|
Institutional
Holders
Total
Institutions:
|
72 8 |
|
Total
shares held :
|
6,464,198 |
|
% of shares
held :
|
7.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
213,394 |
|
% of shares
held change :
|
0.24% |
|
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 |
AMERIPRISE FINANCIAL INC |
799 |
- |
2024-03-31 |
1,173,747 |
$49,919,000 |
193,962 |
|
MORGAN STANLEY |
2144 |
- |
2024-03-31 |
778,677 |
$33,148,000 |
46,942 |
|
H D Vest Advisory Services |
66 |
- |
2024-03-31 |
596,693 |
$25,401,000 |
292,177 |
|
UBS Group AG |
1105 |
- |
2024-03-31 |
553,519 |
$23,563,000 |
205,754 |
|
WELLS FARGO & CO/MN |
1050 |
- |
2024-03-31 |
536,006 |
$22,818,000 |
104,449 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
448 |
- |
2024-03-31 |
471,498 |
$20,071,000 |
159,611 |
|
BANK OF AMERICA CORP /DE/ |
2065 |
- |
2024-03-31 |
398,825 |
$16,978,000 |
-37,195 |
|
LPL FINANCIAL CORP |
1024 |
- |
2024-03-31 |
392,045 |
$16,689,000 |
29,120 |
|
Stonehearth Capital Management LLC |
5 |
- |
2024-03-31 |
330,054 |
$14,050,000 |
2,577 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
761 |
- |
2024-03-31 |
257,406 |
$10,958,000 |
18,335 |
|
ROYAL BANK OF CANADA |
1650 |
- |
2024-03-31 |
183,504 |
$7,812,000 |
15,511 |
|
RAYMOND JAMES & ASSOCIATES |
1404 |
- |
2024-03-31 |
151,838 |
$6,464,000 |
75,730 |
|
Fiduciary Planning LLC |
10 |
- |
2024-03-31 |
150,083 |
$6,389,000 |
5,646 |
|
STIFEL FINANCIAL CORP |
1026 |
- |
2024-03-31 |
145,857 |
$6,209,000 |
-5,317 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1083 |
- |
2024-03-31 |
134,193 |
$5,713,000 |
3,825 |
|
Axiom Financial Strategies LLC |
13 |
- |
2024-03-31 |
98,921 |
$4,211,000 |
-1,431 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
248 |
- |
2024-03-31 |
90,679 |
$3,860,000 |
17,733 |
|
SHEETS SMITH & ASSOCIATES INC |
64 |
- |
2024-03-31 |
84,302 |
$3,589,000 |
57,577 |
|
ENVESTNET ASSET MANAGEMENT INC |
2270 |
- |
2024-03-31 |
74,544 |
$3,173,000 |
24,843 |
|
Sontag Advisory LLC |
160 |
- |
2024-03-31 |
64,000 |
$2,724,000 |
0 |
|
CASTLE WEALTH MANAGEMENT LLC |
27 |
- |
2024-03-31 |
63,163 |
$2,689,000 |
1,449 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
11 |
- |
2024-03-31 |
63,095 |
$2,686,000 |
-5,704 |
|
Premier Path Wealth Partners LLC |
40 |
- |
2024-03-31 |
60,803 |
$2,663,000 |
23,562 |
|
Private Advisor Group LLC |
718 |
- |
2024-03-31 |
57,104 |
$2,431,000 |
-625 |
|
MML INVESTORS SERVICES LLC |
1017 |
- |
2024-03-31 |
50,022 |
$2,129,000 |
15,806 |
|
J P MORGAN CHASE & CO |
2965 |
- |
2024-03-31 |
48,628 |
$2,070,000 |
9,697 |
|
HAVERFORD TRUST CO |
177 |
- |
2024-03-31 |
44,255 |
$1,884,000 |
-7,400 |
|
Gladstone Institutional Advisory LLC |
213 |
- |
2024-03-31 |
43,536 |
$1,853,000 |
10,242 |
|
BROWN ADVISORY HOLDINGS INC |
657 |
- |
2024-03-31 |
43,385 |
$1,847,000 |
105 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
220 |
- |
2024-03-31 |
46,357 |
$1,816,000 |
156 |
|
Advisor Group Holdings Inc. |
1791 |
- |
2024-03-31 |
41,814 |
$1,768,000 |
-20,718 |
|
Park Edge Advisors LLC |
29 |
- |
2024-03-31 |
35,505 |
$1,511,000 |
314 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
887 |
- |
2023-09-30 |
37,201 |
$1,306,000 |
9,888 |
|
Steward Partners Investment Advisory LLC |
708 |
- |
2024-03-31 |
30,547 |
$1,300,000 |
-1,006 |
|
Clay Northam Wealth Management LLC |
18 |
- |
2024-03-31 |
30,342 |
$1,292,000 |
-1,727 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1648 |
- |
2024-03-31 |
25,887 |
$1,102,000 |
2,290 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
189 |
- |
2024-03-31 |
25,067 |
$1,067,000 |
3,703 |
|
Empirical Asset Management LLC |
59 |
- |
2024-03-31 |
21,939 |
$934,000 |
-1,835 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2651 |
- |
2024-03-31 |
21,813 |
$929,000 |
9,320 |
|
Sigma Planning Corp |
533 |
- |
2024-03-31 |
20,789 |
$885,000 |
10,868 |
|
Stratos Wealth Partners LTD. |
693 |
- |
2024-03-31 |
