|
Institutional
Holders
Total
Institutions:
|
131 0 |
|
Total
shares held :
|
11,699,139 |
|
% of shares
held :
|
9.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-29 |
|
Amount
of shares held :
|
-1,359,148 |
|
% of shares
held change :
|
-1.05% |
|
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 |
ARGI INVESTMENT SERVICES, LLC |
9 |
- |
2022-12-31 |
2,056,509 |
$84,399,000 |
160,860 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
6 |
- |
2024-03-31 |
1,712,589 |
$76,279,000 |
95,758 |
|
FMR LLC |
1310 |
- |
2024-03-31 |
1,148,374 |
$51,149,000 |
1,033,876 |
|
CWM LLC |
80 |
- |
2024-03-31 |
1,121,936 |
$49,971,000 |
-77,387 |
|
WELLS FARGO & CO/MN |
899 |
- |
2024-03-31 |
697,611 |
$31,072,000 |
-56,826 |
|
MORGAN STANLEY |
2240 |
- |
2024-03-31 |
672,111 |
$29,936,000 |
13,403 |
|
J P MORGAN CHASE & CO |
1558 |
- |
2024-03-31 |
540,683 |
$24,082,000 |
-166,891 |
|
Integrated Wealth Concepts LLC |
64 |
- |
2024-03-31 |
528,947 |
$23,559,000 |
-9,871 |
|
AMERIPRISE FINANCIAL INC |
1275 |
- |
2024-03-31 |
461,412 |
$20,547,000 |
-5,151 |
|
Trilogy Capital Inc. |
30 |
- |
2024-03-31 |
363,541 |
$16,192,000 |
-27,252 |
|
Ullmann Financial Group Inc. |
12 |
- |
2024-03-31 |
352,658 |
$15,707,000 |
-46,647 |
|
Dynamic Advisors Solutions LLC |
45 |
- |
2024-03-31 |
326,948 |
$14,562,000 |
14,917 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
19 |
- |
2024-03-31 |
300,945 |
$13,404,000 |
7,125 |
|
MERCER GLOBAL ADVISORS INC /ADV |
258 |
- |
2024-03-31 |
293,356 |
$13,066,000 |
-48,071 |
|
PURE FINANCIAL ADVISORS, INC. |
45 |
- |
2024-03-31 |
290,759 |
$12,950,000 |
29,221 |
|
RAYMOND JAMES & ASSOCIATES |
1031 |
- |
2024-03-31 |
282,434 |
$12,580,000 |
16,550 |
|
ENVESTNET ASSET MANAGEMENT INC |
1520 |
- |
2024-03-31 |
225,419 |
$10,040,000 |
-33,486 |
|
SageView Advisory Group LLC |
40 |
- |
2024-03-31 |
130,532 |
$6,735,000 |
124,688 |
|
Foundations Investment Advisors LLC |
105 |
- |
2024-03-31 |
149,177 |
$6,644,000 |
4,709 |
|
Equitable Holdings Inc. |
208 |
- |
2024-03-31 |
138,322 |
$6,161,000 |
5,170 |
|
CALLAN CAPITAL, LLC |
36 |
- |
2024-03-31 |
137,690 |
$6,133,000 |
-1,015 |
|
Armbruster Capital Management Inc. |
22 |
- |
2024-03-31 |
135,610 |
$6,040,000 |
-3,415 |
|
BANK OF AMERICA CORP /DE/ |
3000 |
- |
2024-03-31 |
106,730 |
$4,754,000 |
9,135 |
|
HPM Partners LLC |
667 |
- |
2024-03-31 |
103,529 |
$4,611,000 |
-4,509 |
|
Wade Financial Advisory Inc |
17 |
- |
2024-03-31 |
96,966 |
$4,319,000 |
-78,436 |
|
Beacon Pointe Advisors LLC |
322 |
- |
2024-03-31 |
96,808 |
$4,312,000 |
-16,418 |
|
Callan Family Office LLC |
22 |
- |
2024-03-31 |
94,691 |
$4,218,000 |
-4,205 |
|
LPL FINANCIAL CORP |
1903 |
- |
2024-03-31 |
94,565 |
$4,212,000 |
699 |
|
Kingsview Wealth Management LLC |
211 |
- |
2024-03-31 |
80,947 |
$3,605,000 |
28,177 |
|
ARQ WEALTH ADVISORS LLC |
26 |
- |
2024-03-31 |
78,679 |
$3,504,000 |
3,976 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
64 |
