|
Institutional
Holders
Total
Institutions:
|
66 27 |
|
Total
shares held :
|
5,090,161 |
|
% of shares
held :
|
56.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
39 |
|
Amount
of shares held :
|
3,083,066 |
|
% of shares
held change :
|
34.26% |
|
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 |
TRAPHAGEN INVESTMENT ADVISORS LLC |
3 |
- |
2024-03-31 |
2,086,562 |
$55,711,000 |
0 |
|
MML INVESTORS SERVICES LLC |
231 |
- |
2024-03-31 |
798,482 |
$21,319,000 |
120,017 |
|
ENVESTNET ASSET MANAGEMENT INC |
1313 |
- |
2024-03-31 |
523,721 |
$13,983,000 |
273,548 |
|
FRANKLIN RESOURCES INC |
933 |
- |
2024-03-31 |
492,150 |
$13,140,000 |
24,400 |
|
Tortoise Investment Management LLC |
21 |
- |
2024-03-31 |
382,746 |
$10,219,000 |
-3,097 |
|
Emerald Investment Partners LLC |
8 |
- |
2024-03-31 |
371,532 |
$9,920,000 |
-169,855 |
|
Fortress Wealth Group LLC |
6 |
- |
2024-03-31 |
308,612 |
$7,836,000 |
33,392 |
|
Advisor Group Holdings Inc. |
831 |
- |
2024-03-31 |
272,348 |
$7,273,000 |
98,036 |
|
JANE STREET GROUP LLC |
1102 |
- |
2024-03-31 |
235,075 |
$6,277,000 |
-259,328 |
|
Retirement Group LLC |
13 |
- |
2024-03-31 |
183,023 |
$4,887,000 |
166,215 |
|
Cetera Investment Advisers |
992 |
- |
2024-03-31 |
181,665 |
$4,850,000 |
85,730 |
|
LPL FINANCIAL CORP |
1948 |
- |
2024-03-31 |
146,900 |
$3,922,000 |
-112,581 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1277 |
- |
2024-03-31 |
122,898 |
$3,281,000 |
102,565 |
|
BANK OF AMERICA CORP /DE/ |
3371 |
- |
2024-03-31 |
108,958 |
$2,909,000 |
72,489 |
|
Elmwood Wealth Management Inc. |
32 |
- |
2024-03-31 |
94,686 |
$2,528,000 |
38,922 |
|
NCM Capital Management LLC |
14 |
- |
2024-03-31 |
92,203 |
$2,462,000 |
-1,722 |
|
BB&T CORP |
1270 |
- |
2024-03-31 |
72,747 |
$1,942,000 |
5,011 |
|
ROYAL BANK OF CANADA |
2536 |
- |
2024-03-31 |
72,484 |
$1,935,000 |
17,871 |
|
JANNEY MONTGOMERY SCOTT LLC |
1161 |
*New |
2024-03-31 |
71,685 |
$1,914,000 |
71,685 |
|
Integrated Wealth Concepts LLC |
548 |
- |
2024-03-31 |
68,257 |
$1,822,000 |
13,199 |
|
MULTIFINANCIAL SECURITIES CORP |
911 |
*New |
2024-03-31 |
60,932 |
$1,627,000 |
60,932 |
|
Atomi Financial Group Inc. |
131 |
- |
2024-03-31 |
59,790 |
$1,596,000 |
-8,768 |
|
Latitude Advisors LLC |
22 |
- |
2024-03-31 |
52,442 |
$1,400,000 |
14,067 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
567 |
*New |
2024-03-31 |
35,402 |
$945,000 |
35,402 |
|
CIBC WORLD MARKETS INC. |
760 |
- |
2024-03-31 |
34,884 |
$931,000 |
337 |
|
STIFEL FINANCIAL CORP |
2261 |
- |
2024-03-31 |
32,650 |
$872,000 |
6,261 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1965 |
- |
2024-03-31 |
28,500 |
$761,000 |
0 |
|
FINANCIAL NETWORK |
1650 |
- |
2024-03-31 |
27,729 |
$740,000 |
-53,847 |
|
REGAL INVESTMENT ADVISORS, LLC |
306 |
- |
2024-03-31 |
24,870 |
$664,000 |
12,100 |
|
SCOTIA CAPITAL INC. |
565 |
- |
2024-03-31 |
23,800 |
$635,000 |
3,800 |
|
Atria Wealth Solutions Inc. |
1180 |
- |
2024-03-31 |
22,044 |
$589,000 |
5,942 |
|
Zega Financial LLC |
57 |
- |
2024-03-31 |
18,824 |
$503,000 |
6,391 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1908 |
*New |
2024-03-31 |
18,200 |
$486,000 |
18,200 |
|
Fortis Capital Advisors LLC |
104 |
- |
2024-03-31 |
15,863 |
$424,000 |
7,806 |
|
Belpointe Asset Management LLC |
479 |
- |
2024-03-31 |
15,863 |
$424,000 |
7,806 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2644 |
- |
2024-03-31 |
15,118 |
$404,000 |
-4,287 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
374 |
- |
2024-03-31 |
13,665 |
$365,000 |
1,912 |
|
Goss Wealth Management LLC |
1528 |
- |
2024-03-31 |
13,400 |
$358,000 |
