|
Institutional
Holders
Total
Institutions:
|
54 6 |
|
Total
shares held :
|
1,727,546 |
|
% of shares
held :
|
46.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
354,417 |
|
% of shares
held change :
|
9.5% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
730 |
- |
2024-03-31 |
332,511 |
$11,171,000 |
38 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
42 |
- |
2024-03-31 |
107,766 |
$3,620,000 |
-8,071 |
|
Kestra Advisory Services LLC |
851 |
- |
2024-03-31 |
62,139 |
$2,088,000 |
20,594 |
|
KFG WEALTH MANAGEMENT LLC |
32 |
- |
2024-03-31 |
49,197 |
$1,653,000 |
-866 |
|
Brookstone Capital Management |
393 |
- |
2024-03-31 |
47,784 |
$1,605,000 |
-393,805 |
|
Bedel Financial Consulting Inc. |
51 |
- |
2024-03-31 |
46,779 |
$1,572,000 |
0 |
|
LPL FINANCIAL CORP |
2764 |
- |
2024-03-31 |
44,585 |
$1,498,000 |
6,143 |
|
BEDEL FINANCIAL CONSULTING INC |
45 |
- |
2023-09-30 |
46,779 |
$1,428,000 |
0 |
|
BB&T CORP |
1432 |
- |
2024-03-31 |
41,382 |
$1,390,000 |
7 |
|
Advisor Group Holdings Inc. |
2254 |
- |
2024-03-31 |
31,999 |
$1,075,000 |
-6,281 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1673 |
- |
2024-03-31 |
31,846 |
$1,070,000 |
1,492 |
|
MONEY CONCEPTS CAPITAL CORP |
205 |
- |
2024-03-31 |
30,815 |
$1,035,000 |
-2,739 |
|
Compass Advisory Group LLC |
34 |
- |
2024-03-31 |
29,451 |
$989,000 |
-1,680 |
|
AE Wealth Management LLC |
651 |
- |
2024-03-31 |
28,781 |
$967,000 |
494 |
|
HARBOUR INVESTMENTS INC. |
374 |
- |
2023-12-31 |
29,240 |
$946,000 |
21,944 |
|
Betterment LLC |
211 |
- |
2024-03-31 |
26,983 |
$906,000 |
-488 |
|
Arete Wealth Advisors LLC |
229 |
- |
2024-03-31 |
24,746 |
$831,000 |
-1,666 |
|
CENTAURUS FINANCIAL INC. |
276 |
- |
2024-03-31 |
24,660 |
$828,000 |
-1,165 |
|
TOWNSQUARE CAPITAL LLC |
721 |
- |
2024-03-31 |
23,145 |
$778,000 |
-6,967 |
|
Delta Investment Management LLC |
91 |
*New |
2024-03-31 |
22,871 |
$768,000 |
22,871 |
|
CENTRAL VALLEY ADVISORS LLC |
64 |
- |
2024-03-31 |
20,129 |
$676,000 |
0 |
|
Spire Wealth Management |
465 |
- |
2024-03-31 |
18,587 |
$624,000 |
1 |
|
ENVESTNET ASSET MANAGEMENT INC |
3298 |
- |
2024-03-31 |
17,857 |
$600,000 |
292 |
|
Long Island Wealth Management Inc. |
48 |
- |
2024-03-31 |
17,596 |
$591,000 |
0 |
|
Continuum Advisory LLC |
211 |
- |
2024-03-31 |
17,135 |
$579,000 |
-559 |
|
Cetera Investment Advisers |
2547 |
*New |
2024-03-31 |
15,521 |
$521,000 |
15,521 |
|
WCG Wealth Advisors LLC |
225 |
- |
2024-03-31 |
14,026 |
$471,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3556 |
- |
2024-03-31 |
13,390 |
$450,000 |
-770 |
|
BROWN WEALTH MANAGEMENT LLC |
59 |
- |
2024-03-31 |
11,988 |
$403,000 |
-4,272 |
|
Berger Financial Group Inc |
234 |
- |
2024-03-31 |
11,738 |
$394,000 |
-809 |
|
FINANCIAL NETWORK |
2111 |
- |
2024-03-31 |
11,174 |
$375,000 |
-3,182 |
|
Archer Investment Corp |
169 |
- |
2024-03-31 |
10,847 |
$364,000 |
-3,073 |
|
MORGAN STANLEY |
5313 |
- |
2024-03-31 |
10,000 |
$336,000 |
0 |
|
JANE STREET GROUP LLC |
4266 |
*New |
2024-03-31 |
9,918 |
$333,000 |
9,918 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1850 |
- |
2024-03-31 |
9,671 |
$325,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
560 |
- |
2024-03-31 |
9,184 |
$309,000 |
-3,601 |
|
JANNEY MONTGOMERY SCOTT LLC |
2336 |
- |
2024-03-31 |
8,825 |
$296,000 |
-2,855 |
|
OLD MISSION CAPITAL LLC |
721 |
- |
2024-03-31 |
7,913 |
$266,000 |
-37,852 |
|
RAYMOND JAMES & ASSOCIATES |
3457 |
- |
2024-03-31 |
7,175 |
$241,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
381 |
- |
2024-03-31 |
7,100 |
$239,000 |
0 |
|
ROYAL BANK OF CANADA |
4006 |
- |
2024-03-31 |
7,006 |
$235,000 |
3,627 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2984 |
- |
2024-03-31 |
6,878 |
$231,000 |
259 |
|
RETIREMENT PLANNING GROUP |
201 |
- |
2024-03-31 |
6,812 |
$229,000 |
0 |
|
RFG Advisory Group LLC |
682 |
*New |
2024-03-31 |
6,277 |
$211,000 |
6,277 |
|
Capital Investment Advisory Services LLC |
509 |
- |
2024-03-31 |
4,935 |
$166,000 |
-465 |
|
MATHER GROUP, INC. |
632 |
*New |
2024-03-31 |
4,006 |
$130,000 |
4,006 |
|
CWM LLC |
1728 |
- |
2024-03-31 |
3,771 |
$127,000 |
568 |
|
Sugarloaf Wealth Management LLC |
212 |
- |
2024-03-31 |
3,585 |
$120,000 |
0 |
|
J P MORGAN CHASE & CO |
4484 |
- |
2024-03-31 |
2,848 |
$96,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1314 |
- |
2024-03-31 |
2,630 |
$88,000 |
241 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
460 |
- |
2024-03-31 |
600 |
$20,000 |
0 |
|
SRS Capital Advisors Inc. |
962 |
- |
2024-03-31 |
121 |
$4,000 |
0 |
|
UBS Group AG |
6545 |
- |
2024-03-31 |
95 |
$3,000 |
-27 |
|
Larson Financial Group LLC |
1332 |
- |
2024-03-31 |
68 |
$2,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1552 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,821 |
|
H D Vest Advisory Services |
1631 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,419 |
|
V Wealth ManagementLLC |
301 |
*Closed |
2023-09-30 |
0 |
$0 |
-15,961 |
|
FMR LLC |
5405 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
WELLS FARGO & CO/MN |
6672 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
8772 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3572 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,728 |
|
SageView Advisory Group LLC |
802 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,471 |
|
|
62 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
|
|
|