|
Institutional
Holders
Total
Institutions:
|
110 5 |
|
Total
shares held :
|
6,584,209 |
|
% of shares
held :
|
73.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
71,069 |
|
% of shares
held change :
|
0.79% |
|
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 |
WELLS FARGO & CO/MN |
769 |
- |
2024-03-31 |
970,130 |
$43,122,000 |
970,130 |
|
ENVESTNET ASSET MANAGEMENT INC |
911 |
- |
2024-03-31 |
649,743 |
$28,881,000 |
400,602 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
436 |
- |
2024-03-31 |
535,741 |
$23,814,000 |
-8,951 |
|
Astor Investment Management LLC |
4 |
*New |
2024-03-31 |
506,523 |
$22,515,000 |
506,523 |
|
McCarthy & Cox |
3 |
- |
2024-03-31 |
401,129 |
$17,830,000 |
0 |
|
Advisor Group Holdings Inc. |
485 |
- |
2024-03-31 |
361,426 |
$16,064,000 |
53,834 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
606 |
- |
2024-03-31 |
351,771 |
$15,636,000 |
-638,863 |
|
RAYMOND JAMES & ASSOCIATES |
951 |
- |
2024-03-31 |
321,658 |
$14,298,000 |
-3,927 |
|
CWM LLC |
248 |
- |
2024-03-31 |
300,680 |
$13,365,000 |
-33,333 |
|
Cetera Investment Advisers |
608 |
- |
2024-03-31 |
263,747 |
$11,724,000 |
153,428 |
|
GDS Wealth Management |
51 |
- |
2024-03-31 |
173,874 |
$7,729,000 |
6,642 |
|
Change Path LLC |
69 |
- |
2024-03-31 |
170,771 |
$7,590,000 |
-36,572 |
|
ATRIA INVESTMENTS LLC |
251 |
*New |
2024-03-31 |
160,333 |
$7,127,000 |
160,333 |
|
AIFG Consultants Ltd. |
9 |
- |
2024-03-31 |
152,400 |
$6,774,000 |
-12,861 |
|
Goss Wealth Management LLC |
356 |
- |
2024-03-31 |
126,337 |
$5,616,000 |
-1,957 |
|
Steward Partners Investment Advisory LLC |
308 |
- |
2024-03-31 |
125,815 |
$5,592,000 |
2,048 |
|
CAPTRUST FINANCIAL ADVISORS |
465 |
- |
2024-03-31 |
124,122 |
$5,517,000 |
-1,860 |
|
FINANCIAL NETWORK |
653 |
- |
2024-03-31 |
105,459 |
$4,688,000 |
-1,847 |
|
LPL FINANCIAL CORP |
1858 |
- |
2024-03-31 |
101,358 |
$4,505,000 |
15,239 |
|
MBL Wealth LLC |
41 |
- |
2024-03-31 |
100,744 |
$4,478,000 |
30,200 |
|
Legacy Capital Group California Inc. |
7 |
*New |
2024-03-31 |
95,500 |
$4,245,000 |
95,500 |
|
MULTIFINANCIAL SECURITIES CORP |
518 |
- |
2024-03-31 |
92,899 |
$4,129,000 |
-90,975 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
869 |
- |
2024-03-31 |
90,087 |
$4,004,000 |
-25,498 |
|
Financial Services Advisory Inc |
25 |
- |
2024-03-31 |
85,265 |
$3,790,000 |
5,553 |
|
STEPHENS INC /AR/ |
300 |
- |
2024-03-31 |
82,718 |
$3,677,000 |
-2,396 |
|
Keystone Wealth Services LLC |
19 |
- |
2024-03-31 |
77,892 |
$3,462,000 |
335 |
|
Main Street Financial Solutions LLC |
55 |
- |
2024-03-31 |
76,366 |
$3,394,000 |
-1,310 |
|
Kestra Advisory Services LLC |
672 |
- |
2024-03-31 |
73,432 |
$3,264,000 |
24,444 |
|
Resources Investment Advisors Inc. |
250 |
- |
2024-03-31 |
72,282 |
$3,213,000 |
7,932 |
|
HARBOUR INVESTMENTS INC. |
169 |
- |
2023-12-31 |
66,972 |
$2,787,000 |
1,577 |
|
BECK CAPITAL MANAGEMENT LLC |
50 |
- |
2024-03-31 |
61,052 |
