|
Institutional
Holders
Total
Institutions:
|
51 3 |
|
Total
shares held :
|
2,984,414 |
|
% of shares
held :
|
33.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
-1,744,419 |
|
% of shares
held change :
|
-19.38% |
|
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 |
Sequent Planning LLC |
1 |
- |
2024-03-31 |
2,380,423 |
$63,081,000 |
0 |
|
Outlook Wealth Advisors LLC |
3 |
*New |
2024-03-31 |
486,502 |
$12,892,000 |
486,502 |
|
BB&T CORP |
613 |
- |
2024-03-31 |
394,598 |
$10,457,000 |
89,831 |
|
ODonnell Financial Services LLC |
10 |
- |
2024-03-31 |
389,459 |
$10,321,000 |
-28,751 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
523 |
- |
2024-03-31 |
309,908 |
$8,213,000 |
63,208 |
|
Advisor Group Holdings Inc. |
790 |
- |
2024-03-31 |
302,738 |
$8,022,000 |
145,768 |
|
Cetera Investment Advisers |
785 |
- |
2024-03-31 |
280,524 |
$7,434,000 |
164,282 |
|
JANE STREET GROUP LLC |
1111 |
*New |
2024-03-31 |
234,121 |
$6,204,000 |
234,121 |
|
Kaye Capital Management |
13 |
- |
2024-03-31 |
216,002 |
$5,724,000 |
-8,670 |
|
Atria Wealth Solutions Inc. |
327 |
- |
2024-03-31 |
194,634 |
$5,158,000 |
161,588 |
|
EWG Elevate Inc. |
17 |
*New |
2024-03-31 |
187,972 |
$4,981,000 |
187,972 |
|
ENVESTNET ASSET MANAGEMENT INC |
2036 |
- |
2024-03-31 |
172,400 |
$4,569,000 |
133,676 |
|
Luken Investment Analytics LLC |
16 |
*New |
2024-03-31 |
156,682 |
$4,152,000 |
156,682 |
|
RiverTree Advisors LLC |
18 |
- |
2024-03-31 |
142,892 |
$3,787,000 |
-5,238 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1381 |
- |
2024-03-31 |
134,207 |
$3,556,000 |
3,760 |
|
REGAL INVESTMENT ADVISORS, LLC |
127 |
- |
2024-03-31 |
121,212 |
$3,212,000 |
33,867 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1379 |
- |
2024-03-31 |
120,346 |
$3,189,000 |
59,956 |
|
MULTIFINANCIAL SECURITIES CORP |
639 |
- |
2024-03-31 |
114,628 |
$3,038,000 |
27,316 |
|
LPL FINANCIAL CORP |
2224 |
- |
2024-03-31 |
104,486 |
$2,769,000 |
-23,895 |
|
Rockefeller Capital Management L.P. |
938 |
- |
2024-03-31 |
87,600 |
$2,321,000 |
3,300 |
|
Sloy Dahl & Holst LLC |
16 |
- |
2024-03-31 |
86,250 |
$2,286,000 |
0 |
|
STEPHENS INC /AR/ |
435 |
*New |
2024-03-31 |
72,354 |
$1,917,000 |
72,354 |
|
Steward Partners Investment Advisory LLC |
624 |
- |
2024-03-31 |
63,675 |
$1,687,000 |
26,886 |
|
PROEQUITIES INC. |
203 |
- |
2024-03-31 |
60,113 |
$1,593,000 |
54,704 |
|
H D Vest Advisory Services |
687 |
*New |
2024-03-31 |
44,898 |
$1,190,000 |
44,898 |
|
FINANCIAL NETWORK |
1349 |
- |
2024-03-31 |
43,866 |
$1,162,000 |
14,505 |
|
HARBOUR INVESTMENTS INC. |
330 |
- |
2023-12-31 |
45,261 |
$1,160,000 |
-12,393 |
|
Main Street Financial Solutions LLC |
171 |
- |
2024-03-31 |
40,030 |
$1,061,000 |
6,010 |
|
Goss Wealth Management LLC |
964 |
- |
2024-03-31 |
39,798 |
$1,055,000 |
-5,090 |
|
MARINER WEALTH ADVISORS, LLC |
1507 |
- |
2024-03-31 |
36,908 |
$978,000 |
-2,992 |
|
Kestra Advisory Services LLC |
1258 |
- |
2024-03-31 |
36,353 |
$963,000 |
7,516 |
|
RAYMOND JAMES & ASSOCIATES |
2642 |
*New |
2024-03-31 |
33,867 |
$897,000 |
33,867 |
|
Sowell Financial Services LLC |
361 |
- |
2024-03-31 |
33,792 |
$883,000 |
-3,319 |
|
1776 WEALTH LLC |
49 |
- |
2024-03-31 |
29,581 |
$784,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1696 |
- |
2024-03-31 |
27,300 |
$723,000 |
27,300 |
|
Arkadios Wealth Advisors |
329 |
- |
2024-03-31 |
24,736 |
$655,000 |
-9,682 |
|
MML INVESTORS SERVICES LLC |
1683 |
- |
2024-03-31 |
23,017 |
