|
Institutional
Holders
Total
Institutions:
|
142 1 |
|
Total
shares held :
|
61,477,093 |
|
% of shares
held :
|
14.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
Amount
of shares held :
|
2,655,295 |
|
% of shares
held change :
|
0.65% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.56 |
|
Last
Quarter's Ending
Price :
|
$18.64 |
|
Last
Quarter's Average
Price :
|
$18.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.20 (1.11%) |
|
|
|
|
|
|
|
|
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 |
346 |
- |
2024-03-31 |
4,934,316 |
$91,976,000 |
-638,786 |
|
ENVESTNET ASSET MANAGEMENT INC |
1330 |
- |
2024-03-31 |
730,200 |
$13,611,000 |
-97,267 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
345 |
- |
2024-03-31 |
394,622 |
$7,356,000 |
-268,575 |
|
ALESCO ADVISORS LLC |
36 |
- |
2024-03-31 |
297,264 |
$5,541,000 |
-1,659 |
|
Aspire Private Capital LLC |
19 |
- |
2024-03-31 |
267,600 |
$4,988,000 |
-58,816 |
|
Cetera Investment Advisers |
1151 |
- |
2024-03-31 |
195,545 |
$3,645,000 |
-38,561 |
|
Advisor Group Holdings Inc. |
1305 |
- |
2024-03-31 |
181,872 |
$3,390,000 |
-63,557 |
|
MORGAN STANLEY |
4181 |
- |
2024-03-31 |
167,686 |
$3,126,000 |
-223,388 |
|
RAYMOND JAMES & ASSOCIATES |
1987 |
- |
2024-03-31 |
138,612 |
$2,584,000 |
-11,516 |
|
PARK AVENUE SECURITIES LLC |
342 |
- |
2024-03-31 |
129,291 |
$2,410,000 |
-15,881 |
|
Farther Finance Advisors LLC |
126 |
- |
2024-03-31 |
120,234 |
$2,218,000 |
-6,691 |
|
Hibernia Wealth Partners LLC |
14 |
- |
2024-03-31 |
116,316 |
$2,168,000 |
-28,125 |
|
ICA Group Wealth Management LLC |
53 |
- |
2024-03-31 |
100,627 |
$1,876,000 |
-21,357 |
|
FINANCIAL NETWORK |
1062 |
- |
2024-03-31 |
100,084 |
$1,866,000 |
-29,945 |
|
GeoWealth Management LLC |
191 |
- |
2024-03-31 |
93,005 |
$1,734,000 |
-42,779 |
|
Private Advisor Group LLC |
899 |
- |
2024-03-31 |
89,320 |
$1,665,000 |
-22,479 |
|
Perigon Wealth Management LLC |
277 |
- |
2024-03-31 |
88,341 |
$1,647,000 |
-334 |
|
Orion Portfolio Solutions LLC |
771 |
- |
2024-03-31 |
84,246 |
$1,570,000 |
-8,201 |
|
MML INVESTORS SERVICES LLC |
1179 |
- |
2024-03-31 |
82,232 |
$1,533,000 |
-164,168 |
|
ROYAL BANK OF CANADA |
2688 |
- |
2024-03-31 |
82,196 |
$1,532,000 |
-63,197 |
|
Mutual Advisors LLC |
347 |
- |
2024-03-31 |
78,463 |
$1,463,000 |
-2,488 |
|
Beacon Pointe Advisors LLC |
593 |
- |
2024-03-31 |
71,210 |
$1,327,000 |
-4,235 |
|
DEUTSCHE BANK AG |
1820 |
- |
2024-03-31 |
67,876 |
$1,265,000 |
-1,272 |
|
Raleigh Capital Management Inc. |
61 |
- |
2024-03-31 |
63,074 |
$1,176,000 |
-25,797 |
|
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
22 |
- |
2024-03-31 |
60,609 |
$1,120,000 |
-73,057 |
|
AXXCESS WEALTH MANAGEMENT LLC |
368 |
- |
2024-03-31 |
53,890 |
$1,005,000 |
-19,704 |
|
McNamara Financial Services Inc. |
28 |
- |
2024-03-31 |
49,475 |
$922,000 |
-13,552 |
|
CAPITAL WEALTH MANAGEMENT LLC |
26 |
- |
2024-03-31 |
46,165 |
$861,000 |
-5,022 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2226 |
- |
2024-03-31 |
39,908 |
$744,000 |
-17,130 |
|
Belpointe Asset Management LLC |
356 |
- |
2024-03-31 |
38,043 |
$709,000 |
-6,739 |
|
Strategic Financial Concepts LLC |
144 |
- |
2024-03-31 |
33,712 |
$628,000 |
-10,264 |
|
Tidemark LLC |
62 |
- |
2024-03-31 |
32,091 |
$598,000 |
-16,861 |