$2,714,000 |
-2,317 |
|
Lloyd Advisory Services LLC. |
18 |
*New |
2024-03-31 |
61,012 |
$2,707,000 |
61,012 |
|
H D Vest Advisory Services |
460 |
- |
2024-03-31 |
60,103 |
$2,672,000 |
-5,768 |
|
JANE STREET GROUP LLC |
1930 |
- |
2024-03-31 |
58,881 |
$2,617,000 |
58,881 |
|
AE Wealth Management LLC |
440 |
- |
2024-03-31 |
56,873 |
$2,528,000 |
-83,893 |
|
Opes Wealth Management LLC |
43 |
- |
2024-03-31 |
49,445 |
$2,198,000 |
105 |
|
JANNEY MONTGOMERY SCOTT LLC |
1139 |
- |
2024-03-31 |
46,378 |
$2,062,000 |
-1,408 |
|
Schulz Wealth LTD. |
14 |
- |
2024-03-31 |
42,333 |
$1,882,000 |
-1,895 |
|
Lion Street Advisors LLC |
26 |
- |
2024-03-31 |
44,322 |
$1,845,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1099 |
- |
2024-03-31 |
39,548 |
$1,758,000 |
-3,321 |
|
GeoWealth Management LLC |
209 |
- |
2024-03-31 |
35,708 |
$1,587,000 |
30,696 |
|
MARINER WEALTH ADVISORS, LLC |
1265 |
- |
2024-03-31 |
33,099 |
$1,471,000 |
3,222 |
|
BB&T CORP |
1414 |
- |
2024-03-31 |
33,006 |
$1,467,000 |
770 |
|
1776 WEALTH LLC |
29 |
- |
2024-03-31 |
31,851 |
$1,416,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
440 |
- |
2024-03-31 |
35,334 |
$1,355,000 |
850 |
|
ROYAL BANK OF CANADA |
2827 |
- |
2024-03-31 |
27,763 |
$1,234,000 |
6,342 |
|
Elevated Capital Advisors LLC |
81 |
*New |
2024-03-31 |
27,754 |
$1,234,000 |
27,754 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
66 |
- |
2024-03-31 |
27,081 |
$1,204,000 |
-168 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2530 |
- |
2024-03-31 |
23,030 |
$1,024,000 |
1,294 |
|
Aurora Private Wealth Inc. |
33 |
- |
2024-03-31 |
21,991 |
$977,000 |
-45 |
|
Atria Wealth Solutions Inc. |
920 |
- |
2024-03-31 |
21,561 |
$958,000 |
839 |
|
Outlook Wealth Advisors LLC |
76 |
- |
2024-03-31 |
19,890 |
$884,000 |
10,713 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
88 |
- |
2024-03-31 |
19,832 |
$882,000 |
0 |
|
HRT FINANCIAL LLC |
902 |
*New |
2024-03-31 |
19,854 |
$882,000 |
19,854 |
|
Truadvice LLC |
82 |
- |
2023-09-30 |
22,293 |
$873,000 |
1,829 |
|
Sage Capital Advisorsllc |
71 |
- |
2024-03-31 |
18,869 |
$839,000 |
-551 |
|
CITADEL ADVISORS LLC |
3385 |
- |
2024-03-31 |
16,105 |
$716,000 |
6,897 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
665 |
- |
2024-03-31 |
15,835 |
$704,000 |
0 |
|
J P MORGAN CHASE & CO |
3545 |
- |
2024-03-31 |
15,782 |
$702,000 |
15,199 |
|
BANK OF NEW YORK MELLON CORP |
3320 |
*New |
2024-03-31 |
15,333 |
$682,000 |
15,333 |
|
ADVISORY SERVICES NETWORK, LLC |
832 |
- |
2024-03-31 |
15,114 |
$672,000 |
14,302 |
|
Sunbelt Securities Inc. |
244 |
- |
2024-03-31 |
15,012 |
$667,000 |
-1,148 |
|
Tanglewood Legacy Advisors LLC |
45 |
- |
2024-03-31 |
14,632 |
$650,000 |
0 |
|
TWO SIGMA SECURITIES LLC |
373 |
*New |
2024-03-31 |
14,467 |
$643,000 |
14,467 |
|
DHJJ Financial Advisors Ltd. |
66 |
- |
2024-03-31 |
14,235 |
$633,000 |
-590 |
|
Cypress Wealth Services LLC |
115 |
- |
2024-03-31 |
14,214 |