19,669 |
$837,000 |
396 |
|
Acorn Wealth Advisors LLC |
52 |
- |
2024-03-31 |
19,064 |
$812,000 |
-13 |
|
Secure Asset Management LLC |
113 |
- |
2024-03-31 |
17,816 |
$758,000 |
4,456 |
|
GOLDMAN SACHS GROUP INC/ |
3727 |
- |
2024-03-31 |
17,612 |
$750,000 |
0 |
|
Kestra Advisory Services LLC |
1537 |
- |
2024-03-31 |
14,074 |
$599,000 |
592 |
|
JANNEY MONTGOMERY SCOTT LLC |
1912 |
- |
2024-03-31 |
12,984 |
$553,000 |
0 |
|
Cetera Investment Advisers |
2507 |
*New |
2024-03-31 |
12,868 |
$548,000 |
12,868 |
|
Cambridge Advisors Inc. |
125 |
- |
2024-03-31 |
10,222 |
$435,000 |
-6 |
|
We Are One Seven LLC |
588 |
*New |
2024-03-31 |
9,872 |
$420,000 |
9,872 |
|
JANE STREET GROUP LLC |
4088 |
*New |
2024-03-31 |
9,481 |
$404,000 |
9,481 |
|
HIGHTOWER ADVISORS, LLC |
2475 |
- |
2024-03-31 |
8,657 |
$369,000 |
-70 |
|
Cresset Asset Management LLC |
1475 |
*New |
2024-03-31 |
8,297 |
$353,000 |
8,297 |
|
Capital Advisors Ltd. LLC |
202 |
- |
2024-03-31 |
8,280 |
$352,000 |
3 |
|
Mutual Advisors LLC |
825 |
- |
2024-03-31 |
7,673 |
$327,000 |
1,962 |
|
FINANCIAL NETWORK |
2230 |
- |
2024-03-31 |
7,472 |
$318,000 |
-329 |
|
COMERICA BANK |
2135 |
- |
2024-03-31 |
6,719 |
$286,000 |
2,364 |
|
Ellsworth Advisors LLC |
155 |
*New |
2024-03-31 |
7,001 |
$282,000 |
7,001 |
|
Diligent Investors LLC |
266 |
- |
2024-03-31 |
6,480 |
$276,000 |
0 |
|
ICA Group Wealth Management LLC |
241 |
- |
2024-03-31 |
6,070 |
$258,000 |
3,170 |
|
Mason & Associates Inc |
96 |
*New |
2024-03-31 |
6,010 |
$256,000 |
6,010 |
|
Dynamic Advisors Solutions LLC |
801 |
*New |
2024-03-31 |
5,989 |
$255,000 |
5,989 |
|
USA Financial Portformulas Corp |
169 |
- |
2024-03-31 |
5,729 |
$244,000 |
-483 |
|
PFG Advisors |
595 |
- |
2024-03-31 |
5,353 |
$228,000 |
172 |
|
EVERPAR ADVISORS LLC |
213 |
*New |
2024-03-31 |
5,337 |
$227,000 |
5,337 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2097 |
- |
2024-03-31 |
5,227 |
$223,000 |
-1,929 |
|
MULTIFINANCIAL SECURITIES CORP |
2136 |
*New |
2024-03-31 |
5,248 |
$223,000 |
5,248 |
|
Horan Securities Inc. |
105 |
*New |
2024-03-31 |
5,047 |
$215,000 |
5,047 |
|
ELEVATUS WELATH MANAGEMENT |
92 |
*New |
2024-03-31 |
4,900 |
$209,000 |
4,900 |
|
Richardson Capital Management LLC |
31 |
*New |
2024-03-31 |
3,750 |
$160,000 |
3,750 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1584 |
- |
2024-03-31 |
2,662 |
$113,000 |
784 |
|
Goss Wealth Management LLC |
2050 |
- |
2024-03-31 |
2,351 |
$100,000 |
0 |
|
Farther Finance Advisors LLC |
944 |
- |
2024-03-31 |
2,318 |
$98,000 |
705 |
|
GoalVest Advisory LLC |
146 |
- |
2024-03-31 |
2,217 |
$94,000 |
0 |
|
JONES FINANCIAL COMPANIES LLLP |
623 |
*New |
2024-03-31 |
2,067 |
$88,000 |
2,067 |
|
TOWER RESEARCH CAPITAL LLC |
2150 |
- |
2024-03-31 |
1,407 |
$60,000 |
948 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2057 |
- |
2024-03-31 |
1,179 |
$50,000 |
691 |
|
Canton Hathaway LLC |
168 |
- |
2024-03-31 |
1,000 |
$43,000 |
0 |
|
IFP Advisors Inc |
1613 |
- |
2023-12-31 |
988 |
$39,000 |
3 |
|
HARBOUR INVESTMENTS INC. |
1583 |
- |
2023-12-31 |
950 |
$37,000 |
250 |
|
FMR LLC |
3977 |
- |
2024-03-31 |
345 |
$15,000 |
161 |
|
MCF Advisors LLC |
666 |
*New |
2024-03-31 |
167 |
$7,000 |
167 |
|
Venturi Wealth Management LLC |
1160 |
- |
2024-03-31 |
69 |
$3,000 |
3 |
|
AdvisorNet Financial Inc |
1518 |
*New |
2024-03-31 |
75 |
$3,000 |
75 |
|
PNC FINANCIAL SERVICES GROUP INC |
4387 |
- |
2024-03-31 |
20 |
$1,000 |
-76 |
|
ADVISORY SERVICES NETWORK, LLC |
1659 |
*Closed |
2024-03-31 |
0 |
$0 |
-330 |
|
FDX ADVISORS, INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-25,877 |
|
PROEQUITIES INC. |
3853 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ORG Partners LLC |
782 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,773 |
|
Evergreen Private Wealth LLC |
224 |
*Closed |
2024-03-31 |
0 |
$0 |
-400 |
|
|
89 Records found
|
1
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