|
Institutional
Holders
Total
Institutions:
|
73 8 |
|
Total
shares held :
|
1,657,834 |
|
% of shares
held :
|
1.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-638,593 |
|
% of shares
held change :
|
-0.71% |
|
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 |
FOCUS Wealth Advisors LLC |
4 |
- |
2024-03-31 |
206,229 |
$9,385,000 |
42,014 |
|
Advisor Group Holdings Inc. |
814 |
- |
2024-03-31 |
168,130 |
$7,651,000 |
-149,863 |
|
Tradition Wealth Management LLC |
51 |
*New |
2024-03-31 |
103,487 |
$4,710,000 |
103,487 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1235 |
- |
2024-03-31 |
97,627 |
$4,443,000 |
-32,413 |
|
FIRST HEARTLAND CONSULTANTS INC |
65 |
- |
2024-03-31 |
89,786 |
$4,086,000 |
7,325 |
|
BLAIR WILLIAM & CO/IL |
546 |
- |
2024-03-31 |
80,658 |
$3,671,000 |
78,065 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1122 |
- |
2024-03-31 |
55,583 |
$2,530,000 |
2,050 |
|
Valtinson Bruner Financial Planning LLC |
30 |
- |
2024-03-31 |
47,809 |
$2,176,000 |
-639 |
|
Strategic Blueprint LLC |
137 |
- |
2024-03-31 |
46,351 |
$2,109,000 |
329 |
|
Cetera Investment Advisers |
1505 |
- |
2024-03-31 |
45,915 |
$2,090,000 |
32,019 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
41 |
*New |
2024-03-31 |
40,934 |
$1,863,000 |
40,934 |
|
Kestra Advisory Services LLC |
922 |
- |
2024-03-31 |
40,015 |
$1,821,000 |
20,929 |
|
Cambridge Advisors Inc. |
40 |
- |
2024-03-31 |
35,777 |
$1,628,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1295 |
- |
2024-03-31 |
32,186 |
$1,465,000 |
16,189 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1850 |
- |
2024-03-31 |
30,345 |
$1,381,000 |
1,444 |
|
Sugarloaf Wealth Management LLC |
44 |
- |
2024-03-31 |
29,972 |
$1,364,000 |
0 |
|
Brookstone Capital Management |
425 |
- |
2024-03-31 |
29,060 |
$1,323,000 |
23,153 |
|
FINANCIAL NETWORK |
1287 |
- |
2024-03-31 |
28,416 |
$1,293,000 |
4,401 |
|
LPL FINANCIAL CORP |
2927 |
- |
2024-03-31 |
27,734 |
$1,262,000 |
6,952 |
|
AdvisorNet Financial Inc |
195 |
- |
2024-03-31 |
23,963 |
$1,091,000 |
-6,697 |
|
Apollon Wealth Management LLC |
471 |
- |
2024-03-31 |
22,200 |
$1,010,000 |
0 |
|
BCS Wealth Management |
80 |
- |
2024-03-31 |
20,344 |
$926,000 |
-1,092 |
|
Prairie Wealth Advisors Inc. |
44 |
- |
2024-03-31 |
20,328 |
$925,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
266 |
- |
2024-03-31 |
19,715 |
$897,000 |
-1,349 |
|
CWM LLC |
905 |
- |
2024-03-31 |
19,171 |
$872,000 |
1,204 |
|
CoreCap Advisors LLC |
268 |
- |
2023-12-31 |
18,241 |
$811,000 |
2,364 |
|
M HOLDINGS SECURITIES, INC. |
92 |
- |
2024-03-31 |
17,635 |
$803,000 |
0 |
|
LINCOLN NATIONAL CORP |
622 |
- |
2024-03-31 |
15,318 |
$697,000 |
330 |
|
BB&T CORP |
1790 |
- |
2024-03-31 |
14,618 |
$665,000 |
7,507 |
|
Cypress Wealth Services LLC |
117 |
- |
2024-03-31 |
13,757 |
$626,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
879 |
- |
2024-03-31 |
13,387 |
$609,000 |
-188 |
|
Pillar Wealth Advisors LLC |
43 |
- |
2024-03-31 |
13,044 |
$594,000 |
-2,576 |
|
Keystone Wealth Services LLC |
113 |
- |
2024-03-31 |
12,955 |
$590,000 |
615 |
|
Actinver Wealth Management Inc. |
46 |
*New |
2024-03-31 |
12,857 |
$585,000 |
12,857 |
|
Arkadios Wealth Advisors |
366 |
- |
2024-03-31 |
11,691 |
$532,000 |
-23 |
|
AE Wealth Management LLC |
806 |
- |
2024-03-31 |
11,309 |
$515,000 |
4,481 |
|
SageView Advisory Group LLC |
314 |
*New |
2024-03-31 |
20,576 |
$512,000 |
20,576 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1577 |
- |
2024-03-31 |
10,945 |
$498,000 |
3,845 |
|
Diligent Investors LLC |
197 |
- |
2024-03-31 |
10,296 |
$469,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
87 |
- |
2024-03-31 |
10,010 |
$456,000 |
-6,391 |
|
Outlook Wealth Advisors LLC |
149 |
- |
2024-03-31 |
10,001 |
$455,000 |
2,201 |
|
Arlington Capital Management Inc. |
59 |
- |
2024-03-31 |
10,001 |
$455,000 |
3,155 |
|
Sequoia Financial Advisors LLC |
723 |
