|
Institutional
Holders
Total
Institutions:
|
38 3 |
|
Total
shares held :
|
3,137,039 |
|
% of shares
held :
|
47.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-2,360,608 |
|
% of shares
held change :
|
-35.6% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
226 |
- |
2024-03-31 |
1,645,622 |
$56,675,000 |
660,903 |
|
Summit Financial Wealth Advisors LLC |
1 |
*New |
2024-03-31 |
1,513,047 |
$52,109,000 |
1,513,047 |
|
Advisor Group Holdings Inc. |
410 |
- |
2024-03-31 |
573,213 |
$19,738,000 |
471,805 |
|
Americana Partners LLC |
12 |
*New |
2024-03-31 |
506,488 |
$17,443,000 |
506,488 |
|
Cetera Investment Advisers |
486 |
- |
2024-03-31 |
443,616 |
$15,278,000 |
358,348 |
|
ODonnell Financial Services LLC |
6 |
- |
2024-03-31 |
389,919 |
$13,429,000 |
-31,267 |
|
MULTIFINANCIAL SECURITIES CORP |
259 |
- |
2024-03-31 |
281,105 |
$9,681,000 |
-182,441 |
|
AIFG Consultants Ltd. |
5 |
*New |
2024-03-31 |
268,808 |
$9,258,000 |
268,808 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
847 |
- |
2024-03-31 |
253,198 |
$8,720,000 |
61,844 |
|
MARINER WEALTH ADVISORS, LLC |
644 |
- |
2024-03-31 |
187,790 |
$6,467,000 |
3,613 |
|
ATRIA INVESTMENTS LLC |
273 |
- |
2024-03-31 |
186,694 |
$6,430,000 |
11,177 |
|
Sunbelt Securities Inc. |
28 |
- |
2024-03-31 |
177,216 |
$6,103,000 |
173,840 |
|
RAYMOND JAMES & ASSOCIATES |
1521 |
*New |
2024-03-31 |
156,895 |
$5,403,000 |
156,895 |
|
Comprehensive Financial Consultants Institutional |
8 |
*New |
2024-03-31 |
129,753 |
$4,469,000 |
129,753 |
|
BB&T CORP |
929 |
- |
2024-03-31 |
126,309 |
$4,350,000 |
102,970 |
|
Kestra Advisory Services LLC |
592 |
- |
2024-03-31 |
118,981 |
$4,098,000 |
64,645 |
|
ENVESTNET ASSET MANAGEMENT INC |
2180 |
- |
2024-03-31 |
106,828 |
$3,679,000 |
69,352 |
|
MILESTONE ASSET MANAGEMENT LLC |
23 |
*New |
2024-03-31 |
102,116 |
$3,517,000 |
102,116 |
|
Foundations Investment Advisors LLC |
196 |
*New |
2024-03-31 |
84,135 |
$2,898,000 |
84,135 |
|
JANNEY MONTGOMERY SCOTT LLC |
1103 |
*New |
2024-03-31 |
65,002 |
$2,239,000 |
65,002 |
|
We Are One Seven LLC |
218 |
*New |
2024-03-31 |
59,581 |
$2,052,000 |
59,581 |
|
Tanglewood Legacy Advisors LLC |
19 |
- |
2024-03-31 |
57,658 |
$1,986,000 |
44,713 |
|
CITY HOLDING CO |
88 |
- |
2024-03-31 |
57,457 |
$1,978,000 |
11,657 |
|
STEPHENS INC /AR/ |
423 |
*New |
2024-03-31 |
57,322 |
$1,974,000 |
57,322 |
|
HARBOUR INVESTMENTS INC. |
251 |
- |
2023-12-31 |
53,613 |
$1,771,000 |
-716 |
|
FINANCIAL NETWORK |
1107 |
*New |
2024-03-31 |
49,916 |
$1,719,000 |
49,916 |
|
Donald L. Hagan LLC |
29 |
*New |
2024-03-31 |
43,407 |
$1,495,000 |
43,407 |
|
Atria Wealth Solutions Inc. |
759 |
*New |
