|
Institutional
Holders
Total
Institutions:
|
100 13 |
|
Total
shares held :
|
4,118,063 |
|
% of shares
held :
|
58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-62 |
|
Amount
of shares held :
|
-2,065,399 |
|
% of shares
held change :
|
-29.09% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
338 |
- |
2024-03-31 |
779,564 |
$35,294,000 |
736,843 |
|
Fiduciary Planning LLC |
3 |
- |
2024-03-31 |
573,252 |
$25,953,000 |
-3,632 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
432 |
- |
2024-03-31 |
530,774 |
$24,031,000 |
173,628 |
|
Stratos Wealth Advisors LLC |
11 |
- |
2024-03-31 |
497,489 |
$22,524,000 |
-37,246 |
|
Cetera Investment Advisers |
402 |
- |
2024-03-31 |
425,034 |
$19,243,000 |
266,898 |
|
Advisor Group Holdings Inc. |
588 |
- |
2024-03-31 |
269,263 |
$12,190,000 |
91,531 |
|
ENVESTNET ASSET MANAGEMENT INC |
1491 |
- |
2024-03-31 |
235,422 |
$10,659,000 |
204,477 |
|
MULTIFINANCIAL SECURITIES CORP |
275 |
- |
2024-03-31 |
203,808 |
$9,227,000 |
160,898 |
|
Wealthcare Advisory Partners LLC |
63 |
*New |
2024-03-31 |
193,778 |
$8,773,000 |
193,778 |
|
Change Path LLC |
58 |
- |
2024-03-31 |
191,724 |
$8,680,000 |
191,724 |
|
Kestra Advisory Services LLC |
349 |
- |
2024-03-31 |
189,948 |
$8,600,000 |
67,856 |
|
CWM LLC |
346 |
- |
2024-03-31 |
159,200 |
$7,208,000 |
138,436 |
|
Great Diamond Partners LLC |
16 |
- |
2024-03-31 |
126,527 |
$5,728,000 |
2,885 |
|
FINANCIAL NETWORK |
584 |
- |
2024-03-31 |
123,664 |
$5,599,000 |
51,634 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
12 |
*New |
2024-03-31 |
122,962 |
$5,567,000 |
122,962 |
|
HARBOUR INVESTMENTS INC. |
84 |
- |
2023-12-31 |
124,618 |
$5,317,000 |
-100 |
|
Onyx Bridge Wealth Group LLC |
24 |
- |
2024-03-31 |
114,996 |
$5,133,000 |
-1,883 |
|
RAYMOND JAMES & ASSOCIATES |
1562 |
- |
2024-03-31 |
112,340 |
$5,086,000 |
78,605 |
|
STEPHENS INC /AR/ |
260 |
- |
2024-03-31 |
112,145 |
$5,077,000 |
46,994 |
|
McCarthy & Cox |
21 |
- |
2024-03-31 |
102,291 |
$4,631,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
827 |
- |
2024-03-31 |
95,988 |
$4,346,000 |
24,034 |
|
LM Advisors LLC |
29 |
- |
2024-03-31 |
87,281 |
$3,952,000 |
21,261 |
|
Keystone Wealth Services LLC |
17 |
- |
2024-03-31 |
79,678 |
$3,607,000 |
11,406 |
|
LPL FINANCIAL CORP |
2025 |
- |
2024-03-31 |
78,738 |
$3,565,000 |
31,624 |
|
InterOcean Capital Group LLC |
124 |
- |
2024-03-31 |
73,660 |
$3,335,000 |
0 |
|
Main Street Financial Solutions LLC |
60 |
- |
2024-03-31 |
71,219 |
$3,224,000 |
-715 |
|
JANNEY MONTGOMERY SCOTT LLC |
955 |
- |
2024-03-31 |
66,972 |
$3,032,000 |
25,932 |
|
Apollon Wealth Management LLC |
227 |
- |
2024-03-31 |
57,149 |
$2,587,000 |
50,742 |
|
MARINER WEALTH ADVISORS, LLC |
1001 |
- |
2024-03-31 |
55,341 |
$2,506,000 |
1,477 |
|
ATRIA INVESTMENTS LLC |
579 |
- |
2024-03-31 |
53,516 |
$2,423,000 |
8,767 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
55 |
- |
2022-12-31 |
67,865 |
$2,414,000 |
-101,001 |
|