- |
2024-03-31 |
70,041 |
$3,120,000 |
-5,026 |
|
Keebeck Wealth Management LLC |
64 |
- |
2024-03-31 |
67,599 |
$3,011,000 |
-9,483 |
|
HIGHTOWER ADVISORS, LLC |
1331 |
- |
2024-03-31 |
51,719 |
$2,318,000 |
902 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1686 |
- |
2024-03-31 |
50,627 |
$2,255,000 |
-6,057 |
|
PFG Advisors |
166 |
- |
2024-03-31 |
45,831 |
$2,041,000 |
5,419 |
|
Ascent Group LLC |
197 |
- |
2024-03-31 |
39,786 |
$1,772,000 |
-35,987 |
|
UBS Group AG |
3119 |
- |
2024-03-31 |
37,375 |
$1,665,000 |
-26,355 |
|
Beirne Wealth Consulting Services LLC |
29 |
- |
2024-03-31 |
36,744 |
$1,637,000 |
391 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2024 |
- |
2024-03-31 |
35,614 |
$1,586,000 |
-78,639 |
|
Advisor Group Holdings Inc. |
2051 |
- |
2024-03-31 |
29,434 |
$1,312,000 |
-2,115 |
|
MARINER WEALTH ADVISORS, LLC |
1347 |
- |
2024-03-31 |
28,769 |
$1,281,000 |
1,932 |
|
Robertson Stephens Wealth Management LLC |
201 |
- |
2024-03-31 |
28,365 |
$1,263,000 |
-3,089 |
|
FLOW TRADERS U.S. LLC |
265 |
- |
2024-03-31 |
27,147 |
$1,209,000 |
-122,881 |
|
CAPTRUST FINANCIAL ADVISORS |
1036 |
- |
2024-03-31 |
26,589 |
$1,184,000 |
-7,052 |
|
PARK AVENUE SECURITIES LLC |
588 |
- |
2024-03-31 |
26,242 |
$1,169,000 |
-263 |
|
BANK OF NEW YORK MELLON CORP |
3062 |
- |
2024-03-31 |
25,750 |
$1,147,000 |
-7,681 |
|
HIRTLE CALLAGHAN & CO INC |
37 |
- |
2024-03-31 |
25,331 |
$1,128,000 |
-171 |
|
KICKSTAND VENTURES LLC. |
47 |
- |
2024-03-31 |
24,739 |
$1,102,000 |
-3,104 |
|
Kestra Advisory Services LLC |
1212 |
- |
2024-03-31 |
23,310 |
$1,038,000 |
370 |
|
One Wealth Advisors LLC |
77 |
- |
2024-03-31 |
22,390 |
$997,000 |
-5,972 |
|
WEIL COMPANY INC |
59 |
*New |
2024-03-31 |
21,902 |
$976,000 |
21,902 |
|
Cedar Brook Financial Partners LLC |
125 |
- |
2024-03-31 |
21,817 |
$972,000 |
935 |
|
Williams & Novak LLC |
34 |
- |
2024-03-31 |
18,968 |
$813,000 |
0 |
|
Cypress Wealth Services LLC |
97 |
- |
2024-03-31 |
17,645 |
$786,000 |
-997 |
|
RHS Financial LLC |
55 |
- |
2024-03-31 |
17,256 |
$769,000 |
-3,635 |
|
Stratos Wealth Partners LTD. |
758 |
- |
2024-03-31 |
15,453 |
$688,000 |
-1,774 |
|
Affinity Capital Advisors LLC |
74 |
- |
2024-03-31 |
14,554 |
$648,000 |
-4,305 |
|
Cetera Investment Advisers |
2407 |
*New |
2024-03-31 |
14,278 |
$636,000 |
14,278 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1159 |
- |
2024-03-31 |
14,071 |
$627,000 |
458 |
|
US BANCORP |
1400 |
- |
2024-03-31 |
13,136 |
$585,000 |
-909 |
|
GTS SECURITIES LLC |
740 |
*New |
2024-03-31 |
12,768 |
$569,000 |
12,768 |
|
Merit Financial Group LLC |
545 |
- |
2024-03-31 |
12,024 |
$556,000 |
1,355 |
|
BEACON FINANCIAL GROUP |
208 |
- |
2024-03-31 |
11,825 |
$527,000 |
-1,154 |
|
First Citizens Financial Corp |
66 |
- |
2024-03-31 |
11,515 |
$513,000 |
596 |
|
TSA Wealth Managment LLC |
40 |
- |
2024-03-31 |
11,431 |
$509,000 |
-15,524 |
|
Quotient Wealth Partners LLC |
178 |
- |
2024-03-31 |
10,581 |
