|
Institutional
Holders
Total
Institutions:
|
72 3 |
|
Total
shares held :
|
1,565,709 |
|
% of shares
held :
|
5.63% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
-396,898 |
|
% of shares
held change :
|
-1.43% |
|
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 |
GRADIENT INVESTMENTS LLC |
8 |
- |
2024-03-31 |
1,946,304 |
$76,451,000 |
1,945,870 |
|
Brookstone Capital Management |
148 |
- |
2024-03-31 |
242,513 |
$9,526,000 |
227,546 |
|
Penserra Capital Management LLC |
151 |
- |
2024-03-31 |
228,444 |
$8,973,000 |
61,854 |
|
Advisor Group Holdings Inc. |
1030 |
- |
2024-03-31 |
128,389 |
$5,043,000 |
31,815 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1170 |
- |
2024-03-31 |
125,273 |
$4,921,000 |
71,557 |
|
Cetera Investment Advisers |
1129 |
- |
2024-03-31 |
96,608 |
$3,795,000 |
77,034 |
|
HIGHTOWER ADVISORS, LLC |
1077 |
- |
2024-03-31 |
95,074 |
$3,732,000 |
11,565 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1352 |
- |
2024-03-31 |
85,889 |
$3,374,000 |
74,469 |
|
ENVESTNET ASSET MANAGEMENT INC |
2295 |
- |
2024-03-31 |
78,267 |
$3,074,000 |
48,449 |
|
My Personal CFO LLC |
12 |
- |
2024-03-31 |
75,125 |
$2,951,000 |
6,625 |
|
BLAIR WILLIAM & CO/IL |
594 |
- |
2024-03-31 |
73,979 |
$2,906,000 |
2,027 |
|
Bellwether Advisors LLC |
45 |
- |
2024-03-31 |
68,241 |
$2,681,000 |
26,856 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1091 |
- |
2024-03-31 |
67,514 |
$2,652,000 |
21,575 |
|
Fragasso Group Inc. |
70 |
- |
2024-03-31 |
66,532 |
$2,613,000 |
183 |
|
Valtinson Bruner Financial Planning LLC |
27 |
- |
2024-03-31 |
60,091 |
$2,360,000 |
-24,696 |
|
MULTIFINANCIAL SECURITIES CORP |
817 |
- |
2024-03-31 |
51,157 |
$2,009,000 |
2,208 |
|
JANNEY MONTGOMERY SCOTT LLC |
1235 |
- |
2024-03-31 |
42,021 |
$1,651,000 |
-20,239 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
55 |
- |
2024-03-31 |
38,086 |
$1,496,000 |
456 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1075 |
*New |
2024-03-31 |
37,491 |
$1,473,000 |
37,491 |
|
DHJJ Financial Advisors Ltd. |
32 |
- |
2024-03-31 |
36,953 |
$1,452,000 |
324 |
|
LINCOLN NATIONAL CORP |
411 |
- |
2024-03-31 |
36,150 |
$1,420,000 |
3,685 |
|
Beacon Pointe Advisors LLC |
601 |
- |
2024-03-31 |
33,083 |
$1,300,000 |
8,663 |
|
TOWNSQUARE CAPITAL LLC |
596 |
- |
2024-03-31 |
32,430 |
$1,274,000 |
14,105 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
23 |
*New |
2024-03-31 |
31,821 |
$1,250,000 |
31,821 |
|
OLD MISSION CAPITAL LLC |
349 |
- |
2024-03-31 |
29,728 |
$1,168,000 |
-2,949 |
|
FINANCIAL NETWORK |
1367 |
- |
2024-03-31 |
28,813 |
$1,132,000 |
5,213 |
|
HPM Partners LLC |
1225 |
- |
2024-03-31 |
28,588 |
$1,123,000 |
10,213 |
|
BCS Wealth Management |
66 |
- |
2024-03-31 |
27,596 |
$1,084,000 |