Sigma Planning Corp |
290 |
- |
2024-03-31 |
47,083 |
$2,132,000 |
47,083 |
|
Rockefeller Capital Management L.P. |
979 |
- |
2024-03-31 |
46,982 |
$2,127,000 |
16,219 |
|
CAPTRUST FINANCIAL ADVISORS |
787 |
- |
2024-03-31 |
45,362 |
$2,054,000 |
-1,591 |
|
Valtinson Bruner Financial Planning LLC |
34 |
- |
2024-03-31 |
45,008 |
$2,038,000 |
-133,183 |
|
Outlook Wealth Advisors LLC |
39 |
- |
2024-03-31 |
40,975 |
$1,855,000 |
35,762 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1969 |
- |
2024-03-31 |
36,706 |
$1,662,000 |
25,657 |
|
Goss Wealth Management LLC |
756 |
- |
2024-03-31 |
36,629 |
$1,658,000 |
14,935 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
29 |
- |
2024-03-31 |
36,192 |
$1,639,000 |
9,581 |
|
Harvest Investment Services LLC |
46 |
- |
2024-03-31 |
35,557 |
$1,610,000 |
35,557 |
|
Steward Partners Investment Advisory LLC |
641 |
- |
2024-03-31 |
35,271 |
$1,597,000 |
31,244 |
|
Semus Wealth Partners LLC |
18 |
*New |
2024-03-31 |
32,828 |
$1,486,000 |
32,828 |
|
Marshall Financial Group LLC |
62 |
- |
2024-03-31 |
32,767 |
$1,484,000 |
-1,556 |
|
H D Vest Advisory Services |
646 |
- |
2024-03-31 |
30,362 |
$1,375,000 |
16,045 |
|
Foundations Investment Advisors LLC |
274 |
*New |
2024-03-31 |
29,521 |
$1,337,000 |
29,521 |
|
Maltin Wealth Management Inc. |
43 |
- |
2024-03-31 |
29,368 |
$1,330,000 |
728 |
|
Truadvice LLC |
57 |
- |
2023-09-30 |
32,781 |
$1,308,000 |
-3,885 |
|
Integrity Financial Corp /WA |
30 |
- |
2024-03-31 |
28,039 |
$1,269,000 |
2,750 |
|
Integrated Advisors Network LLC |
272 |
- |
2024-03-31 |
27,214 |
$1,232,000 |
6,774 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
497 |
- |
2024-03-31 |
27,100 |
$1,227,000 |
1,125 |
|
ROYAL BANK OF CANADA |
2893 |
- |
2024-03-31 |
25,017 |
$1,133,000 |
19,575 |
|
OPPENHEIMER & CO INC |
724 |
*New |
2024-03-31 |
23,363 |
$1,058,000 |
23,363 |
|
JANE STREET GROUP LLC |
3064 |
*New |
2024-03-31 |
22,115 |
$1,001,000 |
22,115 |
|
WEDBUSH MORGAN SECURITIES INC |
386 |
- |
2024-03-31 |
21,951 |
$994,000 |
-18,444 |
|
Grant Street Asset Management Inc. |
29 |
- |
2024-03-31 |
21,661 |
$981,000 |
-388 |
|
Fundamentun LLC |
107 |
*New |
2024-03-31 |
21,393 |
$969,000 |
21,393 |
|
Fragasso Group Inc. |
121 |
- |
2024-03-31 |
21,367 |
$967,000 |
2,390 |
|
Laidlaw Wealth Management LLC |
57 |
*New |
2024-03-31 |
21,263 |
$963,000 |
21,263 |
|
CITADEL ADVISORS LLC |
3157 |
*New |
2024-03-31 |
20,322 |
$920,000 |
20,322 |
|
DHJJ Financial Advisors Ltd. |
48 |
- |
2024-03-31 |
19,580 |
$886,000 |
48 |
|
AE Wealth Management LLC |
691 |
- |
2024-03-31 |
18,129 |
$821,000 |
-181 |
|
Oder Investment Management LLC |
45 |
- |
2024-03-31 |
17,925 |
$812,000 |
586 |
|
Integrated Wealth Concepts LLC |
863 |
- |
2024-03-31 |
16,849 |
$763,000 |
0 |
|
Opes Wealth Management LLC |
67 |
- |
2024-03-31 |
16,447 |
$745,000 |
-3 |
|
Ameritas Advisory Services LLC |
458 |
- |
2024-03-31 |
16,376 |
$738,000 |
16,376 |
|
MML INVESTORS SERVICES LLC |
