5028 |
- |
2024-03-31 |
41 |
$2,000 |
-3,178 |
|
ATTICUS WEALTH MANAGEMENT LLC |
491 |
- |
2024-03-31 |
34 |
$1,000 |
-346 |
|
CITADEL ADVISORS LLC |
5633 |
- |
2024-03-31 |
25 |
$1,000 |
-46,010 |
|
|
82 Records found
|
1
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