$471,000 |
-13,921 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1297 |
- |
2023-09-30 |
10,755 |
$440,000 |
0 |
|
Sanford Advisory Services LLC |
90 |
*New |
2022-12-31 |
10,167 |
$417,000 |
10,167 |
|
REGAL INVESTMENT ADVISORS, LLC |
397 |
- |
2024-03-31 |
9,187 |
$409,000 |
356 |
|
MULTIFINANCIAL SECURITIES CORP |
1744 |
- |
2024-03-31 |
8,982 |
$400,000 |
-680 |
|
BOURGEON CAPITAL MANAGEMENT LLC |
89 |
- |
2024-03-31 |
8,739 |
$389,000 |
404 |
|
Wealth Alliance |
329 |
- |
2024-03-31 |
8,661 |
$386,000 |
-13,233 |
|
Private Advisor Group LLC |
1741 |
- |
2024-03-31 |
7,785 |
$347,000 |
-299 |
|
Mayflower Financial Advisors LLC |
265 |
- |
2024-03-31 |
7,447 |
$332,000 |
-7,739 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2779 |
- |
2024-03-31 |
7,152 |
$319,000 |
-81 |
|
Farther Finance Advisors LLC |
548 |
- |
2024-03-31 |
6,698 |
$299,000 |
-171 |
|
NewEdge Wealth LLC |
665 |
*New |
2024-03-31 |
6,492 |
$297,000 |
6,492 |
|
Horst & Graben Wealth Management LLC |
112 |
- |
2024-03-31 |
6,537 |
$291,000 |
-686 |
|
J.W. COLE ADVISORS INC. |
716 |
- |
2024-03-31 |
6,153 |
$274,000 |
225 |
|
Seed Wealth Management Inc. |
104 |
- |
2024-03-31 |
6,000 |
$268,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2013 |
- |
2024-03-31 |
5,635 |
$251,000 |
-50 |
|
FINANCIAL NETWORK |
2461 |
- |
2024-03-31 |
5,296 |
$236,000 |
127 |
|
SCOTIA CAPITAL INC. |
743 |
- |
2024-03-31 |
5,010 |
$223,000 |
0 |
|
Csenge Advisory Group |
649 |
- |
2024-03-31 |
4,915 |
$219,000 |
-895 |
|
GSA CAPITAL PARTNERS LLP |
1369 |
- |
2024-03-31 |
4,912 |
$219,000 |
0 |
|
QRG CAPITAL MANAGEMENT INC. |
1009 |
- |
2024-03-31 |
4,645 |
$207,000 |
4,645 |
|
ADVISORY SERVICES NETWORK, LLC |
1326 |
- |
2024-03-31 |
4,599 |
$205,000 |
-1,217 |
|
Sheridan Capital Management LLC |
26 |
- |
2024-03-31 |
4,500 |
$200,000 |
-4,066 |
|
ROYAL BANK OF CANADA |
4203 |
- |
2024-03-31 |
4,120 |
$183,000 |
-3,066 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
974 |
- |
2024-03-31 |
3,673 |
$164,000 |
256 |
|
Aspire Private Capital LLC |
170 |
- |
2024-03-31 |
3,291 |
$147,000 |
-6 |
|
BANK OF MONTREAL /CAN/ |
2777 |
*New |
2024-03-31 |
3,144 |
$140,000 |
3,144 |
|
VALLEY NATIONAL ADVISERS INC |
287 |
- |
2024-03-31 |
2,927 |
$130,000 |
-28 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
265 |
*New |
2024-03-31 |
2,900 |
$129,000 |
2,900 |
|
Asset Dedication LLC |
350 |
- |
2024-03-31 |
2,716 |
$121,000 |
0 |
|
EverSource Wealth Advisors LLC |
611 |
- |
2024-03-31 |
2,521 |
$108,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1291 |
- |
2024-03-31 |
2,096 |
$93,000 |
0 |
|
Capital Advisors Ltd. LLC |
352 |
- |
2024-03-31 |
1,975 |
$88,000 |
0 |
|
Ronald Blue Trust Inc. |
1012 |
*New |
2024-03-31 |
846 |
$38,000 |
846 |
|
COMERICA BANK |
2835 |
- |
2024-03-31 |
814 |
$36,000 |
636 |
|
|
100 Records found
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1
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