|
Institutional
Holders
Total
Institutions:
|
158 4 |
|
Total
shares held :
|
7,087,038 |
|
% of shares
held :
|
7.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-30,595 |
|
% of shares
held change :
|
-0.03% |
|
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 |
937 |
- |
2024-03-31 |
686,592 |
$20,426,000 |
81,283 |
|
MORGAN STANLEY |
2734 |
- |
2024-03-31 |
640,860 |
$19,066,000 |
138,024 |
|
PNC FINANCIAL SERVICES GROUP INC |
435 |
- |
2024-03-31 |
517,560 |
$15,397,000 |
6,262 |
|
BANK OF AMERICA CORP /DE/ |
2138 |
- |
2024-03-31 |
511,298 |
$15,211,000 |
147,587 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
110 |
- |
2024-03-31 |
430,604 |
$12,810,000 |
-14,249 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
610 |
- |
2024-03-31 |
362,426 |
$10,782,000 |
29,790 |
|
Thrive Capital Management LLC |
5 |
*New |
2024-03-31 |
373,124 |
$9,204,000 |
373,124 |
|
Kestra Advisory Services LLC |
379 |
- |
2024-03-31 |
261,376 |
$7,776,000 |
15,607 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
956 |
- |
2024-03-31 |
236,361 |
$7,032,000 |
-25,121 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
10 |
- |
2024-03-31 |
211,299 |
$6,286,000 |
29,409 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
677 |
- |
2024-03-31 |
192,662 |
$5,732,000 |
-991 |
|
ROYAL BANK OF CANADA |
1826 |
- |
2024-03-31 |
187,974 |
$5,593,000 |
60,870 |
|
J P MORGAN CHASE & CO |
2405 |
- |
2024-03-31 |
185,623 |
$5,522,000 |
-10,873 |
|
Black Swift Group LLC |
17 |
- |
2024-03-31 |
158,810 |
$4,725,000 |
-230 |
|
TAP Consulting LLC |
26 |
- |
2024-03-31 |
153,942 |
$4,580,000 |
105,952 |
|
Biltmore Family Office LLC |
18 |
- |
2024-03-31 |
153,024 |
$4,552,000 |
28,451 |
|
Change Path LLC |
118 |
- |
2024-03-31 |
146,809 |
$4,368,000 |
62,451 |
|
ENVESTNET ASSET MANAGEMENT INC |
2102 |
- |
2024-03-31 |
138,716 |
$4,127,000 |
18,342 |
|
RAYMOND JAMES & ASSOCIATES |
1716 |
- |
2024-03-31 |
137,592 |
$4,093,000 |
14,572 |
|
HIGHTOWER ADVISORS, LLC |
1096 |
- |
2024-03-31 |
122,867 |
$3,619,000 |
32,631 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
133 |
- |
2024-03-31 |
119,615 |
$3,506,000 |
0 |
|
Advisor Group Holdings Inc. |
1346 |
- |
2024-03-31 |
108,710 |
$3,234,000 |
50,355 |
|
WealthBridge Investment Counsel Inc. |
36 |
- |
2024-03-31 |
95,400 |
$2,838,000 |
-900 |
|
CITADEL ADVISORS LLC |
2237 |
- |
2024-03-31 |
82,113 |
$2,443,000 |
77,583 |
|
Farrow Financial Inc. |
18 |
- |
2024-03-31 |
81,378 |
$2,421,000 |
3,828 |
|
MULTIFINANCIAL SECURITIES CORP |
754 |
- |
2024-03-31 |
76,838 |
$2,286,000 |
67,784 |
|
Masso Torrence Wealth Management Inc. |
19 |
- |
2024-03-31 |
73,652 |
$2,191,000 |
-4,821 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
771 |
- |
2024-03-31 |
72,590 |
$2,160,000 |
19,725 |
|
Pinnacle Wealth Management Group Inc. |
22 |
- |
2024-03-31 |
69,635 |
$2,072,000 |
823 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1755 |
- |
2024-03-31 |
68,805 |
$2,047,000 |
3,245 |
|