1585 |
- |
2024-03-31 |
16,086 |
$728,000 |
9,588 |
|
1776 WEALTH LLC |
54 |
- |
2024-03-31 |
15,423 |
$698,000 |
5,723 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
42 |
- |
2024-03-31 |
15,381 |
$696,000 |
-8,199 |
|
Focus Financial Network Inc. |
316 |
- |
2024-03-31 |
15,171 |
$668,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
399 |
- |
2023-12-31 |
15,314 |
$653,000 |
0 |
|
INTL FCSTONE INC. |
199 |
- |
2024-03-31 |
13,764 |
$623,000 |
2,250 |
|
JOURNEY STRATEGIC WEALTH LLC |
113 |
*New |
2024-03-31 |
13,507 |
$612,000 |
13,507 |
|
PROEQUITIES INC. |
401 |
- |
2024-03-31 |
13,451 |
$609,000 |
1,701 |
|
REGAL INVESTMENT ADVISORS, LLC |
327 |
- |
2024-03-31 |
12,955 |
$587,000 |
0 |
|
Sovereign Financial Group Inc. |
136 |
- |
2024-03-31 |
12,565 |
$569,000 |
-305 |
|
Accel Wealth Management |
100 |
*New |
2024-03-31 |
12,516 |
$567,000 |
12,516 |
|
Bouchey Financial Group Ltd |
70 |
- |
2024-03-31 |
12,450 |
$564,000 |
1,957 |
|
LVZ Advisors Inc. |
62 |
- |
2024-03-31 |
12,095 |
$548,000 |
2,620 |
|
Sunbelt Securities Inc. |
302 |
- |
2024-03-31 |
11,996 |
$543,000 |
3,407 |
|
Savvy Advisors Inc. |
88 |
*New |
2024-03-31 |
11,408 |
$516,000 |
11,408 |
|
Cypress Wealth Services LLC |
145 |
- |
2024-03-31 |
11,043 |
$500,000 |
0 |
|
Atria Wealth Solutions Inc. |
1294 |
- |
2024-03-31 |
10,286 |
$466,000 |
2,241 |
|
Resources Investment Advisors Inc. |
794 |
- |
2024-03-31 |
9,387 |
$425,000 |
-5,648 |
|
Echo Wealth Management LLC |
30 |
- |
2024-03-31 |
8,985 |
$407,000 |
-1,675 |
|
Tanglewood Legacy Advisors LLC |
63 |
- |
2024-03-31 |
8,298 |
$376,000 |
6,973 |
|
EPG Wealth Management LLC |
199 |
- |
2024-03-31 |
7,900 |
$358,000 |
2,500 |
|
BB&T CORP |
2179 |
*New |
2024-03-31 |
7,763 |
$351,000 |
7,763 |
|
KINGSWOOD WEALTH ADVISORS LLC |
448 |
*New |
2024-03-31 |
7,246 |
$328,000 |
7,246 |
|
We Are One Seven LLC |
703 |
- |
2024-03-31 |
7,025 |
$318,000 |
-300 |
|
LEGACY PRIVATE TRUST CO. |
196 |
*New |
2024-03-31 |
6,877 |
$311,000 |
6,877 |
|
Redhawk Wealth Advisors Inc. |
245 |
*New |
2024-03-31 |
6,717 |
$304,000 |
6,717 |
|
Envestnet Portfolio Solutions Inc. |
1355 |
- |
2024-03-31 |
6,624 |
$300,000 |
6,624 |
|
Key Client Fiduciary Advisors LLC |
137 |
- |
2024-03-31 |
6,600 |
$299,000 |
-375 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
261 |
- |
2024-03-31 |
6,292 |
$285,000 |
342 |
|
LINCOLN NATIONAL CORP |
972 |
- |
2024-03-31 |
6,265 |
$284,000 |
-4,080 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
631 |
- |
2024-03-31 |
6,541 |
$279,000 |
0 |
|
Strategic Blueprint LLC |
509 |
- |
2024-03-31 |
5,905 |
$267,000 |
5,905 |
|
Cedar Brook Financial Partners LLC |
342 |
- |
2024-03-31 |
5,800 |
$263,000 |
0 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
134 |
*New |
2024-03-31 |
5,695 |
$258,000 |
5,695 |
|
Anfield Capital Management LLC |
62 |
- |
2024-03-31 |
5,606 |
$254,000 |
0 |
|
|
100 Records found
|
1
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