|
Institutional
Holders
Total
Institutions:
|
69 5 |
|
Total
shares held :
|
3,945,558 |
|
% of shares
held :
|
5.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-437,067 |
|
% of shares
held change :
|
-0.62% |
|
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 |
LPL FINANCIAL CORP |
1312 |
- |
2024-03-31 |
541,621 |
$10,157,000 |
9,474 |
|
ROYAL BANK OF CANADA |
1639 |
- |
2024-03-31 |
419,813 |
$7,873,000 |
-63,549 |
|
Cedrus LLC |
5 |
- |
2024-03-31 |
381,770 |
$7,159,000 |
-32,850 |
|
Capital Asset Advisory Services LLC |
43 |
- |
2024-03-31 |
283,975 |
$5,316,000 |
-69,961 |
|
AXXCESS WEALTH MANAGEMENT LLC |
123 |
- |
2024-03-31 |
282,570 |
$5,299,000 |
-70,485 |
|
Mutual Advisors LLC |
155 |
- |
2024-03-31 |
206,578 |
$3,874,000 |
-21,786 |
|
Advisor Group Holdings Inc. |
1594 |
- |
2024-03-31 |
120,059 |
$2,252,000 |
-5,171 |
|
Kraft Davis & Associates LLC |
40 |
- |
2024-03-31 |
100,618 |
$1,878,000 |
-7,746 |
|
Private Advisor Group LLC |
880 |
- |
2024-03-31 |
92,405 |
$1,733,000 |
-3,484 |
|
DAVIDSON D A & CO |
583 |
*New |
2024-03-31 |
85,058 |
$1,595,000 |
85,058 |
|
Resources Investment Advisors Inc. |
389 |
- |
2024-03-31 |
83,659 |
$1,569,000 |
11,658 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1787 |
- |
2024-03-31 |
80,475 |
$1,509,000 |
7,695 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1968 |
- |
2024-03-31 |
77,448 |
$1,452,000 |
15,816 |
|
MML INVESTORS SERVICES LLC |
1251 |
- |
2024-03-31 |
69,974 |
$1,312,000 |
9,889 |
|
RAYMOND JAMES & ASSOCIATES |
2437 |
- |
2024-03-31 |
66,577 |
$1,249,000 |
26,402 |
|
Steward Partners Investment Advisory LLC |
803 |
- |
2024-03-31 |
51,277 |
$962,000 |
0 |
|
CITADEL ADVISORS LLC |
3164 |
- |
2024-03-31 |
48,503 |
$910,000 |
35,773 |
|
Sigma Planning Corp |
561 |
- |
2024-03-31 |
43,261 |
$811,000 |
17,655 |
|
ENVESTNET ASSET MANAGEMENT INC |
3195 |
- |
2024-03-31 |
38,997 |
$731,000 |
-20,149 |
|
Cetera Investment Advisers |
2312 |
- |
2024-03-31 |
38,787 |
$727,000 |
25,297 |
|
JANE STREET GROUP LLC |
3458 |
- |
2024-03-31 |
38,407 |
$720,000 |
-31,987 |
|
PRINCIPAL SECURITIES INC. |
558 |
- |
2024-03-31 |
35,783 |
$671,000 |
-20,730 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2064 |
- |
2024-03-31 |
33,410 |
$627,000 |
4,353 |
|
Larson Financial Group LLC |
207 |
- |
2024-03-31 |
32,584 |
$611,000 |
176 |
|
Ameritas Advisory Services LLC |
514 |
- |
2024-03-31 |
30,631 |
$574,000 |
30,631 |
|
1776 WEALTH LLC |
75 |
- |
2024-03-31 |
30,000 |
$563,000 |
0 |
|
WEALTHSOURCE PARTNERS LLC |
321 |
- |
2023-12-31 |
26,245 |
$495,000 |
0 |
|
Snowden Capital Advisors LLC |
809 |
- |
2024-03-31 |
22,922 |
$430,000 |
0 |
|
FINANCIAL NETWORK |
2070 |
- |
2024-03-31 |
21,204 |
$398,000 |
-694 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
455 |
- |
2024-03-31 |
19,435 |
$363,000 |
-4,500 |
|
Gladstone Institutional Advisory LLC |
500 |
- |
2024-03-31 |
18,795 |
$352,000 |
74 |
|
MULTIFINANCIAL SECURITIES CORP |
1860 |
*New |
2024-03-31 |
17,583 |
$330,000 |
17,583 |
|
XML Financial LLC |
285 |
- |
2024-03-31 |
14,989 |
$281,000 |
0 |
|
Cornerstone Wealth Management LLC |
462 |
- |
2024-03-31 |
13,936 |
$261,000 |
-478 |
|
Kestra Advisory Services LLC |
2102 |
- |
2024-03-31 |
13,623 |
$255,000 |