CIBC WORLD MARKETS INC. |
581 |
- |
2024-03-31 |
67,776 |
$2,016,000 |
59,340 |
|
MML INVESTORS SERVICES LLC |
1069 |
- |
2024-03-31 |
63,011 |
$1,875,000 |
5,538 |
|
IHT Wealth Management LLC |
302 |
- |
2024-03-31 |
55,057 |
$1,638,000 |
-13,460 |
|
Insight Advisors LLC/ PA |
55 |
- |
2024-03-31 |
54,504 |
$1,622,000 |
-13,607 |
|
JANE STREET GROUP LLC |
2495 |
- |
2024-03-31 |
54,491 |
$1,621,000 |
31,850 |
|
FINANCIAL NETWORK |
1185 |
- |
2024-03-31 |
49,644 |
$1,477,000 |
3,110 |
|
Oakmont Partners LLC |
312 |
*New |
2024-03-31 |
46,010 |
$1,369,000 |
46,010 |
|
Cetera Investment Advisers |
762 |
- |
2024-03-31 |
45,995 |
$1,368,000 |
-8,767 |
|
Migdal Insurance & Financial Holdings Ltd. |
133 |
- |
2024-03-31 |
45,840 |
$1,364,000 |
-22,660 |
|
Ratio Wealth Group |
46 |
- |
2024-03-31 |
43,391 |
$1,291,000 |
2,760 |
|
Northeast Financial Consultants Inc |
132 |
- |
2024-03-31 |
42,718 |
$1,271,000 |
0 |
|
UBS Group AG |
3421 |
- |
2024-03-31 |
39,833 |
$1,185,000 |
6,470 |
|
AMERIPRISE FINANCIAL INC |
3024 |
- |
2024-03-31 |
39,650 |
$1,180,000 |
32,366 |
|
Essex LLC |
74 |
- |
2024-03-31 |
37,735 |
$1,123,000 |
-20,884 |
|
ERn Financial LLC |
84 |
- |
2024-03-31 |
37,363 |
$1,112,000 |
-1,457 |
|
STALEY CAPITAL ADVISERS INC |
105 |
- |
2024-03-31 |
35,900 |
$1,068,000 |
0 |
|
NewEdge Wealth LLC |
434 |
- |
2024-03-31 |
33,721 |
$965,000 |
-8,301 |
|
U.S. Capital Wealth Advisors LLC |
351 |
- |
2024-03-31 |
31,844 |
$947,000 |
-971 |
|
TCG Advisory Services LLC |
187 |
- |
2024-03-31 |
29,123 |
$866,000 |
-1,042 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
334 |
*New |
2024-03-31 |
26,842 |
$799,000 |
26,842 |
|
MARINER WEALTH ADVISORS, LLC |
1670 |
*New |
2024-03-31 |
26,771 |
$796,000 |
26,771 |
|
HBW Advisory Services LLC |
141 |
- |
2024-03-31 |
26,933 |
$790,000 |
0 |
|
Archford Capital Strategies LLC |
142 |
- |
2024-03-31 |
25,422 |
$756,000 |
-89 |
|
Phoenix Wealth Advisors |
56 |
- |
2024-03-31 |
25,260 |
$751,000 |
5,994 |
|
ADVISORS MANAGEMENT GROUP INC /ADV |
86 |
- |
2024-03-31 |
24,827 |
$739,000 |
-322 |
|
Lionsbridge Wealth Management LLC |
46 |
- |
2024-03-31 |
24,547 |
$730,000 |
-1,001 |
|
Brendel Financial Advisors LLC |
|
- |
2024-03-31 |
23,981 |
$713,000 |
-3,964 |
|
Accel Wealth Management |
82 |
- |
2024-03-31 |
23,543 |
$700,000 |
-1,415 |
|
NCM Capital Management LLC |
69 |
- |
2024-03-31 |
23,469 |
$698,000 |
836 |
|
True Capital Management |
50 |
- |
2023-03-31 |
29,483 |
$691,000 |
-516 |
|
STIFEL FINANCIAL CORP |
2410 |
- |
2024-03-31 |
23,167 |
$689,000 |
606 |
|
Spire Wealth Management |
460 |
*New |
2024-03-31 |
21,377 |
$636,000 |
21,377 |
|
Owen LaRue LLC |
42 |
*New |
2024-03-31 |
21,252 |
$632,000 |
21,252 |
|
Sterling Investment Counsel LLC |
65 |
*New |
2024-03-31 |
21,138 |
$629,000 |
21,138 |
|
Equitable Holdings Inc. |
756 |
- |
2024-03-31 |
19,602 |
$583,000 |
5,119 |
|
Cresset Asset Management LLC |
1259 |
- |
2024-03-31 |
19,348 |
$576,000 |
-6,594 |
|