-38,311 |
|
HIGHTOWER ADVISORS, LLC |
2550 |
- |
2024-03-31 |
12,513 |
$334,000 |
-1,115 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1862 |
- |
2024-03-31 |
11,955 |
$319,000 |
-10,334 |
|
WEDBUSH MORGAN SECURITIES INC |
879 |
*New |
2024-03-31 |
11,200 |
$299,000 |
11,200 |
|
HILLTOP HOLDINGS INC. |
506 |
*New |
2024-03-31 |
11,065 |
$295,000 |
11,065 |
|
RENAISSANCE TECHNOLOGIES LLC |
3098 |
- |
2024-03-31 |
10,932 |
$292,000 |
-237,665 |
|
Tradition Wealth Management LLC |
310 |
- |
2024-03-31 |
10,651 |
$284,000 |
96 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2762 |
*New |
2024-03-31 |
10,138 |
$271,000 |
10,138 |
|
ADVISORY SERVICES NETWORK, LLC |
1198 |
- |
2024-03-31 |
10,088 |
$269,000 |
-1,257 |
|
Pasadena Private Wealth LLC |
115 |
- |
2024-03-31 |
9,995 |
$267,000 |
-167,904 |
|
Triumph Capital Management |
175 |
- |
2024-03-31 |
10,055 |
$264,000 |
-76 |
|
Steele Capital Management Inc. |
151 |
- |
2024-03-31 |
9,000 |
$240,000 |
0 |
|
TD Waterhouse Canada Inc. |
741 |
- |
2024-03-31 |
9,053 |
$235,000 |
-167 |
|
RAYMOND JAMES & ASSOCIATES |
3511 |
- |
2024-03-31 |
8,238 |
$220,000 |
-16,839 |
|
GFG Capital LLC |
121 |
*New |
2024-03-31 |
57,320 |
$202,000 |
57,320 |
|
FSC Wealth Advisors LLC |
55 |
- |
2024-03-31 |
7,028 |
$188,000 |
2,307 |
|
COMERICA BANK |
2564 |
- |
2024-03-31 |
3,484 |
$93,000 |
66 |
|
Steward Partners Investment Advisory LLC |
1897 |
- |
2024-03-31 |
2,774 |
$74,000 |
52 |
|
BANK OF MONTREAL /CAN/ |
2940 |
- |
2024-03-31 |
2,720 |
$73,000 |
935 |
|
SRS Capital Advisors Inc. |
475 |
- |
2024-03-31 |
2,087 |
$56,000 |
-98 |
|
Clear Point Advisors Inc. |
248 |
*New |
2024-03-31 |
1,011 |
$27,000 |
1,011 |
|
FTB Advisors Inc. |
1325 |
- |
2024-03-31 |
802 |
$21,000 |
422 |
|
MORGAN STANLEY |
6481 |
- |
2024-03-31 |
343 |
$9,000 |
-3 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
1029 |
*New |
2024-03-31 |
112 |
$3,000 |
112 |
|
Iron Horse Wealth Management LLC |
268 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
Federation des caisses Desjardins du Quebec |
2065 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
J P MORGAN CHASE & CO |
5302 |
- |
2024-03-31 |
47 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2649 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ANCORA ADVISORS, LLC |
1626 |
*Closed |
2024-03-31 |
0 |
$0 |
-331 |
|
WELLS FARGO & CO/MN |
6021 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
AYRSHIRE ASSOCIATES INC |
608 |
*Closed |
2024-03-31 |
0 |
$0 |
-158 |
|
AdvisorNet Financial Inc |
2012 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,420 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
702 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,168 |
|
Capital Investment Advisory Services LLC |
960 |
*Closed |
2024-03-31 |
0 |
$0 |
-269 |
|
Worth Asset Management LLC |
131 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,485 |
|
Activest Wealth Management |
418 |
*New |
2024-03-31 |
4 |
$0 |
4 |
|
UBS Group AG |
8132 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,904 |
|
FMR LLC |
5446 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
4712 |
*Closed |
2024-03-31 |
0 |
$0 |
-325 |
|
HRT FINANCIAL LLC |
2938 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,738 |
|
Comprehensive Financial Consultants Institutional |
167 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,397 |
|
Clear Creek Financial Management LLC |
428 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,511 |
|
CWM LLC |
4725 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
|
80 Records found
|
1
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