|
Institutional
Holders
Total
Institutions:
|
152 1 |
|
Total
shares held :
|
7,313,345 |
|
% of shares
held :
|
10.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-278,141 |
|
% of shares
held change :
|
-0.4% |
|
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 |
CWM LLC |
41 |
- |
2024-03-31 |
986,537 |
$93,583,000 |
-106,356 |
|
BANK OF AMERICA CORP /DE/ |
1305 |
- |
2024-03-31 |
501,572 |
$47,579,000 |
-37,244 |
|
TD CAPITAL MANAGEMENT LLC |
6 |
- |
2024-03-31 |
404,477 |
$38,369,000 |
40,724 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
13 |
- |
2024-03-31 |
387,028 |
$36,713,000 |
31,169 |
|
MORGAN STANLEY |
2220 |
- |
2024-03-31 |
321,255 |
$30,474,000 |
-11,581 |
|
HIGHTOWER ADVISORS, LLC |
440 |
- |
2024-03-31 |
233,407 |
$22,146,000 |
26,681 |
|
LPL FINANCIAL CORP |
939 |
- |
2024-03-31 |
212,700 |
$20,177,000 |
-216,226 |
|
Elwood & Goetz Wealth Advisory Group LLC |
7 |
- |
2024-03-31 |
208,885 |
$19,815,000 |
-255,016 |
|
UBS Group AG |
1227 |
- |
2024-03-31 |
199,634 |
$18,937,000 |
17,485 |
|
ROYAL BANK OF CANADA |
1169 |
- |
2024-03-31 |
195,155 |
$18,512,000 |
-9,128 |
|
49 WEALTH MANAGEMENT LLC |
12 |
- |
2024-03-31 |
195,948 |
$18,489,000 |
24,403 |
|
OConnor Financial Group LLC |
1 |
- |
2024-03-31 |
181,920 |
$17,257,000 |
9,400 |
|
Vickerman Investment Advisors Inc. |
5 |
- |
2024-03-31 |
141,916 |
$13,462,000 |
1,587 |
|
ACCESS FINANCIAL SERVICES INC. |
4 |
- |
2024-03-31 |
135,701 |
$12,873,000 |
-6,372 |
|
Integrated Wealth Concepts LLC |
131 |
- |
2024-03-31 |
130,763 |
$12,404,000 |
10,362 |
|
Dynamic Advisors Solutions LLC |
54 |
- |
2024-03-31 |
130,343 |
$12,364,000 |
8,789 |
|
Resources Investment Advisors Inc. |
121 |
- |
2024-03-31 |
107,591 |
$10,206,000 |
9,917 |
|
Boulder Wealth Advisors LLC |
6 |
- |
2022-12-31 |
105,574 |
$9,951,000 |
0 |
|
HOWLAND CAPITAL MANAGEMENT INC |
55 |
- |
2024-03-31 |
93,953 |
$8,912,000 |
-11,002 |
|
WELLS FARGO & CO/MN |
1716 |
- |
2024-03-31 |
80,151 |
$7,603,000 |
625 |
|
RENAISSANCE TECHNOLOGIES LLC |
1152 |
- |
2024-03-31 |
79,905 |
$7,580,000 |
34,305 |
|
VALLEY NATIONAL ADVISERS INC |
24 |
- |
2024-03-31 |
73,392 |
$6,960,000 |
4,095 |
|
ANTONETTI CAPITAL MANAGEMENT LLC |
2 |
- |
2023-09-30 |
68,048 |
$6,379,000 |
-163 |
|
Aevitas Wealth Management Inc. |
4 |
- |
2022-12-31 |
66,835 |
$6,300,000 |
32,041 |
|
Austin Private Wealth LLC |
27 |
- |
2024-03-31 |
65,335 |
$6,174,000 |
-7,355 |
|
Advisor Group Holdings Inc. |
948 |
- |
2024-03-31 |
60,631 |
$5,756,000 |
-22,499 |
|
CITADEL ADVISORS LLC |
1630 |
- |
2024-03-31 |
57,181 |
$5,424,000 |
52,505 |
|
HPM Partners LLC |
654 |
- |
2024-03-31 |
51,432 |
$4,879,000 |
-114,321 |
|
FIRST NATIONAL CORP /MA/ /ADV |
26 |
- |
2024-03-31 |
46,156 |
$4,374,000 |
0 |
|
SkyOak Wealt LLC |
23 |
- |
2024-03-31 |
45,441 |
$4,311,000 |
598 |
|
Treasure Coast Financial Planning |
12 |
- |
2024-03-31 |
45,399 |
$4,307,000 |
-27,028 |
|
We Are One Seven LLC |
