|
Institutional
Holders
Total
Institutions:
|
77 20 |
|
Total
shares held :
|
12,093,298 |
|
% of shares
held :
|
13.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
54 |
|
Amount
of shares held :
|
6,402,012 |
|
% of shares
held change :
|
7.11% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
COMMONWEALTH EQUITY SERVICES LLC. |
242 |
- |
2024-03-31 |
1,697,218 |
$45,842,000 |
146,827 |
|
UBS Group AG |
895 |
- |
2024-03-31 |
1,358,225 |
$36,686,000 |
144,295 |
|
STIFEL FINANCIAL CORP |
470 |
- |
2024-03-31 |
922,993 |
$24,930,000 |
21,207 |
|
LPL FINANCIAL CORP |
853 |
- |
2024-03-31 |
903,750 |
$24,410,000 |
280,874 |
|
Cetera Investment Advisers |
400 |
- |
2024-03-31 |
718,847 |
$19,416,000 |
478,759 |
|
GREAT VALLEY ADVISOR GROUP INC. |
40 |
- |
2024-03-31 |
695,277 |
$18,780,000 |
64,636 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
309 |
- |
2024-03-31 |
693,536 |
$18,732,000 |
123,260 |
|
ENVESTNET ASSET MANAGEMENT INC |
1154 |
- |
2024-03-31 |
689,187 |
$18,615,000 |
58,912 |
|
Capital Group Private Client Services Inc. |
129 |
- |
2024-03-31 |
575,613 |
$15,547,000 |
107,429 |
|
MML INVESTORS SERVICES LLC |
302 |
- |
2024-03-31 |
574,108 |
$15,507,000 |
53,482 |
|
Venturi Wealth Management LLC |
18 |
- |
2024-03-31 |
549,659 |
$14,847,000 |
6,311 |
|
Advisor Group Holdings Inc. |
578 |
- |
2024-03-31 |
460,805 |
$12,446,000 |
76,685 |
|
Pillar Wealth Advisors LLC |
2 |
- |
2024-03-31 |
372,520 |
$10,062,000 |
-8,744 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
478 |
- |
2024-03-31 |
347,042 |
$9,374,000 |
40,150 |
|
MULTIFINANCIAL SECURITIES CORP |
314 |
- |
2024-03-31 |
293,105 |
$7,917,000 |
102,108 |
|
LINCOLN NATIONAL CORP |
120 |
- |
2024-03-31 |
236,252 |
$6,381,000 |
77,186 |
|
Private Advisor Group LLC |
397 |
- |
2024-03-31 |
224,201 |
$6,056,000 |
80,112 |
|
FINANCIAL NETWORK |
568 |
- |
2024-03-31 |
213,355 |
$5,763,000 |
38,186 |
|
Capital Planning LLC |
19 |
- |
2024-03-31 |
201,242 |
$5,450,000 |
-1,178 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
661 |
- |
2024-03-31 |
182,353 |
$4,925,000 |
3,482 |
|
WNY Asset Management LLC |
32 |
- |
2024-03-31 |
153,985 |
$4,159,000 |
12,600 |
|
Koshinski Asset Management Inc. |
57 |
- |
2024-03-31 |
134,080 |
$3,622,000 |
119,889 |
|
ROYAL BANK OF CANADA |
2129 |
- |
2024-03-31 |
133,162 |
$3,596,000 |
29,910 |
|
Crumly & Associates Inc. |
31 |
- |
2024-03-31 |
120,541 |
$3,256,000 |
42,869 |
|
Wealthcare Advisory Partners LLC |
162 |
- |
2024-03-31 |
120,262 |
$3,248,000 |
37,819 |
|
CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
412 |
- |
2024-03-31 |
114,000 |
$3,079,000 |
-51,000 |
|
New England Capital Financial Advisors LLC |
13 |
- |
2024-03-31 |
110,796 |
$2,993,000 |
375 |
|
Pensionmark Financial Group LLC |
57 |
- |
2024-03-31 |
105,028 |
$2,888,000 |
2,004 |
|
RAYMOND JAMES & ASSOCIATES |
1965 |
- |
2024-03-31 |
100,007 |
$2,701,000 |
30,713 |
|
U.S. Capital Wealth Advisors LLC |
190 |
- |
2024-03-31 |
98,797 |
$2,669,000 |
31,249 |
|
