|
Institutional
Holders
Total
Institutions:
|
171 13 |
|
Total
shares held :
|
15,113,611 |
|
% of shares
held :
|
77.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
64 |
|
Amount
of shares held :
|
2,698,359 |
|
% of shares
held change :
|
13.91% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
112 |
- |
2024-03-31 |
2,240,932 |
$101,537,000 |
364,298 |
|
Advisor Group Holdings Inc. |
175 |
- |
2024-03-31 |
1,163,964 |
$52,744,000 |
170,970 |
|
MORGAN STANLEY |
1727 |
- |
2024-03-31 |
1,137,348 |
$51,533,000 |
59,179 |
|
BANK OF AMERICA CORP /DE/ |
1289 |
- |
2024-03-31 |
1,092,616 |
$49,506,000 |
206,425 |
|
ENVESTNET ASSET MANAGEMENT INC |
830 |
- |
2024-03-31 |
752,213 |
$34,083,000 |
111,571 |
|
Kestra Advisory Services LLC |
108 |
- |
2024-03-31 |
618,263 |
$28,013,000 |
176,990 |
|
LPL FINANCIAL CORP |
824 |
- |
2024-03-31 |
571,165 |
$25,879,000 |
14,322 |
|
WELLS FARGO & CO/MN |
987 |
- |
2024-03-31 |
568,743 |
$25,770,000 |
94,110 |
|
CHILDRESS CAPITAL ADVISORS LLC |
2 |
- |
2024-03-31 |
547,507 |
$24,808,000 |
-27,400 |
|
Integrated Wealth Concepts LLC |
62 |
- |
2024-03-31 |
522,951 |
$23,695,000 |
33,128 |
|
McIlrath & Eck LLC |
11 |
- |
2024-03-31 |
442,971 |
$20,071,000 |
45,914 |
|
Cetera Investment Advisers |
433 |
- |
2024-03-31 |
384,733 |
$17,432,000 |
218,023 |
|
Mascoma Wealth Management LLC |
8 |
- |
2024-03-31 |
289,390 |
$13,112,000 |
70,432 |
|
Lakeridge Wealth Management LLC |
2 |
- |
2024-03-31 |
255,074 |
$11,557,000 |
-667 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
398 |
- |
2024-03-31 |
254,940 |
$11,551,000 |
61,873 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
364 |
- |
2023-09-30 |
282,196 |
$10,890,000 |
10,496 |
|
MML INVESTORS SERVICES LLC |
398 |
- |
2024-03-31 |
229,703 |
$10,408,000 |
117,759 |
|
Arden Trust Co |
22 |
*New |
2024-03-31 |
225,499 |
$10,217,000 |
225,499 |
|
JANE STREET GROUP LLC |
793 |
- |
2024-03-31 |
225,405 |
$10,213,000 |
-78,008 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
797 |
- |
2024-03-31 |
221,635 |
$10,042,000 |
21,122 |
|
LINCOLN NATIONAL CORP |
89 |
- |
2024-03-31 |
217,746 |
$9,866,000 |
3,944 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
435 |
- |
2024-03-31 |
205,479 |
$9,310,000 |
43,690 |
|
CAPTRUST FINANCIAL ADVISORS |
364 |
- |
2024-03-31 |
197,472 |
$8,947,000 |
6,087 |
|
STIFEL FINANCIAL CORP |
869 |
- |
2024-03-31 |
191,402 |
$8,672,000 |
4,627 |
|
RETIREMENT PLANNING GROUP |
22 |
- |
2024-03-31 |
190,921 |
$8,651,000 |
17,136 |
|
J P MORGAN CHASE & CO |
2145 |
- |
2024-03-31 |
188,632 |
$8,547,000 |
-136,596 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
710 |
- |
2024-03-31 |
186,140 |
$8,434,000 |
186,140 |
|
FINANCIAL NETWORK |
450 |
- |
2024-03-31 |
171,120 |
$7,753,000 |
10,753 |
|
MULTIFINANCIAL SECURITIES CORP |
353 |
- |
2024-03-31 |
152,312 |
$6,901,000 |
129,429 |
|
H D Vest Advisory Services |
249 |
- |
2024-03-31 |
142,430 |
$6,453,000 |
20,901 |
|
BOLLARD GROUP LLC |
47 |
- |
2024-03-31 |
137,186 |