$632,000 |
0 |
|
AXXCESS WEALTH MANAGEMENT LLC |
488 |
- |
2024-03-31 |
13,711 |
$609,000 |
13,711 |
|
DAVENPORT & CO LLC |
728 |
*New |
2024-03-31 |
13,669 |
$608,000 |
13,669 |
|
Rockefeller Capital Management L.P. |
1416 |
- |
2024-03-31 |
13,238 |
$588,000 |
1,887 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
82 |
- |
2024-03-31 |
13,022 |
$579,000 |
261 |
|
Sigma Planning Corp |
709 |
- |
2024-03-31 |
12,754 |
$567,000 |
-1,819 |
|
LM Advisors LLC |
125 |
- |
2024-03-31 |
12,000 |
$533,000 |
0 |
|
Integrity Financial Corp /WA |
62 |
- |
2024-03-31 |
11,880 |
$528,000 |
-418 |
|
REUTER JAMES WEALTH MANAGEMENT LLC |
66 |
*New |
2024-03-31 |
11,830 |
$526,000 |
11,830 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
209 |
- |
2024-03-31 |
10,888 |
$484,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
1141 |
- |
2024-03-31 |
10,795 |
$480,000 |
1,282 |
|
NBC SECURITIES INC. |
448 |
- |
2024-03-31 |
10,735 |
$477,000 |
-1,733 |
|
EPG Wealth Management LLC |
173 |
- |
2024-03-31 |
10,725 |
$477,000 |
0 |
|
Family Wealth Group LLC |
46 |
- |
2023-12-31 |
10,908 |
$454,000 |
0 |
|
SOA Wealth Advisors LLC. |
115 |
- |
2024-03-31 |
10,050 |
$447,000 |
-715 |
|
Advisor Resource Council |
130 |
- |
2024-03-31 |
10,383 |
$432,000 |
-44,905 |
|
Beacon Financial Advisory LLC |
140 |
- |
2024-03-31 |
9,150 |
$407,000 |
0 |
|
Ameritas Advisory Services LLC |
613 |
- |
2024-03-31 |
9,198 |
$402,000 |
9,198 |
|
Raleigh Capital Management Inc. |
140 |
*New |
2024-03-31 |
8,848 |
$393,000 |
8,848 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1719 |
- |
2024-03-31 |
8,763 |
$390,000 |
0 |
|
HPM Partners LLC |
1765 |
- |
2024-03-31 |
8,110 |
$360,000 |
0 |
|
Strategic Blueprint LLC |
446 |
- |
2024-03-31 |
7,922 |
$352,000 |
1,429 |
|
IFP Advisors Inc |
692 |
- |
2023-12-31 |
8,288 |
$345,000 |
-1,329 |
|
CENTAURUS FINANCIAL INC. |
467 |
- |
2024-03-31 |
7,699 |
$342,000 |
-123 |
|
LINCOLN NATIONAL CORP |
889 |
- |
2024-03-31 |
7,600 |
$338,000 |
-500 |
|
BAKER TILLY FINANCIAL LLC |
339 |
- |
2024-03-31 |
6,860 |
$305,000 |
0 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
531 |
- |
2024-03-31 |
6,554 |
$291,000 |
-5 |
|
Mutual Advisors LLC |
885 |
- |
2024-03-31 |
6,198 |
$276,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
240 |
- |
2022-12-31 |
7,900 |
$271,000 |
-7,050 |
|
WEDBUSH MORGAN SECURITIES INC |
930 |
- |
2024-03-31 |
6,036 |
$268,000 |
-8,350 |
|
ACT Advisors LLC. |
35 |
- |
2024-03-31 |
5,860 |
$260,000 |
0 |
|
RFG Advisory Group LLC |
640 |
- |
2024-03-31 |
5,720 |
$254,000 |
-7,430 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
90 |
- |
2024-03-31 |
5,709 |
$254,000 |
-14 |
|
Fragasso Group Inc. |
230 |
- |
2024-03-31 |
5,666 |
$252,000 |
0 |
|
Aptus Capital Advisors LLC |
662 |
- |
2024-03-31 |
5,612 |
$249,000 |
2,712 |
|
|
100 Records found
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1
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