|
Institutional
Holders
Total
Institutions:
|
52 1 |
|
Total
shares held :
|
21,185,567 |
|
% of shares
held :
|
23.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
299,877 |
|
% of shares
held change :
|
0.33% |
|
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 |
Aptus Capital Advisors LLC |
1 |
- |
2024-03-31 |
8,120,844 |
$292,609,000 |
582,420 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
1 |
- |
2024-03-31 |
2,624,366 |
$94,559,000 |
95,490 |
|
BROGAN FINANCIAL INC. |
1 |
- |
2024-03-31 |
1,861,458 |
$67,072,000 |
80,281 |
|
Integrated Wealth Concepts LLC |
22 |
- |
2024-03-31 |
1,345,645 |
$48,488,000 |
285,077 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
301 |
- |
2024-03-31 |
1,125,463 |
$40,552,000 |
646,661 |
|
Sugarloaf Wealth Management LLC |
2 |
- |
2024-03-31 |
1,040,355 |
$37,486,000 |
85,611 |
|
Second Line Capital LLC |
1 |
- |
2024-03-31 |
1,009,708 |
$36,382,000 |
48,382 |
|
FIRST HEARTLAND CONSULTANTS INC |
3 |
- |
2024-03-31 |
788,431 |
$28,409,000 |
-36,683 |
|
ENVESTNET ASSET MANAGEMENT INC |
999 |
- |
2024-03-31 |
673,394 |
$24,264,000 |
230,418 |
|
Waterloo Capital L.P. |
4 |
- |
2024-03-31 |
568,431 |
$20,482,000 |
18,944 |
|
Compass Ion Advisors LLC |
7 |
- |
2024-03-31 |
498,931 |
$17,977,000 |
-8,790 |
|
TrueWealth Advisors LLC |
2 |
- |
2024-03-31 |
404,968 |
$14,592,000 |
18,165 |
|
ADVISORY SERVICES NETWORK, LLC |
66 |
- |
2024-03-31 |
371,323 |
$13,379,000 |
55,919 |
|
MCCORMACK ADVISORS INTERNATIONAL |
124 |
- |
2024-03-31 |
365,378 |
$13,165,000 |
59,304 |
|
Bienville Capital Management LLC |
6 |
- |
2024-03-31 |
360,630 |
$12,994,000 |
-500 |
|
Spotlight Asset Group Inc. |
1 |
- |
2024-03-31 |
317,633 |
$11,445,000 |
59,030 |
|
Sunburst Financial Group LLC |
7 |
*New |
2024-03-31 |
291,211 |
$10,472,000 |
291,211 |
|
SILVER OAK SECURITIES Inc |
24 |
- |
2024-03-31 |
173,506 |
$6,252,000 |
11,092 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
64 |
- |
2024-03-31 |
179,984 |
$5,968,000 |
6,400 |
|
CWM LLC |
413 |
- |
2024-03-31 |
141,485 |
$5,098,000 |
-5,390 |
|
United Advisor Group LLC |
13 |
*New |
2024-03-31 |
134,266 |
$4,838,000 |
134,266 |
|
LPL FINANCIAL CORP |
1805 |
- |
2024-03-31 |
132,947 |
$4,790,000 |
59,979 |
|
Park Place Capital Corp |
10 |
*New |
2024-03-31 |
122,224 |
$4,404,000 |
122,224 |
|
One + One Wealth Management LLC |
15 |
- |
2024-03-31 |
108,154 |
$3,897,000 |
7,917 |
|
MBE Wealth Management LLC |
9 |
- |
2024-03-31 |
91,547 |
$3,299,000 |
28,667 |
|
UBS Group AG |
2917 |
- |
2024-03-31 |
58,784 |
$2,118,000 |
12,805 |
|
ATRIA INVESTMENTS LLC |
701 |
- |
2024-03-31 |
49,868 |
$1,797,000 |
-2,256 |
|
MML INVESTORS SERVICES LLC |
1149 |
*New |
2024-03-31 |
45,129 |
$1,626,000 |
45,129 |
|
Advisor Group Holdings Inc. |
1917 |
*New |
2024-03-31 |
41,648 |
$1,501,000 |
41,648 |
|
JANE STREET GROUP LLC |
2699 |
- |
2024-03-31 |
37,947 |
$1,367,000 |
37,947 |
|
Atomi Financial Group Inc. |
150 |
- |
2024-03-31 |
36,557 |
$1,317,000 |
5,202 |
|
Private Advisor Group LLC |
1033 |
- |
2024-03-31 |
35,629 |
$1,284,000 |
-346 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2257 |
- |
2024-03-31 |
35,078 |
$1,264,000 |
35,078 |
|
Fiduciary Planning LLC |
27 |
- |
2024-03-31 |
34,744 |
$1,252,000 |