$6,216,000 |
1,138 |
|
Lineweaver Wealth Advisors LLC |
16 |
- |
2024-03-31 |
128,808 |
$5,836,000 |
-1,187 |
|
ATRIA INVESTMENTS LLC |
309 |
- |
2024-03-31 |
121,199 |
$5,492,000 |
82,215 |
|
RFG Advisory Group LLC |
101 |
- |
2024-03-31 |
111,416 |
$5,048,000 |
6,403 |
|
McGlone Suttner Wealth Management Inc. |
17 |
- |
2024-03-31 |
108,324 |
$4,908,000 |
-1,077 |
|
Gallagher Fiduciary Advisors LLC |
27 |
- |
2024-03-31 |
106,336 |
$4,818,000 |
10,386 |
|
AdvisorNet Financial Inc |
44 |
- |
2024-03-31 |
102,646 |
$4,651,000 |
615 |
|
Marmo Financial Group LLC |
10 |
- |
2024-03-31 |
90,800 |
$4,114,000 |
4,642 |
|
PERSONAL CFO SOLUTIONS LLC |
34 |
- |
2024-03-31 |
84,783 |
$3,842,000 |
-1,221 |
|
Kovack Advisors Inc. |
39 |
- |
2024-03-31 |
84,543 |
$3,831,000 |
598 |
|
WCG Wealth Advisors LLC |
74 |
- |
2024-03-31 |
82,557 |
$3,741,000 |
34,021 |
|
ADVISORY SERVICES NETWORK, LLC |
275 |
- |
2024-03-31 |
82,238 |
$3,726,000 |
8,019 |
|
BB&T CORP |
999 |
- |
2024-03-31 |
80,583 |
$3,651,000 |
5,225 |
|
VALMARK ADVISERS INC |
118 |
- |
2024-03-31 |
80,392 |
$3,643,000 |
-555 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
263 |
- |
2024-03-31 |
76,850 |
$3,482,000 |
-7,517 |
|
PRUDENTIAL FINANCIAL INC |
1133 |
- |
2024-03-31 |
76,707 |
$3,476,000 |
12,296 |
|
Investmark Advisory Group LLC |
13 |
- |
2024-03-31 |
75,832 |
$3,436,000 |
3,259 |
|
ROYAL BANK OF CANADA |
2197 |
- |
2024-03-31 |
71,403 |
$3,235,000 |
-1,915 |
|
AE Wealth Management LLC |
383 |
- |
2024-03-31 |
70,787 |
$3,207,000 |
-71,398 |
|
Pensionmark Financial Group LLC |
52 |
*New |
2024-03-31 |
69,464 |
$3,147,000 |
69,464 |
|
Qube Research & Technologies Ltd |
1292 |
- |
2024-03-31 |
67,247 |
$3,047,000 |
-657 |
|
Slagle Financial LLC |
14 |
- |
2024-03-31 |
65,981 |
$2,990,000 |
-53,989 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
13 |
- |
2024-03-31 |
64,795 |
$2,936,000 |
1,545 |
|
Mason & Associates LLC |
13 |
- |
2024-03-31 |
64,795 |
$2,936,000 |
0 |
|
Milestone Investment Advisors LLC |
34 |
*New |
2024-03-31 |
63,657 |
$2,884,000 |
63,657 |
|
Principle Wealth Partners LLC |
104 |
- |
2024-03-31 |
59,973 |
$2,717,000 |
3,360 |
|
FMR LLC |
2104 |
- |
2024-03-31 |
57,378 |
$2,600,000 |
21,435 |
|
Private Advisor Group LLC |
708 |
- |
2024-03-31 |
54,544 |
$2,471,000 |
15,469 |
|
ESSEX FINANCIAL SERVICES INC |
95 |
- |
2024-03-31 |
54,240 |
$2,458,000 |
15,649 |
|
Arkadios Wealth Advisors |
128 |
- |
2024-03-31 |
52,082 |
$2,360,000 |
6,427 |
|
PRINCIPAL SECURITIES INC. |
252 |
- |
2024-03-31 |
51,391 |
$2,329,000 |
30,279 |
|
MCCORMACK ADVISORS INTERNATIONAL |
352 |
- |
2024-03-31 |
47,988 |
$2,174,000 |
-1,269 |
|
STEPHENS INC /AR/ |
415 |
- |
2024-03-31 |
46,568 |
$2,110,000 |
24,388 |
|
EP WEALTH ADVISORS, INC. |
254 |
- |
2024-03-31 |
46,269 |
$2,096,000 |
-474 |
|
IHT Wealth Management LLC |
238 |
- |
2024-03-31 |
46,256 |
$2,096,000 |
-5,937 |
|
RENAISSANCE TECHNOLOGIES LLC |
2005 |
*New |
2024-03-31 |
46,002 |
$2,084,000 |
46,002 |
|