Guardian Asset Advisors LLC |
50 |
- |
2024-03-31 |
17,453 |
$519,000 |
1,194 |
|
Resources Investment Advisors Inc. |
728 |
- |
2024-03-31 |
17,377 |
$517,000 |
0 |
|
Federation des caisses Desjardins du Quebec |
875 |
- |
2024-03-31 |
16,948 |
$504,000 |
0 |
|
Private Advisor Group LLC |
1517 |
- |
2024-03-31 |
16,691 |
$497,000 |
1,005 |
|
GeoWealth Management LLC |
434 |
- |
2024-03-31 |
16,596 |
$494,000 |
-1,115 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1257 |
- |
2023-09-30 |
19,996 |
$486,000 |
0 |
|
OROURKE & COMPANY Inc |
77 |
- |
2024-03-31 |
15,815 |
$471,000 |
1,703 |
|
Prosperity Wealth Management Inc. |
83 |
- |
2024-03-31 |
15,438 |
$459,000 |
-12,526 |
|
HAZLETT BURT & WATSON INC. |
77 |
- |
2024-03-31 |
14,609 |
$435,000 |
14,248 |
|
BANK OF MONTREAL /CAN/ |
2159 |
- |
2024-03-31 |
14,107 |
$433,000 |
-274 |
|
Joseph P. Lucia & Associates LLC |
81 |
*New |
2024-03-31 |
13,697 |
$407,000 |
13,697 |
|
Intrepid Financial Planning Group LLC |
88 |
*New |
2024-03-31 |
12,037 |
$358,000 |
12,037 |
|
Stratos Wealth Partners LTD. |
1014 |
*New |
2024-03-31 |
11,847 |
$352,000 |
11,847 |
|
Camden Capital LLC |
222 |
- |
2024-03-31 |
11,687 |
$348,000 |
13 |
|
Joel Isaacson & Co. LLC |
258 |
*New |
2024-03-31 |
11,523 |
$343,000 |
11,523 |
|
All Season Financial Advisors Inc. |
90 |
- |
2024-03-31 |
11,420 |
$340,000 |
-5,612 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
317 |
- |
2024-03-31 |
11,415 |
$340,000 |
-53 |
|
Greystone Financial Group LLC |
99 |
- |
2024-03-31 |
11,010 |
$328,000 |
189 |
|
Integrated Wealth Concepts LLC |
1263 |
*New |
2024-03-31 |
10,909 |
$325,000 |
10,909 |
|
HRT FINANCIAL LLC |
1423 |
*New |
2024-03-31 |
10,904 |
$324,000 |
10,904 |
|
FourThought Financial Partners LLC |
244 |
- |
2024-03-31 |
10,762 |
$320,000 |
12 |
|
Turim 21 Investimentos Ltda. |
23 |
- |
2024-03-31 |
10,695 |
$318,000 |
0 |
|
Atria Wealth Solutions Inc. |
1510 |
*New |
2024-03-31 |
10,647 |
$317,000 |
10,647 |
|
Ayalon Holdings Ltd. |
61 |
- |
2024-03-31 |
10,169 |
$303,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1761 |
- |
2024-03-31 |
10,125 |
$301,000 |
-1,153 |
|
IFP Advisors Inc |
756 |
- |
2023-12-31 |
10,169 |
$298,000 |
-5,012 |
|
EQIS CAPITAL MANAGEMENT, INC. |
630 |
- |
2024-03-31 |
9,480 |
$282,000 |
2,536 |
|
FIFTH THIRD BANCORP |
907 |
- |
2024-03-31 |
9,244 |
$275,000 |
0 |
|
Purus Wealth Management LLC |
96 |
- |
2024-03-31 |
8,948 |
$266,000 |
-436 |
|
Atlantic Trust Group LLC |
1015 |
*New |
2024-03-31 |
8,941 |
$265,000 |
8,941 |
|
WealthCare Investment Partners LLC |
118 |
- |
2024-03-31 |
8,836 |
$263,000 |
73 |
|
Smith Anglin Financial LLC |
156 |
- |
2024-03-31 |
8,475 |
$252,000 |
0 |
|
QUANTITATIVE ADVANTAGE LLC |
109 |
- |
2023-03-31 |
10,720 |
$251,000 |
32 |
|
STELAC ADVISORY SERVICES LLC |
65 |
- |
2024-03-31 |
8,341 |
$248,000 |
0 |
|
|
100 Records found
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1
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