- |
2024-03-31 |
9,699 |
$441,000 |
-6,863 |
|
MCCORMACK ADVISORS INTERNATIONAL |
772 |
- |
2024-03-31 |
9,507 |
$433,000 |
-8,266 |
|
IFP Advisors Inc |
632 |
- |
2023-12-31 |
9,069 |
$403,000 |
-550 |
|
Stratos Wealth Advisors LLC |
506 |
- |
2024-03-31 |
8,567 |
$390,000 |
-705 |
|
Sigma Planning Corp |
855 |
- |
2024-03-31 |
8,455 |
$385,000 |
8,455 |
|
Goss Wealth Management LLC |
1494 |
- |
2024-03-31 |
8,343 |
$380,000 |
-1,239 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
301 |
- |
2024-03-31 |
8,220 |
$374,000 |
0 |
|
Focus Financial Network Inc. |
445 |
- |
2024-03-31 |
8,291 |
$368,000 |
0 |
|
ACCUVEST GLOBAL ADVISORS |
95 |
- |
2024-03-31 |
7,487 |
$341,000 |
7,487 |
|
TOWNSQUARE CAPITAL LLC |
975 |
- |
2024-03-31 |
7,088 |
$323,000 |
0 |
|
JT Stratford LLC |
215 |
*New |
2024-03-31 |
7,075 |
$322,000 |
7,075 |
|
PRINCIPAL SECURITIES INC. |
839 |
- |
2024-03-31 |
6,893 |
$314,000 |
-28,581 |
|
CRA Financial Services LLC |
185 |
- |
2024-03-31 |
6,359 |
$289,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1287 |
- |
2024-03-31 |
6,104 |
$278,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3759 |
- |
2024-03-31 |
5,802 |
$264,000 |
5,802 |
|
Visionary Wealth Advisors |
432 |
- |
2024-03-31 |
5,409 |
$246,000 |
-7,069 |
|
MULTIFINANCIAL SECURITIES CORP |
2064 |
- |
2024-03-31 |
5,385 |
$245,000 |
-5,493 |
|
BROWN WEALTH MANAGEMENT LLC |
78 |
- |
2024-03-31 |
5,313 |
$242,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1160 |
- |
2024-03-31 |
5,744 |
$240,000 |
5,744 |
|
Nikulski Financial Inc. |
117 |
- |
2024-03-31 |
5,100 |
$232,000 |
0 |
|
H D Vest Advisory Services |
1451 |
- |
2024-03-31 |
5,048 |
$230,000 |
0 |
|
Cedar Brook Financial Partners LLC |
384 |
*New |
2024-03-31 |
4,989 |
$227,000 |
4,989 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
662 |
- |
2023-12-31 |
4,808 |
$214,000 |
0 |
|
FSA Advisors Inc. |
126 |
- |
2024-03-31 |
4,695 |
$214,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
932 |
- |
2023-12-31 |
3,699 |
$165,000 |
0 |
|
Sunbelt Securities Inc. |
638 |
- |
2024-03-31 |
2,874 |
$131,000 |
-485 |
|
SIGNATUREFD, LLC |
1256 |
- |
2024-03-31 |
1,933 |
$88,000 |
0 |
|
PROEQUITIES INC. |
1680 |
- |
2024-03-31 |
236 |
$11,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
518 |
- |
2024-03-31 |
209 |
$10,000 |
0 |
|
Global Trust Asset Management LLC |
364 |
- |
2024-03-31 |
200 |
$9,000 |
0 |
|
Sound View Wealth Advisors Group LLC |
369 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,156 |
|
WealthPlan Investment Management LLC |
184 |
*Closed |
2024-03-31 |
0 |
$0 |
-40,705 |
|
Koshinski Asset Management Inc. |
600 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,530 |
|
Worth Financial Advisory Group LLC |
139 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,990 |
|
Atria Wealth Solutions Inc. |
1994 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,027 |
|
OLD MISSION CAPITAL LLC |
1051 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,689 |
|
CITADEL ADVISORS LLC |
6274 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,452 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6373 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,564 |
|
COMERICA BANK |
3749 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,500 |
|
WOLVERINE TRADING LLC |
1361 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,615 |
|
PFG Advisors |
662 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,970 |
|
Capital Analysts Inc. |
1131 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,160 |
|
RAYMOND JAMES & ASSOCIATES |
3962 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,997 |
|
Long Island Wealth Management Inc. |
352 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,510 |
|
GTS SECURITIES LLC |
1794 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,052 |
|
|
87 Records found
|
1
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