$610,000 |
71 |
|
1ST SOURCE BANK |
169 |
- |
2024-03-31 |
22,500 |
$596,000 |
0 |
|
Ameritas Advisory Services LLC |
525 |
*New |
2024-03-31 |
21,394 |
$562,000 |
21,394 |
|
Cresset Asset Management LLC |
1350 |
*New |
2024-03-31 |
17,485 |
$463,000 |
17,485 |
|
DHJJ Financial Advisors Ltd. |
90 |
- |
2024-03-31 |
16,553 |
$439,000 |
-989 |
|
Spire Wealth Management |
572 |
*New |
2024-03-31 |
15,782 |
$418,000 |
15,782 |
|
LexAurum Advisors LLC |
175 |
*New |
2024-03-31 |
15,433 |
$409,000 |
15,433 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
887 |
- |
2024-03-31 |
15,125 |
$401,000 |
5,670 |
|
LINCOLN NATIONAL CORP |
823 |
- |
2024-03-31 |
15,106 |
$400,000 |
-1,175 |
|
Redhawk Wealth Advisors Inc. |
225 |
*New |
2024-03-31 |
13,787 |
$365,000 |
13,787 |
|
SILVER OAK SECURITIES Inc |
268 |
- |
2024-03-31 |
13,676 |
$362,000 |
575 |
|
Keystone Wealth Services LLC |
155 |
- |
2024-03-31 |
13,551 |
$359,000 |
3,308 |
|
Envestnet Portfolio Solutions Inc. |
1364 |
- |
2024-03-31 |
11,217 |
$297,000 |
-130 |
|
PFG Investments LLC |
740 |
*New |
2024-03-31 |
11,095 |
$294,000 |
11,095 |
|
Consolidated Portfolio Review Corp |
207 |
- |
2024-03-31 |
11,095 |
$294,000 |
-701 |
|
AE Wealth Management LLC |
972 |
- |
2024-03-31 |
10,651 |
$282,000 |
-211 |
|
IFP Advisors Inc |
818 |
- |
2023-12-31 |
10,210 |
$262,000 |
-755 |
|
Mutual Advisors LLC |
915 |
*New |
2024-03-31 |
9,801 |
$260,000 |
9,801 |
|
Delta Investment Management LLC |
193 |
- |
2024-03-31 |
8,876 |
$235,000 |
-3,090 |
|
Savvy Advisors Inc. |
202 |
*New |
2024-03-31 |
8,154 |
$216,000 |
8,154 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
184 |
*New |
2024-03-31 |
7,963 |
$211,000 |
7,963 |
|
Capital Analysts Inc. |
474 |
- |
2024-03-31 |
6,263 |
$166,000 |
5,705 |
|
UBS Group AG |
4893 |
- |
2024-03-31 |
5,277 |
$140,000 |
341 |
|
Integrity Financial Corp /WA |
137 |
*New |
2024-03-31 |
3,225 |
$85,000 |
3,225 |
|
Capital Investment Advisory Services LLC |
636 |
*New |
2024-03-31 |
2,126 |
$56,000 |
2,126 |
|
BANK OF AMERICA CORP /DE/ |
5476 |
- |
2024-03-31 |
1,795 |
$48,000 |
0 |
|
EPG Wealth Management LLC |
336 |
*New |
2024-03-31 |
1,151 |
$31,000 |
1,151 |
|
PRINCIPAL SECURITIES INC. |
1847 |
*New |
2024-03-31 |
1,000 |
$27,000 |
1,000 |
|
Wagner Wealth Management LLC |
187 |
- |
2024-03-31 |
856 |
$23,000 |
0 |
|
SOA Wealth Advisors LLC. |
481 |
- |
2024-03-31 |
573 |
$15,000 |
0 |
|
Global Retirement Partners LLC |
2014 |
- |
2024-03-31 |
446 |
$12,000 |
-5,901 |
|
Retirement Group LLC |
473 |
*New |
2024-03-31 |
380 |
$10,000 |
380 |
|
ALPHAMARK ADVISORS LLC |
632 |
*New |
2024-03-31 |
125 |
$3,000 |
125 |
|
Financial Gravity Wealth Inc. |
963 |
*New |
2024-03-31 |
48 |
$1,000 |
48 |
|
Impact Partnership Wealth LLC |
608 |
- |
2024-03-31 |
38 |
$1,000 |
0 |
|
OLD MISSION CAPITAL LLC |
849 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,956 |
|
CoreCap Advisors LLC |
602 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,302 |
|
BAKER TILLY FINANCIAL LLC |
445 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,134 |
|
ROYAL BANK OF CANADA |
6718 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,830 |
|
Resources Investment Advisors Inc. |
1136 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,288 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6521 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,393 |
|
|
77 Records found
|
1
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