Kestra Advisory Services LLC |
776 |
- |
2024-03-31 |
92,210 |
$2,491,000 |
35,808 |
|
Krasney Financial LLC |
96 |
- |
2024-03-31 |
91,061 |
$2,460,000 |
13,184 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
323 |
- |
2024-03-31 |
89,189 |
$2,409,000 |
6,263 |
|
Mutual Advisors LLC |
250 |
- |
2024-03-31 |
81,335 |
$2,197,000 |
32,844 |
|
Landmark Wealth Management LLC |
27 |
- |
2024-03-31 |
80,153 |
$2,165,000 |
11,361 |
|
JANE STREET GROUP LLC |
2240 |
- |
2024-03-31 |
74,716 |
$2,018,000 |
74,716 |
|
MORGAN STANLEY |
4451 |
*New |
2024-03-31 |
73,247 |
$1,978,000 |
73,247 |
|
Inspire Advisors LLC |
34 |
- |
2024-03-31 |
69,381 |
$1,874,000 |
3,124 |
|
NavPoint Financial Inc. |
20 |
- |
2024-03-31 |
61,413 |
$1,659,000 |
1,083 |
|
ATRIA INVESTMENTS LLC |
742 |
- |
2024-03-31 |
59,604 |
$1,610,000 |
1,496 |
|
McGlone Suttner Wealth Management Inc. |
38 |
- |
2024-03-31 |
58,425 |
$1,578,000 |
49,775 |
|
Royal Harbor Partners LLC |
25 |
- |
2024-03-31 |
57,178 |
$1,544,000 |
21,567 |
|
HPM Partners LLC |
1094 |
- |
2024-03-31 |
56,331 |
$1,522,000 |
3,165 |
|
Bare Financial Services Inc |
21 |
- |
2024-03-31 |
53,293 |
$1,420,000 |
3,075 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
158 |
- |
2024-03-31 |
47,176 |
$1,274,000 |
19,146 |
|
Atria Wealth Solutions Inc. |
822 |
- |
2024-03-31 |
45,006 |
$1,216,000 |
17,952 |
|
STEPHENS INC /AR/ |
555 |
*New |
2024-03-31 |
40,955 |
$1,106,000 |
40,955 |
|
Johnson Bixby & Associates LLC |
41 |
- |
2024-03-31 |
40,207 |
$1,086,000 |
847 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2004 |
*New |
2024-03-31 |
39,490 |
$1,067,000 |
39,490 |
|
Souders Financial Advisors |
88 |
- |
2024-03-31 |
38,189 |
$1,031,000 |
1,000 |
|
Baird Financial Group Inc. |
1176 |
- |
2024-03-31 |
34,447 |
$930,000 |
8,247 |
|
Madison Wealth Partners Inc |
37 |
- |
2024-03-31 |
33,747 |
$912,000 |
-178 |
|
Streettalk Advisors LLC |
183 |
*New |
2024-03-31 |
32,856 |
$887,000 |
32,856 |
|
COMERICA BANK |
1628 |
- |
2024-03-31 |
31,006 |
$837,000 |
6,956 |
|
Belpointe Asset Management LLC |
316 |
- |
2024-03-31 |
30,600 |
$827,000 |
1,200 |
|
Frazier Financial Advisors LLC |
20 |
*New |
2024-03-31 |
29,470 |
$796,000 |
29,470 |
|
LongView Wealth Management |
73 |
- |
2024-03-31 |
27,600 |
$745,000 |
3,700 |
|
Tempus Wealth Planning LLC |
92 |
- |
2024-03-31 |
25,888 |
$699,000 |
9,858 |
|
WETHERBY ASSET MANAGEMENT INC |
489 |
- |
2024-03-31 |
23,300 |
$629,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1905 |
- |
2024-03-31 |
20,557 |
$555,000 |
3,633 |
|
Armstrong Fleming & Moore Inc |
52 |
- |
2024-03-31 |
19,985 |
$540,000 |
74 |
|
HARBOUR INVESTMENTS INC. |
513 |
- |
2023-12-31 |
19,791 |
$536,000 |
0 |
|
WMS PARTNERS, LLC |
157 |
*New |
2024-03-31 |
19,515 |
$527,000 |
19,515 |
|
PRIVATE TRUST CO NA |
362 |
- |
2024-03-31 |
18,507 |
$500,000 |
0 |
|
IFG Advisory LLC |
315 |
- |
2024-03-31 |
17,305 |
$467,000 |
0 |
|
Aspire Wealth Management Corp |
62 |
- |
2024-03-31 |
16,293 |
$440,000 |
0 |
|