13,324 |
|
FSA Advisors Inc. |
22 |
- |
2024-03-31 |
26,887 |
$1,056,000 |
-409 |
|
Berkshire Money Management Inc. |
33 |
- |
2024-03-31 |
26,720 |
$1,050,000 |
0 |
|
Kestra Advisory Services LLC |
1230 |
*New |
2024-03-31 |
25,447 |
$1,000,000 |
25,447 |
|
INTEGRAL INVESTMENT ADVISORS INC. |
54 |
- |
2024-03-31 |
23,962 |
$941,000 |
-513 |
|
MML INVESTORS SERVICES LLC |
1461 |
- |
2024-03-31 |
23,660 |
$929,000 |
-4,915 |
|
Snowden Capital Advisors LLC |
571 |
- |
2024-03-31 |
19,665 |
$772,000 |
3,870 |
|
LPL FINANCIAL CORP |
3384 |
- |
2024-03-31 |
18,769 |
$737,000 |
12,723 |
|
Financial Network Wealth Advisors LLC |
41 |
*New |
2024-03-31 |
17,342 |
$681,000 |
17,342 |
|
RFG Advisory Group LLC |
447 |
- |
2024-03-31 |
16,606 |
$652,000 |
10,787 |
|
PCA Investment Advisory Services Inc. |
45 |
- |
2024-03-31 |
16,236 |
$638,000 |
6,644 |
|
FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
131 |
*New |
2024-03-31 |
15,909 |
$625,000 |
15,909 |
|
PRINCIPAL SECURITIES INC. |
617 |
- |
2024-03-31 |
14,262 |
$560,000 |
2,924 |
|
Lantz Financial LLC |
116 |
- |
2024-03-31 |
13,919 |
$547,000 |
3,743 |
|
CoreCap Advisors LLC |
338 |
- |
2023-12-31 |
14,532 |
$532,000 |
741 |
|
Visionary Wealth Advisors |
312 |
- |
2024-03-31 |
13,489 |
$530,000 |
-903 |
|
SRS Capital Advisors Inc. |
161 |
- |
2024-03-31 |
13,328 |
$524,000 |
1,415 |
|
ADVISORY SERVICES NETWORK, LLC |
946 |
- |
2024-03-31 |
13,065 |
$513,000 |
9,901 |
|
Strategic Blueprint LLC |
376 |
- |
2024-03-31 |
12,793 |
$503,000 |
4,034 |
|
AE Wealth Management LLC |
814 |
*New |
2024-03-31 |
12,739 |
$500,000 |
12,739 |
|
Outlook Wealth Advisors LLC |
141 |
- |
2024-03-31 |
12,308 |
$483,000 |
2,336 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3546 |
- |
2024-03-31 |
11,496 |
$452,000 |
-4,557 |
|
BCGM Wealth Management LLC |
102 |
- |
2024-03-31 |
10,000 |
$393,000 |
0 |
|
Resources Investment Advisors Inc. |
825 |
- |
2024-03-31 |
9,989 |
$392,000 |
-466 |
|
Sigma Planning Corp |
857 |
- |
2024-03-31 |
9,750 |
$383,000 |
9,750 |
|
CRA Financial Services LLC |
147 |
*New |
2024-03-31 |
9,448 |
$371,000 |
9,448 |
|
Stratos Wealth Advisors LLC |
526 |
*New |
2024-03-31 |
9,116 |
$358,000 |
9,116 |
|
Vantage Financial Partners LLC |
101 |
- |
2024-03-31 |
9,057 |
$356,000 |
3,259 |
|
BCJ Capital Management LLC |
274 |
*New |
2024-03-31 |
9,012 |
$354,000 |
9,012 |
|
Chicago Partners Investment Group LLC |
551 |
- |
2024-03-31 |
8,279 |
$320,000 |
0 |
|
PFG Advisors |
514 |
*New |
2024-03-31 |
7,925 |
$311,000 |
7,925 |
|
Focus Financial Network Inc. |
493 |
- |
2024-03-31 |
7,786 |
$299,000 |
0 |
|
CENTRAL VALLEY ADVISORS LLC |
114 |
- |
2024-03-31 |
7,341 |
$288,000 |
-937 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
540 |
