|
Institutional
Holders
Total
Institutions:
|
49 6 |
|
Total
shares held :
|
4,396,315 |
|
% of shares
held :
|
48.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
695,219 |
|
% of shares
held change :
|
7.72% |
|
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 |
Advisory Resource Group |
1 |
- |
2024-03-31 |
1,172,873 |
$41,989,000 |
-13,768 |
|
Stratos Wealth Partners LTD. |
29 |
- |
2024-03-31 |
927,782 |
$33,215,000 |
107,476 |
|
ROYAL BANK OF CANADA |
933 |
- |
2024-03-31 |
840,465 |
$30,089,000 |
764,428 |
|
LPL FINANCIAL CORP |
965 |
- |
2024-03-31 |
530,335 |
$18,986,000 |
85,750 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
481 |
- |
2024-03-31 |
260,693 |
$9,333,000 |
79,955 |
|
RAYMOND JAMES & ASSOCIATES |
1255 |
- |
2024-03-31 |
237,587 |
$8,506,000 |
76,193 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
977 |
- |
2024-03-31 |
186,775 |
$6,687,000 |
33,642 |
|
MARINER WEALTH ADVISORS, LLC |
692 |
- |
2024-03-31 |
153,828 |
$5,507,000 |
45,350 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
543 |
*New |
2024-03-31 |
153,514 |
$5,496,000 |
153,514 |
|
MY Wealth Management Inc. |
6 |
- |
2024-03-31 |
128,399 |
$4,597,000 |
10,916 |
|
Fortress Wealth Management Inc. |
13 |
- |
2024-03-31 |
127,367 |
$4,560,000 |
7,451 |
|
JANE STREET GROUP LLC |
1616 |
- |
2024-03-31 |
97,457 |
$3,489,000 |
79,025 |
|
Empire Financial Management Company LLC |
24 |
- |
2024-03-31 |
91,860 |
$3,289,000 |
-785 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1365 |
*New |
2024-03-31 |
91,080 |
$3,261,000 |
91,080 |
|
Advisor Group Holdings Inc. |
1387 |
- |
2024-03-31 |
84,446 |
$3,023,000 |
-257 |
|
BlackDiamond Wealth Management Inc. |
8 |
- |
2024-03-31 |
81,489 |
$2,917,000 |
-19,778 |
|
Gladstone Institutional Advisory LLC |
174 |
- |
2024-03-31 |
79,004 |
$2,828,000 |
43,840 |
|
ENVESTNET ASSET MANAGEMENT INC |
2384 |
- |
2024-03-31 |
74,259 |
$2,658,000 |
-6,150 |
|
MML INVESTORS SERVICES LLC |
962 |
- |
2024-03-31 |
68,035 |
$2,436,000 |
17,301 |
|
WEST MICHIGAN ADVISORS LLC |
35 |
- |
2024-03-31 |
66,454 |
$2,379,000 |
-5,751 |
|
Chicago Partners Investment Group LLC |
184 |
- |
2024-03-31 |
67,386 |
$2,335,000 |
12,768 |
|
JANNEY MONTGOMERY SCOTT LLC |
1095 |
- |
2024-03-31 |
62,912 |
$2,252,000 |
31,299 |
|
PRIVATE WEALTH PARTNERS LLC |
65 |
- |
2024-03-31 |
52,450 |
$1,878,000 |
-3,500 |
|
BB&T CORP |
1329 |
- |
2024-03-31 |
48,428 |
$1,734,000 |
19,079 |
|
Guardian Financial Partners LLC |
21 |
*New |
2024-03-31 |
48,408 |
$1,733,000 |
48,408 |
|
Cetera Investment Advisers |
1708 |
*New |
2024-03-31 |
45,046 |
$1,613,000 |
45,046 |
|
Integrated Wealth Concepts LLC |
580 |
- |
2024-03-31 |
44,425 |
$1,590,000 |
816 |
|
Atria Wealth Solutions Inc. |
717 |
- |
2024-03-31 |
42,604 |
$1,546,000 |
4,011 |
|
Founders Financial Alliance LLC |
47 |
- |
2024-03-31 |
42,050 |
$1,505,000 |
15,125 |
|
FINANCIAL NETWORK |
1179 |
- |
2024-03-31 |
41,624 |
$1,490,000 |
32,527 |
|
Financial Advocates Investment Management |
263 |
- |
2024-03-31 |
35,193 |
$1,260,000 |
19,833 |
|
ADVISORY SERVICES NETWORK, LLC |
626 |
- |
2024-03-31 |
32,810 |
$1,175,000 |
18,523 |
|
Bridge Advisory LLC |
49 |
- |
2024-03-31 |