FIRST HEARTLAND CONSULTANTS INC |
281 |
- |
2024-03-31 |
14,913 |
$403,000 |
4,911 |
|
Midwest Heritage Bank FSB |
37 |
*New |
2024-03-31 |
14,612 |
$395,000 |
14,612 |
|
Intergy Private Wealth LLC |
63 |
*New |
2024-03-31 |
14,339 |
$387,000 |
14,339 |
|
H D Vest Advisory Services |
1174 |
*New |
2024-03-31 |
13,900 |
$375,000 |
13,900 |
|
PRINCIPAL SECURITIES INC. |
776 |
- |
2024-03-31 |
13,650 |
$369,000 |
3,500 |
|
Bill Few Associates Inc. |
111 |
- |
2024-03-31 |
13,674 |
$369,000 |
0 |
|
Ascent Group LLC |
407 |
- |
2024-03-31 |
13,189 |
$356,000 |
0 |
|
TrueWealth Advisors LLC |
124 |
*New |
2024-03-31 |
12,958 |
$350,000 |
12,958 |
|
Burford Brothers Inc. |
111 |
*New |
2024-03-31 |
12,865 |
$347,000 |
12,865 |
|
Sigma Planning Corp |
892 |
- |
2024-03-31 |
12,618 |
$341,000 |
12,618 |
|
Lodestone Wealth Management LLC |
117 |
*New |
2024-03-31 |
12,259 |
$331,000 |
12,259 |
|
Northwest Financial Advisors |
91 |
- |
2024-03-31 |
11,925 |
$322,000 |
0 |
|
AdvisorNet Financial Inc |
378 |
- |
2024-03-31 |
11,796 |
$319,000 |
1,566 |
|
Patriot Financial Group Insurance Agency LLC |
369 |
*New |
2024-03-31 |
10,870 |
$294,000 |
10,870 |
|
American Financial Advisors LLC |
117 |
- |
2024-03-31 |
10,516 |
$284,000 |
137 |
|
PROEQUITIES INC. |
598 |
- |
2024-03-31 |
9,520 |
$258,000 |
376 |
|
Ballew Advisors Inc |
87 |
- |
2024-03-31 |
9,540 |
$255,000 |
0 |
|
Skyline Advisors Inc. |
73 |
*New |
2024-03-31 |
9,000 |
$243,000 |
9,000 |
|
Ausdal Financial Partners Inc. |
416 |
- |
2024-03-31 |
8,500 |
$230,000 |
0 |
|
Milestone Investment Advisors LLC |
70 |
- |
2024-03-31 |
8,468 |
$229,000 |
3,727 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
436 |
*New |
2024-03-31 |
8,237 |
$222,000 |
8,237 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1129 |
*New |
2024-03-31 |
8,181 |
$221,000 |
8,181 |
|
FLAGSHIP HARBOR ADVISORS LLC |
613 |
*New |
2024-03-31 |
8,030 |
$217,000 |
8,030 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
587 |
*New |
2024-03-31 |
8,050 |
$217,000 |
8,050 |
|
Garrett Investment Advisors LLC |
247 |
*New |
2024-03-31 |
7,566 |
$204,000 |
7,566 |
|
Quadcap Wealth Management LLC |
315 |
*New |
2024-03-31 |
7,444 |
$201,000 |
7,444 |
|
IFP Advisors Inc |
976 |
- |
2023-12-31 |
6,566 |
$178,000 |
-26,986 |
|
Sunbelt Securities Inc. |
564 |
- |
2024-03-31 |
6,358 |
$172,000 |
0 |
|
JONES FINANCIAL COMPANIES LLLP |
487 |
*New |
2024-03-31 |
6,340 |
$171,000 |
6,340 |
|
ST GERMAIN D J CO INC |
278 |
- |
2024-03-31 |
6,200 |
$167,000 |
0 |
|
Global Retirement Partners LLC |
1068 |
- |
2024-03-31 |
3,780 |
$102,000 |
3,300 |
|
Goss Wealth Management LLC |
2107 |
*New |
2024-03-31 |
3,120 |
$84,000 |
3,120 |
|
ICA Group Wealth Management LLC |
578 |
- |
2024-03-31 |
1,657 |
$45,000 |
487 |
|
Continuum Advisory LLC |
668 |
*New |
2024-03-31 |
1,295 |
$35,000 |
1,295 |
|
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100 Records found
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1
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