|
Institutional
Holders
Total
Institutions:
|
56 0 |
|
Total
shares held :
|
5,984,934 |
|
% of shares
held :
|
66.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
2,174,414 |
|
% of shares
held change :
|
24.16% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
394 |
- |
2024-03-31 |
1,294,865 |
$28,694,000 |
244,582 |
|
Grant Street Asset Management Inc. |
6 |
- |
2024-03-31 |
1,055,541 |
$23,391,000 |
-197,112 |
|
Maltin Wealth Management Inc. |
1 |
- |
2024-03-31 |
823,916 |
$18,258,000 |
111,105 |
|
Advisor Group Holdings Inc. |
599 |
- |
2024-03-31 |
535,173 |
$11,859,000 |
-44,918 |
|
PRW Wealth Management LLC |
8 |
- |
2023-09-30 |
433,275 |
$8,408,000 |
433,275 |
|
STEPHENS INC /AR/ |
227 |
- |
2024-03-31 |
267,619 |
$5,930,000 |
-400 |
|
HARBOUR INVESTMENTS INC. |
89 |
- |
2023-12-31 |
235,936 |
$5,011,000 |
994 |
|
Steward Partners Investment Advisory LLC |
427 |
- |
2024-03-31 |
150,189 |
$3,328,000 |
3,299 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1467 |
- |
2024-03-31 |
138,717 |
$3,074,000 |
-19,435 |
|
RAYMOND JAMES & ASSOCIATES |
1951 |
- |
2024-03-31 |
124,637 |
$2,762,000 |
-7,394 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1078 |
- |
2024-03-31 |
122,562 |
$2,716,000 |
-10,990 |
|
Cetera Investment Advisers |
1467 |
- |
2024-03-31 |
98,915 |
$2,192,000 |
63,968 |
|
Sawtooth Asset Management Inc. |
347 |
- |
2023-12-31 |
74,301 |
$1,578,000 |
-668 |
|
Resources Investment Advisors Inc. |
429 |
- |
2024-03-31 |
58,890 |
$1,305,000 |
21,302 |
|
IFP Advisors Inc |
343 |
- |
2023-12-31 |
55,788 |
$1,185,000 |
-989 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2485 |
- |
2024-03-31 |
47,591 |
$1,055,000 |
38,098 |
|
Goss Wealth Management LLC |
973 |
- |
2024-03-31 |
46,705 |
$1,035,000 |
-1,112 |
|
Cypress Wealth Services LLC |
79 |
- |
2024-03-31 |
45,433 |
$1,007,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1189 |
- |
2024-03-31 |
42,423 |
$940,000 |
5,205 |
|
OPPENHEIMER & CO INC |
902 |
- |
2024-03-31 |
29,281 |
$649,000 |
-252 |
|
Main Street Financial Solutions LLC |
280 |
- |
2024-03-31 |
26,314 |
$583,000 |
0 |
|
Kestra Advisory Services LLC |
1558 |
- |
2024-03-31 |
26,237 |
$581,000 |
-3,700 |
|
SECURED RETIREMENT ADVISORS LLC |
68 |
- |
2024-03-31 |
25,485 |
$565,000 |
1,805 |
|
Orion Portfolio Solutions LLC |
1215 |
*New |
2024-03-31 |
25,161 |
$558,000 |
25,161 |
|
FINANCIAL NETWORK |
1902 |
- |
2024-03-31 |
23,526 |
$521,000 |
-23,399 |
|
Prosperity Consulting Group LLC |
207 |
- |
2024-03-31 |
22,642 |
$502,000 |
-13,066 |
|
ALPHAMARK ADVISORS LLC |
76 |
- |
2024-03-31 |
22,345 |
$495,000 |
-5,625 |
|
Visionary Wealth Advisors |
339 |
- |
2024-03-31 |
19,887 |
$441,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
513 |
- |
2024-03-31 |
17,742 |
$393,000 |
-94 |
|
Fragasso Group Inc. |
185 |
- |
2024-03-31 |
17,502 |
$388,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3585 |
- |
2024-03-31 |
16,577 |
$367,000 |
604 |
|
S.C. Financial Services Inc. |
69 |