116 |
- |
2024-03-31 |
44,464 |
$4,218,000 |
-2,930 |
|
ENVESTNET ASSET MANAGEMENT INC |
2096 |
- |
2024-03-31 |
44,198 |
$4,193,000 |
-5,814 |
|
CAPTRUST FINANCIAL ADVISORS |
546 |
- |
2024-03-31 |
42,804 |
$4,060,000 |
-15,690 |
|
J P MORGAN CHASE & CO |
2613 |
- |
2024-03-31 |
39,994 |
$3,794,000 |
3,107 |
|
CarsonAllaria Wealth Management Ltd. |
15 |
- |
2024-03-31 |
38,290 |
$3,632,000 |
-4,933 |
|
Krasney Financial LLC |
66 |
- |
2024-03-31 |
36,584 |
$3,470,000 |
5,667 |
|
Syverson Strege & Co |
10 |
- |
2024-03-31 |
36,056 |
$3,420,000 |
365 |
|
Procyon Private Wealth Partners LLC |
92 |
- |
2024-03-31 |
34,284 |
$3,252,000 |
-133,099 |
|
GREATMARK INVESTMENT PARTNERS, INC. |
45 |
- |
2024-03-31 |
33,849 |
$3,211,000 |
-1,596 |
|
STIFEL FINANCIAL CORP |
1412 |
- |
2024-03-31 |
33,241 |
$3,153,000 |
-8,036 |
|
Clear Creek Financial Management LLC |
56 |
- |
2024-03-31 |
32,159 |
$3,051,000 |
-527 |
|
Change Path LLC |
157 |
- |
2024-03-31 |
31,617 |
$2,999,000 |
11,624 |
|
PAX Financial Group LLC |
42 |
- |
2024-03-31 |
31,160 |
$2,956,000 |
1,382 |
|
SAGE RHINO CAPITAL LLC |
42 |
- |
2024-03-31 |
28,569 |
$2,710,000 |
1,258 |
|
JANE STREET GROUP LLC |
1951 |
- |
2024-03-31 |
27,151 |
$2,576,000 |
17,316 |
|
IFP Advisors Inc |
185 |
- |
2023-12-31 |
27,022 |
$2,561,000 |
934 |
|
PATTEN & PATTEN INC/TN |
106 |
*New |
2024-03-31 |
26,270 |
$2,492,000 |
26,270 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1640 |
- |
2024-03-31 |
25,341 |
$2,404,000 |
-3,362 |
|
SMART PORTFOLIOS, LLC |
7 |
- |
2024-03-31 |
23,846 |
$2,262,000 |
50 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1626 |
- |
2024-03-31 |
23,403 |
$2,220,000 |
18,834 |
|
Planning Capital Management Corp |
22 |
- |
2024-03-31 |
23,405 |
$2,220,000 |
-1,536 |
|
Avestar Capital LLC |
75 |
- |
2024-03-31 |
21,914 |
$2,079,000 |
11,784 |
|
BROWN ADVISORY HOLDINGS INC |
632 |
- |
2024-03-31 |
21,760 |
$2,064,000 |
7,789 |
|
ESSEX FINANCIAL SERVICES INC |
124 |
- |
2024-03-31 |
19,075 |
$1,809,000 |
3,509 |
|
Family Investment Center Inc. |
25 |
- |
2024-03-31 |
18,956 |
$1,798,000 |
-7,393 |
|
H D Vest Advisory Services |
575 |
- |
2024-03-31 |
18,167 |
$1,723,000 |
1,236 |
|
RFG Advisory Group LLC |
267 |
- |
2024-03-31 |
16,846 |
$1,598,000 |
-3,987 |
|
PFG Advisors |
210 |
- |
2024-03-31 |
16,596 |
$1,574,000 |
1,744 |
|
Williams & Novak LLC |
18 |
- |
2024-03-31 |
16,342 |
$1,549,000 |
0 |
|
Proficio Capital Partners LLC |
85 |
- |
2024-03-31 |
15,841 |
$1,503,000 |
9,339 |
|
Sequoia Financial Advisors LLC |
405 |
- |
2024-03-31 |
14,455 |
$1,371,000 |
-4,307 |
|
DAVENPORT & CO LLC |
533 |
- |
2024-03-31 |
14,263 |
$1,353,000 |
1,453 |
|
GeoWealth Management LLC |
240 |
- |
2024-03-31 |
13,542 |
$1,285,000 |
1,447 |
|
Kestra Advisory Services LLC |
1092 |
- |
2024-03-31 |
13,388 |
$1,270,000 |
-43 |
|
Compass Financial Group Inc. |
30 |
- |
2024-03-31 |
12,099 |
$1,148,000 |
-161 |
|
Delta Financial Group Inc. |