2024-03-31 |
40,758 |
$1,404,000 |
40,758 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1497 |
- |
2024-03-31 |
40,372 |
$1,390,000 |
32,619 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2206 |
- |
2024-03-31 |
38,805 |
$1,336,000 |
26,857 |
|
Arete Wealth Advisors LLC |
180 |
- |
2024-03-31 |
36,775 |
$1,267,000 |
0 |
|
Mayfair Advisory Group LLC |
26 |
*New |
2024-03-31 |
33,707 |
$1,161,000 |
33,707 |
|
MCCORMACK ADVISORS INTERNATIONAL |
473 |
*New |
2024-03-31 |
33,421 |
$1,151,000 |
33,421 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
24 |
*New |
2024-03-31 |
32,197 |
$1,109,000 |
32,197 |
|
Keystone Wealth Services LLC |
86 |
- |
2024-03-31 |
26,912 |
$927,000 |
1,300 |
|
Triumph Capital Management |
61 |
*New |
2024-03-31 |
26,081 |
$896,000 |
26,081 |
|
LPL FINANCIAL CORP |
3260 |
*New |
2024-03-31 |
25,170 |
$867,000 |
25,170 |
|
Cedrus LLC |
40 |
*New |
2024-03-31 |
25,170 |
$867,000 |
25,170 |
|
Change Path LLC |
412 |
*New |
2024-03-31 |
24,848 |
$856,000 |
24,848 |
|
Strategic Blueprint LLC |
272 |
- |
2024-03-31 |
24,304 |
$837,000 |
-323 |
|
JANE STREET GROUP LLC |
3299 |
- |
2024-03-31 |
23,651 |
$815,000 |
14,220 |
|
EPG Wealth Management LLC |
132 |
*New |
2024-03-31 |
23,470 |
$808,000 |
23,470 |
|
WEALTHSOURCE PARTNERS LLC |
229 |
- |
2023-12-31 |
24,100 |
$796,000 |
-2,500 |
|
Archer Investment Corp |
88 |
- |
2024-03-31 |
22,825 |
$786,000 |
22,825 |
|
Sequent Planning LLC |
69 |
- |
2024-03-31 |
21,806 |
$751,000 |
0 |
|
Goss Wealth Management LLC |
1160 |
*New |
2024-03-31 |
20,323 |
$700,000 |
20,323 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
216 |
*New |
2024-03-31 |
19,953 |
$687,000 |
19,953 |
|
RFG Advisory Group LLC |
438 |
*New |
2024-03-31 |
19,776 |
$681,000 |
19,776 |
|
Steward Partners Investment Advisory LLC |
967 |
- |
2024-03-31 |
17,790 |
$613,000 |
5,540 |
|
Commonwealth Financial Services LLC |
79 |
- |
2024-03-31 |
18,406 |
$608,000 |
0 |
|
Encompass More Asset Management |
45 |
*New |
2024-03-31 |
16,596 |
$572,000 |
16,596 |
|
Orion Portfolio Solutions LLC |
1243 |
- |
2024-03-31 |
15,043 |
$518,000 |
1,097 |
|
Financial Gravity Wealth Inc. |
74 |
*New |
2024-03-31 |
15,000 |
$517,000 |
15,000 |
|
IFRAH FINANCIAL SERVICES INC |
126 |
*New |
2024-03-31 |
12,799 |
$441,000 |
12,799 |
|
H D Vest Advisory Services |
1119 |
- |
2024-03-31 |
12,316 |
$424,000 |
939 |
|
BlueChip Wealth Advisors LLC |
73 |
*New |
2024-03-31 |
11,980 |
$413,000 |
11,980 |
|
InterOcean Capital Group LLC |
331 |
*New |
2024-03-31 |
11,907 |
$410,000 |
11,907 |
|
LINCOLN NATIONAL CORP |
835 |
- |
2024-03-31 |
11,243 |
$387,000 |
-4,200 |
|
RAYMOND JAMES TRUST CO |
