|
Institutional
Holders
Total
Institutions:
|
52 1 |
|
Total
shares held :
|
21,185,567 |
|
% of shares
held :
|
23.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
299,877 |
|
% of shares
held change :
|
0.33% |
|
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 |
Aptus Capital Advisors LLC |
1 |
- |
2024-03-31 |
8,120,844 |
$292,609,000 |
582,420 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
1 |
- |
2024-03-31 |
2,624,366 |
$94,559,000 |
95,490 |
|
BROGAN FINANCIAL INC. |
1 |
- |
2024-03-31 |
1,861,458 |
$67,072,000 |
80,281 |
|
Integrated Wealth Concepts LLC |
22 |
- |
2024-03-31 |
1,345,645 |
$48,488,000 |
285,077 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
301 |
- |
2024-03-31 |
1,125,463 |
$40,552,000 |
646,661 |
|
Sugarloaf Wealth Management LLC |
2 |
- |
2024-03-31 |
1,040,355 |
$37,486,000 |
85,611 |
|
Second Line Capital LLC |
1 |
- |
2024-03-31 |
1,009,708 |
$36,382,000 |
48,382 |
|
ENVESTNET ASSET MANAGEMENT INC |
999 |
- |
2024-03-31 |
673,394 |
$24,264,000 |
230,418 |
|
Waterloo Capital L.P. |
4 |
- |
2024-03-31 |
568,431 |
$20,482,000 |
18,944 |
|
TrueWealth Advisors LLC |
2 |
- |
2024-03-31 |
404,968 |
$14,592,000 |
18,165 |
|
ADVISORY SERVICES NETWORK, LLC |
66 |
- |
2024-03-31 |
371,323 |
$13,379,000 |
55,919 |
|
MCCORMACK ADVISORS INTERNATIONAL |
124 |
- |
2024-03-31 |
365,378 |
$13,165,000 |
59,304 |
|
Spotlight Asset Group Inc. |
1 |
- |
2024-03-31 |
317,633 |
$11,445,000 |
59,030 |
|
SILVER OAK SECURITIES Inc |
24 |
- |
2024-03-31 |
173,506 |
$6,252,000 |
11,092 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
64 |
- |
2024-03-31 |
179,984 |
$5,968,000 |
6,400 |
|
LPL FINANCIAL CORP |
1805 |
- |
2024-03-31 |
132,947 |
$4,790,000 |
59,979 |
|
One + One Wealth Management LLC |
15 |
- |
2024-03-31 |
108,154 |
$3,897,000 |
7,917 |
|
MBE Wealth Management LLC |
9 |
- |
2024-03-31 |
91,547 |
$3,299,000 |
28,667 |
|
UBS Group AG |
2917 |
- |
2024-03-31 |
58,784 |
$2,118,000 |
12,805 |
|
JANE STREET GROUP LLC |
2699 |
- |
2024-03-31 |
37,947 |
$1,367,000 |
37,947 |
|
Atomi Financial Group Inc. |
150 |
- |
2024-03-31 |
36,557 |
$1,317,000 |
5,202 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2257 |
- |
2024-03-31 |
35,078 |
$1,264,000 |
35,078 |
|
IFP Advisors Inc |
338 |
- |
2023-12-31 |
37,092 |
$1,230,000 |
1,386 |
|
CAPTRUST FINANCIAL ADVISORS |
1027 |
- |
2024-03-31 |
33,308 |
$1,200,000 |
17,000 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
77 |
- |
2024-03-31 |
17,902 |
$645,000 |
1,058 |
|
Axim Planning & Wealth |
8 |
- |
2024-03-31 |
15,096 |
$544,000 |
3,013 |
|
Golden State Equity Partners |
240 |
- |
2023-12-31 |
10,792 |
$358,000 |
907 |
|
Perigon Wealth Management LLC |
742 |
- |
2024-03-31 |
6,569 |
$237,000 |
135 |
|
Farther Finance Advisors LLC |
650 |
- |
2024-03-31 |
6,193 |
$223,000 |
3,855 |
|
MORGAN STANLEY |
5656 |
- |
2024-03-31 |
3,943 |
$142,000 |
3,935 |
|
|
30 Records found
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1
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