31,802 |
$1,138,000 |
10,496 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
279 |
- |
2024-03-31 |
33,818 |
$1,118,000 |
0 |
|
PROSPERA FINANCIAL SERVICES |
437 |
*New |
2023-12-31 |
33,725 |
$1,115,000 |
33,725 |
|
Sigma Planning Corp |
475 |
*New |
2024-03-31 |
29,930 |
$1,071,000 |
29,930 |
|
Clay Northam Wealth Management LLC |
23 |
- |
2024-03-31 |
24,246 |
$868,000 |
4,575 |
|
STIFEL FINANCIAL CORP |
2283 |
*New |
2024-03-31 |
23,768 |
$851,000 |
23,768 |
|
Goss Wealth Management LLC |
1108 |
- |
2024-03-31 |
21,668 |
$776,000 |
3,375 |
|
Baird Financial Group Inc. |
1240 |
*New |
2024-03-31 |
21,510 |
$770,000 |
21,510 |
|
Modern Wealth Management LLC |
152 |
*New |
2024-03-31 |
18,313 |
$655,000 |
18,313 |
|
Private Advisor Group LLC |
1381 |
- |
2024-03-31 |
17,599 |
$630,000 |
950 |
|
Anchor Investment Management LLC |
237 |
- |
2024-03-31 |
14,962 |
$536,000 |
0 |
|
Pensionmark Financial Group LLC |
231 |
*New |
2024-03-31 |
12,596 |
$451,000 |
12,596 |
|
Independent Wealth Network Inc. |
129 |
- |
2024-03-31 |
11,994 |
$429,000 |
753 |
|
Sugar Maple Asset Management LLC |
34 |
- |
2024-03-31 |
11,993 |
$429,000 |
0 |
|
Apollon Wealth Management LLC |
766 |
*New |
2024-03-31 |
11,198 |
$401,000 |
11,198 |
|
J.W. COLE ADVISORS INC. |
629 |
*New |
2024-03-31 |
9,979 |
$357,000 |
9,979 |
|
Householder Group Estate & Retirement Specialist L |
187 |
- |
2024-03-31 |
8,370 |
$300,000 |
1,590 |
|
CHANNEL WEALTH LLC |
139 |
- |
2024-03-31 |
7,880 |
$282,000 |
855 |
|
CoreCap Advisors LLC |
475 |
- |
2023-12-31 |
8,471 |
$280,000 |
-1,188 |
|
OLD MISSION CAPITAL LLC |
713 |
- |
2024-03-31 |
7,549 |
$270,000 |
-9,722 |
|
CENTAURUS FINANCIAL INC. |
532 |
- |
2024-03-31 |
7,505 |
$269,000 |
31 |
|
STEPHENS INC /AR/ |
1066 |
*New |
2024-03-31 |
7,000 |
$251,000 |
7,000 |
|
Kestra Advisory Services LLC |
2134 |
*New |
2024-03-31 |
6,739 |
$241,000 |
6,739 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
622 |
*New |
2024-03-31 |
6,545 |
$234,000 |
6,545 |
|
Coastal Investment Advisors Inc. |
376 |
- |
2024-03-31 |
6,390 |
$229,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
878 |
- |
2023-12-31 |
5,683 |
$188,000 |
-5,375 |
|
Core Wealth Advisors Inc. |
59 |
- |
2024-03-31 |
4,602 |
$165,000 |
539 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
547 |
*New |
2024-03-31 |
3,042 |
$109,000 |
3,042 |
|
PRIVATE TRUST CO NA |
1168 |
- |
2024-03-31 |
1,177 |
$42,000 |
4 |
|
FMR LLC |
3652 |
- |
2024-03-31 |
860 |
$31,000 |
860 |
|
Global Retirement Partners LLC |
1680 |
*New |
2024-03-31 |
725 |
$26,000 |
725 |
|
Capital Analysts Inc. |
988 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
Geneos Wealth Management Inc. |
1951 |
- |
2024-03-31 |
34 |
$1,000 |
0 |
|
PROEQUITIES INC. |
3470 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
5737 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Capital Investment Advisory Services LLC |
958 |
*Closed |
2024-03-31 |
0 |
$0 |
-600 |
|
MORGAN STANLEY |
7370 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
DHJJ Financial Advisors Ltd. |
800 |
- |
2024-03-31 |
6 |
$0 |
0 |
|
|
70 Records found
|
1
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