-847 |
|
IFP Advisors Inc |
338 |
- |
2023-12-31 |
37,092 |
$1,230,000 |
1,386 |
|
Advisor Resource Council |
38 |
- |
2024-03-31 |
36,466 |
$1,209,000 |
-1,761 |
|
CAPTRUST FINANCIAL ADVISORS |
1027 |
- |
2024-03-31 |
33,308 |
$1,200,000 |
17,000 |
|
We Are One Seven LLC |
303 |
- |
2024-03-31 |
32,967 |
$1,188,000 |
-9,947 |
|
Diversified LLC |
47 |
- |
2024-03-31 |
25,301 |
$912,000 |
-17,662 |
|
Signal Advisors Wealth LLC |
112 |
*New |
2024-03-31 |
22,326 |
$804,000 |
22,326 |
|
TOWNSQUARE CAPITAL LLC |
740 |
*New |
2024-03-31 |
20,129 |
$725,000 |
20,129 |
|
Belpointe Asset Management LLC |
355 |
- |
2024-03-31 |
19,758 |
$712,000 |
-2,274 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
77 |
- |
2024-03-31 |
17,902 |
$645,000 |
1,058 |
|
MARIPAU WEALTH MANAGEMENT LLC |
52 |
*New |
2024-03-31 |
16,405 |
$591,000 |
16,405 |
|
Axim Planning & Wealth |
8 |
- |
2024-03-31 |
15,096 |
$544,000 |
3,013 |
|
Orion Portfolio Solutions LLC |
1269 |
*New |
2024-03-31 |
13,402 |
$483,000 |
13,402 |
|
Golden State Equity Partners |
240 |
- |
2023-12-31 |
10,792 |
$358,000 |
907 |
|
GTS SECURITIES LLC |
958 |
- |
2024-03-31 |
9,202 |
$332,000 |
0 |
|
Coppell Advisory Solutions LLC |
207 |
*New |
2023-12-31 |
9,250 |
$307,000 |
9,250 |
|
Clarus Group Inc. |
80 |
*New |
2024-03-31 |
8,385 |
$302,000 |
8,385 |
|
CREATIVE PLANNING |
2281 |
*New |
2024-03-31 |
7,940 |
$286,000 |
7,940 |
|
Atria Wealth Solutions Inc. |
1647 |
*New |
2024-03-31 |
7,134 |
$257,000 |
7,134 |
|
Perigon Wealth Management LLC |
742 |
- |
2024-03-31 |
6,569 |
$237,000 |
135 |
|
Virtue Capital Management LLC |
346 |
- |
2024-03-31 |
6,331 |
$225,000 |
-952 |
|
Farther Finance Advisors LLC |
650 |
- |
2024-03-31 |
6,193 |
$223,000 |
3,855 |
|
Coppell Advisory Solutions Corp. |
242 |
*New |
2024-03-31 |
6,111 |
$220,000 |
6,111 |
|
Global Retirement Partners LLC |
760 |
- |
2024-03-31 |
5,988 |
$216,000 |
-1,790 |
|
Transcendent Capital Group LLC |
100 |
*New |
2024-03-31 |
4,700 |
$169,000 |
4,700 |
|
MORGAN STANLEY |
5656 |
- |
2024-03-31 |
3,943 |
$142,000 |
3,935 |
|
Raleigh Capital Management Inc. |
227 |
*New |
2024-03-31 |
3,627 |
$131,000 |
3,627 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
872 |
*New |
2024-03-31 |
3,452 |
$124,000 |
3,452 |
|
J P MORGAN CHASE & CO |
4475 |
- |
2024-03-31 |
2,757 |
$99,000 |
0 |
|
Smartleaf Asset Management LLC |
1389 |
- |
2024-03-31 |
27 |
$1,000 |
-448 |
|
Kure Advisory LLC |
56 |
*Closed |
2024-03-31 |
0 |
$0 |
-35,975 |
|
PROEQUITIES INC. |
3512 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6025 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,628 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
991 |
*Closed |
2024-03-31 |
0 |
$0 |
-259 |
|
BANK OF AMERICA CORP /DE/ |
6681 |
*Closed |
2024-03-31 |
0 |
$0 |
-34 |
|
WELLS FARGO & CO/MN |
6681 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
ORG Partners LLC |
920 |
*Closed |
2024-03-31 |
0 |
$0 |
-503,995 |
|
S.C. Financial Services Inc. |
132 |
*Closed |
2022-12-31 |
0 |
$0 |
-19,161 |
|
Menard Financial Group LLC |
106 |
*Closed |
2024-03-31 |
0 |
$0 |
-193,527 |
|
|
72 Records found
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1
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