838 |
*New |
2024-03-31 |
11,200 |
$386,000 |
11,200 |
|
AE Wealth Management LLC |
884 |
- |
2024-03-31 |
11,079 |
$382,000 |
463 |
|
MML INVESTORS SERVICES LLC |
1981 |
*New |
2024-03-31 |
10,461 |
$360,000 |
10,461 |
|
J P MORGAN CHASE & CO |
3973 |
*New |
2024-03-31 |
9,262 |
$319,000 |
9,262 |
|
Cypress Wealth Services LLC |
190 |
- |
2024-03-31 |
9,175 |
$316,000 |
-843 |
|
TOWNSQUARE CAPITAL LLC |
998 |
*New |
2024-03-31 |
8,910 |
$307,000 |
8,910 |
|
Financial Network Wealth Advisors LLC |
82 |
*New |
2024-03-31 |
8,910 |
$307,000 |
8,910 |
|
Resources Investment Advisors Inc. |
944 |
- |
2024-03-31 |
7,900 |
$272,000 |
-454 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
555 |
*New |
2024-03-31 |
7,477 |
$258,000 |
7,477 |
|
Visionary Wealth Advisors |
423 |
*New |
2024-03-31 |
7,444 |
$256,000 |
7,444 |
|
Gallagher Fiduciary Advisors LLC |
170 |
*New |
2024-03-31 |
6,750 |
$232,000 |
6,750 |
|
Main Street Financial Solutions LLC |
462 |
*New |
2024-03-31 |
6,588 |
$227,000 |
6,588 |
|
KINGSWOOD WEALTH ADVISORS LLC |
551 |
*New |
2024-03-31 |
6,476 |
$223,000 |
6,476 |
|
Beacon Financial Advisory LLC |
218 |
*New |
2024-03-31 |
6,455 |
$222,000 |
6,455 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1128 |
*New |
2024-03-31 |
6,430 |
$221,000 |
6,430 |
|
DHJJ Financial Advisors Ltd. |
136 |
- |
2024-03-31 |
6,302 |
$217,000 |
725 |
|
Bouchey Financial Group Ltd |
140 |
*New |
2024-03-31 |
6,106 |
$210,000 |
6,106 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
449 |
- |
2024-03-31 |
5,050 |
$174,000 |
0 |
|
UBS Group AG |
4800 |
- |
2024-03-31 |
4,763 |
$164,000 |
4,068 |
|
PRINCIPAL SECURITIES INC. |
1147 |
- |
2024-03-31 |
4,058 |
$140,000 |
440 |
|
CENTAURUS FINANCIAL INC. |
703 |
*New |
2024-03-31 |
3,914 |
$135,000 |
3,914 |
|
Turtle Creek Wealth Advisors LLC |
157 |
*New |
2024-03-31 |
2,985 |
$103,000 |
2,985 |
|
CWM LLC |
2164 |
*New |
2024-03-31 |
1,729 |
$60,000 |
1,729 |
|
Capital Investment Advisory Services LLC |
637 |
- |
2024-03-31 |
1,630 |
$56,000 |
0 |
|
PROEQUITIES INC. |
1186 |
- |
2024-03-31 |
1,419 |
$49,000 |
1,419 |
|
Integrity Financial Corp /WA |
153 |
*New |
2024-03-31 |
1,210 |
$42,000 |
1,210 |
|
Capital Analysts Inc. |
719 |
*New |
2024-03-31 |
1,051 |
$36,000 |
1,051 |
|
Caitlin John LLC |
427 |
- |
2023-12-31 |
333 |
$11,000 |
0 |
|
OLD MISSION CAPITAL LLC |
877 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,420 |
|
Cape Investment Advisory Inc. |
1138 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,800 |
|
|
88 Records found
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1
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