58 |
- |
2024-03-31 |
11,900 |
$1,129,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1103 |
- |
2024-03-31 |
11,833 |
$1,122,000 |
5,094 |
|
ADVISORY SERVICES NETWORK, LLC |
662 |
- |
2024-03-31 |
11,120 |
$1,055,000 |
-1,485 |
|
WAGNER CAPITAL MANAGEMENT CORP |
149 |
- |
2024-03-31 |
10,332 |
$980,000 |
-1,502 |
|
PROSPERA FINANCIAL SERVICES |
487 |
- |
2023-12-31 |
9,838 |
$932,000 |
-67 |
|
AJ WEALTH STRATEGIES LLC |
139 |
- |
2023-06-30 |
9,460 |
$887,000 |
0 |
|
HALBERT, HARGROVE/RUSSELL LLC |
46 |
- |
2024-03-31 |
8,384 |
$795,000 |
-15,160 |
|
Mayfair Advisory Group LLC |
35 |
- |
2024-03-31 |
8,181 |
$776,000 |
1,945 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1076 |
- |
2024-03-31 |
7,975 |
$757,000 |
624 |
|
CI Private Wealth LLC |
1424 |
- |
2024-03-31 |
7,968 |
$756,000 |
-906 |
|
GELLER FAMILY OFFICE SERVICES LLC |
105 |
- |
2024-03-31 |
7,100 |
$674,000 |
412 |
|
CGC Financial Services LLC |
21 |
- |
2024-03-31 |
7,027 |
$667,000 |
-5,992 |
|
Fernwood Investment Management LLC |
102 |
- |
2024-03-31 |
7,000 |
$664,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
86 |
- |
2024-03-31 |
6,994 |
$663,000 |
-474 |
|
Econ Financial Services Corp |
71 |
*New |
2024-03-31 |
6,444 |
$611,000 |
6,444 |
|
Wealthcare Advisory Partners LLC |
496 |
- |
2024-03-31 |
6,319 |
$599,000 |
-519 |
|
MML INVESTORS SERVICES LLC |
1703 |
- |
2024-03-31 |
6,269 |
$595,000 |
850 |
|
FLOW TRADERS U.S. LLC |
410 |
*New |
2024-03-31 |
6,257 |
$594,000 |
6,257 |
|
STEPHENS INC /AR/ |
754 |
- |
2024-03-31 |
6,125 |
$581,000 |
0 |
|
Andesa Financial Management Inc. |
78 |
- |
2022-12-31 |
6,148 |
$580,000 |
2,256 |
|
CITIGROUP INC |
2653 |
- |
2024-03-31 |
6,025 |
$572,000 |
-1,028 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2197 |
- |
2024-03-31 |
5,758 |
$546,000 |
1,205 |
|
NATIONAL BANK OF CANADA /FI/ |
1069 |
- |
2024-03-31 |
5,694 |
$534,000 |
0 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
399 |
- |
2024-03-31 |
5,626 |
$534,000 |
-2,377 |
|
Mayflower Financial Advisors LLC |
211 |
- |
2024-03-31 |
5,342 |
$507,000 |
11 |
|
Capstone Triton Financial Group LLC |
74 |
- |
2024-03-31 |
4,938 |
$468,000 |
0 |
|
COMERICA BANK |
1908 |
- |
2024-03-31 |
4,866 |
$462,000 |
-233 |
|
American Institute for Advanced Investment Managem |
76 |
- |
2024-03-31 |
4,808 |
$456,000 |
-360 |
|
Watts Gwilliam & Co. LLC |
117 |
- |
2024-03-31 |
4,814 |
$455,000 |
0 |
|
Cedar Brook Financial Partners LLC |
222 |
- |
2024-03-31 |
4,750 |
$451,000 |
6 |
|
FINANCIAL NETWORK |
2028 |
- |
2024-03-31 |
4,449 |
$422,000 |
295 |
|
RAYMOND JAMES & ASSOCIATES |
3176 |
*New |
2024-03-31 |
4,096 |
$389,000 |
4,096 |
|
Capital Advisors Ltd. LLC |
183 |
- |
2024-03-31 |
4,054 |
$385,000 |
-1,033 |
|
Heritage Trust Co |
214 |
- |
2024-03-31 |
3,958 |
$375,000 |
0 |
|
|
100 Records found
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1
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