|
VALMARK ADVISERS INC |
344 |
- |
2024-03-31 |
31,001 |
$578,000 |
-6,294 |
|
PNC FINANCIAL SERVICES GROUP INC |
1515 |
- |
2024-03-31 |
27,557 |
$514,000 |
-10 |
|
HARBOUR INVESTMENTS INC. |
550 |
- |
2023-12-31 |
25,520 |
$474,000 |
-4,900 |
|
Pallas Capital Advisors LLC |
298 |
- |
2024-03-31 |
23,944 |
$446,000 |
-2,047 |
|
Financial Advocates Investment Management |
484 |
- |
2024-03-31 |
23,317 |
$435,000 |
-859 |
|
RFG Advisory Group LLC |
542 |
- |
2024-03-31 |
21,767 |
$406,000 |
-17,096 |
|
Argent Trust Co |
456 |
- |
2024-03-31 |
21,252 |
$396,000 |
-4,621 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
112 |
- |
2024-03-31 |
21,130 |
$394,000 |
-10,764 |
|
Aveo Capital Partners LLC |
263 |
- |
2024-03-31 |
20,410 |
$375,000 |
-10,397 |
|
Change Path LLC |
660 |
- |
2024-03-31 |
19,877 |
$371,000 |
-1,962 |
|
Tradition Wealth Management LLC |
279 |
- |
2024-03-31 |
18,664 |
$348,000 |
-115,030 |
|
Capital Wealth Alliance LLC |
72 |
- |
2024-03-31 |
18,167 |
$339,000 |
-3,813 |
|
Balboa Wealth Partners |
152 |
- |
2024-03-31 |
17,516 |
$326,000 |
-2,969 |
|
Western Wealth Management LLC |
506 |
- |
2024-03-31 |
15,992 |
$298,000 |
-18,388 |
|
Austin Private Wealth LLC |
177 |
- |
2024-03-31 |
14,900 |
$275,000 |
-3,522 |
|
Keystone Financial Group |
287 |
- |
2024-03-31 |
13,349 |
$249,000 |
-570 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2029 |
- |
2024-03-31 |
13,188 |
$246,000 |
-6,509 |
|
AE Wealth Management LLC |
1028 |
- |
2024-03-31 |
12,721 |
$237,000 |
-157,259 |
|
RICHARDSON FINANCIAL SERVICES INC. |
130 |
- |
2024-03-31 |
12,601 |
$235,000 |
-6,059 |
|
Revisor Wealth Management LLC |
172 |
- |
2024-03-31 |
12,110 |
$225,000 |
-2,857 |
|
L.M. KOHN & COMPANY |
239 |
- |
2024-03-31 |
11,715 |
$218,000 |
-484 |
|
MARINER WEALTH ADVISORS, LLC |
2775 |
- |
2024-03-31 |
10,338 |
$193,000 |
-1,397 |
|
Atria Wealth Solutions Inc. |
1818 |
- |
2024-03-31 |
10,124 |
$189,000 |
-24,007 |
|
USAdvisors Wealth Management LLC |
131 |
- |
2024-03-31 |
10,069 |
$187,000 |
-3,529 |
|
Integrated Wealth Concepts LLC |
1510 |
- |
2024-03-31 |
10,041 |
$187,000 |
-5,240 |
|
VisionPoint Advisory Group LLC |
179 |
- |
2024-03-31 |
8,481 |
$158,000 |
-919 |
|
Goss Wealth Management LLC |
1952 |
- |
2024-03-31 |
7,316 |
$136,000 |
-7,249 |
|
CITIGROUP INC |
3281 |
- |
2024-03-31 |
7,059 |
$132,000 |
-545 |
|
WELLS FARGO & CO/MN |
4314 |
- |
2024-03-31 |
5,501 |
$103,000 |
-6,863 |
|
Global Financial Private Client LLC |
233 |
- |
2024-03-31 |
5,559 |
$103,000 |
-25,608 |
|
IFP Advisors Inc |
1415 |
- |
2023-12-31 |
3,384 |
$63,000 |
-3,168 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1354 |
- |
2024-03-31 |
2,069 |
$37,000 |
-73 |
|
FMR LLC |
3837 |
- |
2024-03-31 |
1,107 |
$21,000 |
-187 |
|
Richard W. Paul & Associates LLC |
333 |
- |
2024-03-31 |
420 |
$8,000 |
-3,186 |
|
COMERICA BANK |
3280 |
- |
2024-03-31 |
266 |
$5,000 |
-117 |
|
Smartleaf Asset Management LLC |
1015 |
- |
2024-03-31 |
277 |
$5,000 |
-13 |
|
GRADIENT INVESTMENTS LLC |
852 |
- |
2024-03-31 |
30 |
$1,000 |
-248 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1556 |
- |
2024-03-31 |
41 |
$1,000 |
-540 |
|
Covestor Ltd |
2629 |
- |
2024-03-31 |
9 |
$0 |
-4 |
|
|
71 Records found
|
1
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