- |
2022-12-31 |
17,836 |
$330,000 |
0 |
|
Streettalk Advisors LLC |
348 |
- |
2024-03-31 |
14,045 |
$311,000 |
0 |
|
KINGSWOOD WEALTH ADVISORS LLC |
474 |
- |
2024-03-31 |
13,578 |
$301,000 |
13,578 |
|
LPL FINANCIAL CORP |
4136 |
- |
2024-03-31 |
13,068 |
$290,000 |
-8,776 |
|
PROSPERA FINANCIAL SERVICES |
866 |
- |
2023-12-31 |
13,546 |
$288,000 |
0 |
|
Clear Point Advisors Inc. |
87 |
- |
2024-03-31 |
12,834 |
$284,000 |
0 |
|
AIFG Consultants Ltd. |
37 |
- |
2024-03-31 |
12,404 |
$275,000 |
1,909 |
|
Arkadios Wealth Advisors |
572 |
- |
2024-03-31 |
12,115 |
$268,000 |
120 |
|
PFG Advisors |
574 |
- |
2024-03-31 |
10,958 |
$243,000 |
-1,386 |
|
H D Vest Advisory Services |
1479 |
- |
2024-03-31 |
9,943 |
$220,000 |
-1,979 |
|
Envestnet Portfolio Solutions Inc. |
1529 |
*New |
2024-03-31 |
9,789 |
$217,000 |
9,789 |
|
TOWNSQUARE CAPITAL LLC |
1115 |
*New |
2024-03-31 |
9,770 |
$217,000 |
9,770 |
|
Atria Wealth Solutions Inc. |
1800 |
*New |
2024-03-31 |
9,274 |
$206,000 |
9,274 |
|
DHJJ Financial Advisors Ltd. |
153 |
- |
2024-03-31 |
7,730 |
$171,000 |
825 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
348 |
- |
2022-12-31 |
5,676 |
$105,000 |
0 |
|
SOA Wealth Advisors LLC. |
242 |
- |
2024-03-31 |
4,568 |
$101,000 |
0 |
|
PROEQUITIES INC. |
939 |
- |
2024-03-31 |
4,253 |
$94,000 |
0 |
|
Capital Investment Advisory Services LLC |
670 |
- |
2024-03-31 |
1,955 |
$43,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1764 |
- |
2024-03-31 |
1,420 |
$31,000 |
0 |
|
Fairman Group LLC |
121 |
- |
2024-03-31 |
1,091 |
$24,000 |
0 |
|
SILVER OAK SECURITIES Inc |
456 |
- |
2024-03-31 |
1,049 |
$23,000 |
-21,961 |
|
Sunbelt Securities Inc. |
1102 |
- |
2024-03-31 |
750 |
$17,000 |
0 |
|
Capital Analysts Inc. |
848 |
- |
2024-03-31 |
743 |
$16,000 |
0 |
|
UBS Group AG |
5859 |
- |
2024-03-31 |
567 |
$13,000 |
-3,775 |
|
COMERICA BANK |
3279 |
- |
2024-03-31 |
238 |
$5,000 |
0 |
|
CWM LLC |
3672 |
- |
2024-03-31 |
247 |
$5,000 |
0 |
|
Financial Gravity Wealth Inc. |
640 |
*New |
2024-03-31 |
200 |
$4,000 |
200 |
|
CITADEL ADVISORS LLC |
5801 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,686 |
|
OLD MISSION CAPITAL LLC |
863 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,313 |
|
LINCOLN NATIONAL CORP |
1200 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,463 |
|
Cape Investment Advisory Inc. |
1070 |
*Closed |
2023-12-31 |
0 |
$0 |
-200 |
|
Capital CS Group LLC |
93 |
*Closed |
2024-03-31 |
0 |
$0 |
-104,429 |
|
ADVISORY SERVICES NETWORK, LLC |
3019 |
*Closed |
2024-03-31 |
0 |
$0 |
-29,700 |
|
Pinnacle Wealth Planning Services Inc. |
525 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,634 |
|
Spire Wealth Management |
2378 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,830 |
|
AE Wealth Management LLC |
1871 |
*Closed |
2024-03-31 |
0 |
$0 |
-302,812 |
|
Truvestments Capital LLC |
678 |
*Closed |
2024-03-31 |
0 |
$0 |
-177 |
|
|
68 Records found
|
1
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