|
Institutional
Holders
Total
Institutions:
|
6 3 |
|
Total
shares held :
|
47,307 |
|
% of shares
held :
|
0.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
11,804 |
|
% of shares
held change :
|
0.13% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SEI INVESTMENTS CO |
58 |
*New |
2024-03-31 |
6,074,886 |
$195,453,000 |
6,074,886 |
|
ENVESTNET ASSET MANAGEMENT INC |
2037 |
*New |
2024-03-31 |
141,895 |
$4,565,000 |
141,895 |
|
BB&T CORP |
919 |
*New |
2024-03-31 |
138,396 |
$4,453,000 |
138,396 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
19 |
*New |
2024-03-31 |
117,253 |
$3,772,000 |
117,253 |
|
Advisor Group Holdings Inc. |
2173 |
- |
2024-03-31 |
36,900 |
$1,187,000 |
105 |
|
OHE FINANCIAL INC |
112 |
*New |
2024-03-31 |
35,676 |
$1,148,000 |
35,676 |
|
BURNS WEALTH MANAGEMENT, INC. |
287 |
*New |
2024-03-31 |
28,197 |
$907,000 |
28,197 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1304 |
*New |
2024-03-31 |
26,283 |
$846,000 |
26,283 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2117 |
*New |
2024-03-31 |
18,680 |
$601,000 |
18,680 |
|
Csenge Advisory Group |
404 |
*New |
2024-03-31 |
17,543 |
$564,000 |
17,543 |
|
Perigon Wealth Management LLC |
536 |
*New |
2024-03-31 |
15,577 |
$501,000 |
15,577 |
|
United Advisor Group LLC |
124 |
*New |
2024-03-31 |
14,320 |
$461,000 |
14,320 |
|
Stratos Wealth Partners LTD. |
923 |
*New |
2024-03-31 |
13,954 |
$449,000 |
13,954 |
|
LPL FINANCIAL CORP |
4024 |
*New |
2024-03-31 |
10,404 |
$335,000 |
10,404 |
|
PETRA FINANCIAL ADVISORS INC |
107 |
- |
2024-03-31 |
8,718 |
$265,000 |
0 |
|
MONECO Advisors LLC |
386 |
*New |
2024-03-31 |
6,495 |
$209,000 |
6,495 |
|
ROYAL BANK OF CANADA |
4374 |
- |
2024-03-31 |
4,537 |
$146,000 |
3,771 |
|
PRINCIPAL SECURITIES INC. |
1220 |
*New |
2024-03-31 |
3,499 |
$113,000 |
3,499 |
|
Continuum Advisory LLC |
558 |
*New |
2024-03-31 |
2,037 |
$65,000 |
2,037 |
|
AdvisorNet Financial Inc |
1158 |
*New |
2024-03-31 |
481 |
$15,000 |
481 |
|
EverSource Wealth Advisors LLC |
1473 |
- |
2024-03-31 |
392 |
$12,000 |
0 |
|
UBS Group AG |
6215 |
*New |
2024-03-31 |
201 |
$6,000 |
201 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3443 |
*Closed |
2024-03-31 |
0 |
$0 |
-635 |
|
MORGAN STANLEY |
7638 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
9741 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
25 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|