Gladstone Institutional Advisory LLC |
203 |
- |
2024-03-31 |
45,692 |
$2,070,000 |
3,705 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
114 |
- |
2024-03-31 |
42,709 |
$1,935,000 |
2,789 |
|
MERCER GLOBAL ADVISORS INC /ADV |
750 |
- |
2024-03-31 |
39,689 |
$1,798,000 |
-5,861 |
|
PRIMORIS WEALTH ADVISORS LLC |
25 |
- |
2024-03-31 |
39,658 |
$1,797,000 |
4,200 |
|
IFP Advisors Inc |
275 |
- |
2023-12-31 |
39,180 |
$1,657,000 |
5,561 |
|
OneAscent Financial Services LLC |
79 |
- |
2024-03-31 |
36,396 |
$1,649,000 |
-845 |
|
Koshinski Asset Management Inc. |
135 |
- |
2024-03-31 |
36,305 |
$1,645,000 |
-34,700 |
|
BIONDO INVESTMENT ADVISORS LLC |
52 |
- |
2024-03-31 |
35,715 |
$1,618,000 |
440 |
|
Barry Investment Advisors LLC |
39 |
*New |
2024-03-31 |
31,636 |
$1,433,000 |
31,636 |
|
RAYMOND JAMES & ASSOCIATES |
2377 |
- |
2024-03-31 |
30,467 |
$1,380,000 |
-5,184 |
|
Benedetti & Gucer Inc. |
28 |
- |
2024-03-31 |
30,209 |
$1,369,000 |
-4,660 |
|
Consolidated Planning Corp |
81 |
- |
2024-03-31 |
29,110 |
$1,319,000 |
-4,709 |
|
Goss Wealth Management LLC |
855 |
- |
2024-03-31 |
28,827 |
$1,306,000 |
-15,857 |
|
Sigma Planning Corp |
423 |
- |
2024-03-31 |
28,541 |
$1,293,000 |
14,709 |
|
Retirement Group LLC |
32 |
- |
2024-03-31 |
26,921 |
$1,220,000 |
3,578 |
|
Lido Advisors LLC |
527 |
- |
2024-03-31 |
25,527 |
$1,157,000 |
-1,723 |
|
AVAII WEALTH MANAGEMENT LLC |
30 |
*New |
2024-03-31 |
24,279 |
$1,100,000 |
24,279 |
|
PROEQUITIES INC. |
272 |
- |
2024-03-31 |
24,076 |
$1,091,000 |
11,177 |
|
HBW Advisory Services LLC |
118 |
- |
2024-03-31 |
25,342 |
$1,071,000 |
0 |
|
Steward Partners Investment Advisory LLC |
761 |
- |
2024-03-31 |
23,604 |
$1,070,000 |
9,476 |
|
OPPENHEIMER & CO INC |
728 |
- |
2024-03-31 |
23,279 |
$1,055,000 |
7,962 |
|
PRIVATE WEALTH PARTNERS LLC |
83 |
- |
2024-03-31 |
23,100 |
$1,047,000 |
0 |
|
Calton & Associates Inc. |
48 |
- |
2024-03-31 |
22,587 |
$1,023,000 |
-7,186 |
|
Godshalk Welsh Capital Management Inc. |
53 |
- |
2024-03-31 |
22,475 |
$1,018,000 |
800 |
|
Concurrent Investment Advisors LLC |
367 |
- |
2024-03-31 |
22,384 |
$1,014,000 |
-2,668 |
|
LVZ Advisors Inc. |
49 |
- |
2024-03-31 |
22,038 |
$999,000 |
-6,977 |
|
JANNEY MONTGOMERY SCOTT LLC |
1530 |
- |
2024-03-31 |
21,359 |
$968,000 |
9,438 |
|
Ahrens Investment Partners LLC |
44 |
- |
2023-03-31 |
24,979 |
$951,000 |
-388 |
|
Soltis Investment Advisors LLC |
151 |
- |
2024-03-31 |
20,985 |
$951,000 |
-161 |
|
SWEENEY & MICHEL LLC |
42 |
- |
2024-03-31 |
20,520 |
$948,000 |
1,274 |
|
Castleview Partners LLC |
42 |
*New |
2024-03-31 |
20,539 |
$931,000 |
20,539 |
|
Ameritas Advisory Services LLC |
398 |
- |
2024-03-31 |
20,696 |
$924,000 |
13,446 |
|
Octavia Wealth Advisors LLC |
79 |
- |
2024-03-31 |
20,132 |
$912,000 |
-115,584 |
|
MARINER WEALTH ADVISORS, LLC |
1636 |
- |
2024-03-31 |
18,480 |
$837,000 |
-2,363 |
|
|
100 Records found
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1
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