-4,180 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
369 |
- |
2024-03-31 |
13,270 |
$249,000 |
-557 |
|
PROSPERA FINANCIAL SERVICES |
919 |
- |
2023-12-31 |
12,932 |
$244,000 |
267 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
254 |
- |
2022-12-31 |
12,461 |
$230,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
788 |
*New |
2024-03-31 |
11,781 |
$221,000 |
11,781 |
|
Western Wealth Management LLC |
600 |
- |
2024-03-31 |
11,638 |
$218,000 |
28 |
|
CAPTRUST FINANCIAL ADVISORS |
1979 |
- |
2024-03-31 |
10,833 |
$203,000 |
0 |
|
BB&T CORP |
2461 |
- |
2024-03-31 |
10,414 |
$195,000 |
170 |
|
GPS Wealth Strategies Group LLC |
326 |
- |
2024-03-31 |
7,000 |
$131,000 |
0 |
|
CWM LLC |
1763 |
- |
2024-03-31 |
6,300 |
$118,000 |
756 |
|
Tidemark LLC |
174 |
- |
2024-03-31 |
5,223 |
$98,000 |
-5,373 |
|
Geneos Wealth Management Inc. |
871 |
- |
2024-03-31 |
4,940 |
$93,000 |
0 |
|
PRIVATE TRUST CO NA |
923 |
- |
2024-03-31 |
4,520 |
$85,000 |
0 |
|
FinTrust Capital Advisors LLC |
408 |
- |
2024-03-31 |
4,446 |
$83,000 |
-4,446 |
|
NBC SECURITIES INC. |
1072 |
- |
2024-03-31 |
3,342 |
$62,000 |
-1,291 |
|
Capital Investment Advisory Services LLC |
654 |
- |
2024-03-31 |
2,600 |
$49,000 |
50 |
|
HARBOUR INVESTMENTS INC. |
1726 |
- |
2023-12-31 |
1,424 |
$27,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1474 |
- |
2024-03-31 |
1,285 |
$24,000 |
0 |
|
TD CAPITAL MANAGEMENT LLC |
241 |
- |
2024-03-31 |
1,048 |
$20,000 |
0 |
|
COMERICA BANK |
3015 |
- |
2024-03-31 |
1,000 |
$19,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
404 |
- |
2024-03-31 |
730 |
$14,000 |
0 |
|
PROEQUITIES INC. |
1956 |
- |
2024-03-31 |
160 |
$3,000 |
0 |
|
UBS Group AG |
6739 |
- |
2024-03-31 |
119 |
$2,000 |
-892 |
|
WELLS FARGO & CO/MN |
5688 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
AE Wealth Management LLC |
1244 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,394 |
|
PNC FINANCIAL SERVICES GROUP INC |
4415 |
*Closed |
2024-03-31 |
0 |
$0 |
-931 |
|
TOWER RESEARCH CAPITAL LLC |
5550 |
*Closed |
2024-03-31 |
0 |
$0 |
-349 |
|
CarsonAllaria Wealth Management Ltd. |
393 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,066 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5669 |
*Closed |
2024-03-31 |
0 |
$0 |
-50,050 |
|
BENJAMIN EDWARDS INC |
716 |
*Closed |
2024-03-31 |
0 |
$0 |
-938 |
|
Sound Income Strategies LLC |
1294 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1919 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2709 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,856 |
|
Goss Wealth Management LLC |
3826 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,270 |
|
STIFEL FINANCIAL CORP |
3408 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,707 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
227 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,484 |
|
Jacobi Capital Management LLC |
492 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,818 |
|
EdgeRock Capital LLC |
304 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,949 |
|
OLD MISSION CAPITAL LLC |
1169 |
*Closed |
2024-03-31 |
0 |
$0 |
-146,351 |
|
Atlas Private Wealth Advisors |
165 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,424 |
|
|
74 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|