- |
2024-03-31 |
7,114 |
$279,000 |
1,560 |
|
Orion Capital Management LLC |
99 |
- |
2024-03-31 |
6,700 |
$263,000 |
-500 |
|
CAPTRUST FINANCIAL ADVISORS |
1850 |
*New |
2024-03-31 |
6,572 |
$258,000 |
6,572 |
|
Global Trust Asset Management LLC |
145 |
- |
2024-03-31 |
6,450 |
$253,000 |
3,950 |
|
John W. Brooker & Co. CPAs |
68 |
*New |
2024-03-31 |
6,400 |
$251,000 |
6,400 |
|
Bluesphere Advisors LLC |
84 |
- |
2024-03-31 |
6,200 |
$244,000 |
0 |
|
Evolution Wealth Advisors LLC |
122 |
- |
2024-03-31 |
5,580 |
$219,000 |
0 |
|
Belpointe Asset Management LLC |
715 |
*New |
2024-03-31 |
5,458 |
$214,000 |
5,458 |
|
Diligent Investors LLC |
306 |
*New |
2024-03-31 |
5,375 |
$211,000 |
5,375 |
|
Castellan Group LLC |
59 |
*New |
2024-03-31 |
5,220 |
$205,000 |
5,220 |
|
Larson Financial Group LLC |
456 |
- |
2024-03-31 |
4,070 |
$160,000 |
0 |
|
Archer Investment Corp |
241 |
- |
2024-03-31 |
4,000 |
$157,000 |
0 |
|
Steward Financial Group LLC |
85 |
- |
2023-09-30 |
4,154 |
$138,000 |
-49,860 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
594 |
- |
2024-03-31 |
2,250 |
$88,000 |
1,000 |
|
Spire Wealth Management |
1054 |
- |
2024-03-31 |
2,065 |
$81,000 |
0 |
|
Sugarloaf Wealth Management LLC |
250 |
- |
2024-03-31 |
1,970 |
$77,000 |
203 |
|
Clear Point Advisors Inc. |
157 |
- |
2024-03-31 |
1,925 |
$76,000 |
0 |
|
Sunbelt Securities Inc. |
773 |
- |
2024-03-31 |
1,825 |
$72,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1193 |
- |
2024-03-31 |
1,800 |
$71,000 |
350 |
|
Goss Wealth Management LLC |
2168 |
- |
2024-03-31 |
1,744 |
$69,000 |
-3 |
|
Integrity Financial Corp /WA |
144 |
- |
2024-03-31 |
1,595 |
$63,000 |
0 |
|
ROYAL BANK OF CANADA |
4910 |
- |
2024-03-31 |
1,380 |
$54,000 |
-7,645 |
|
HANSON MCCLAIN, INC. |
1603 |
*New |
2024-03-31 |
665 |
$26,000 |
665 |
|
AdvisorNet Financial Inc |
1015 |
- |
2024-03-31 |
620 |
$24,000 |
0 |
|
JDM Financial Group LLC |
111 |
- |
2024-03-31 |
450 |
$18,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2029 |
- |
2023-12-31 |
362 |
$13,000 |
0 |
|
UBS Group AG |
6314 |
- |
2024-03-31 |
121 |
$5,000 |
-624 |
|
Emerald Investment Partners LLC |
480 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,600 |
|
CITADEL ADVISORS LLC |
6175 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,162 |
|
JANE STREET GROUP LLC |
5652 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,658 |
|
US BANCORP |
3917 |
*Closed |
2024-03-31 |
0 |
$0 |
-59 |
|
AlphaCore Capital LLC |
353 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,000 |
|
PROEQUITIES INC. |
9079 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
4887 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,257 |
|
|
94 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|