|
Institutional
Holders
Total
Institutions:
|
97 5 |
|
Total
shares held :
|
16,888,776 |
|
% of shares
held :
|
18.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
46 |
|
Amount
of shares held :
|
1,873,429 |
|
% of shares
held change :
|
2.08% |
|
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 |
LPL FINANCIAL CORP |
223 |
- |
2024-03-31 |
1,587,576 |
$149,915,000 |
271,157 |
|
JANNEY MONTGOMERY SCOTT LLC |
45 |
- |
2024-03-31 |
1,566,681 |
$147,942,000 |
373,321 |
|
MORGAN STANLEY |
1157 |
- |
2024-03-31 |
1,114,170 |
$105,211,000 |
219,294 |
|
Vestmark Advisory Solutions Inc. |
4 |
- |
2024-03-31 |
892,505 |
$84,279,000 |
195,743 |
|
ENVESTNET ASSET MANAGEMENT INC |
532 |
- |
2024-03-31 |
761,984 |
$71,954,000 |
209,705 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
161 |
- |
2024-03-31 |
321,536 |
$30,363,000 |
57,213 |
|
MN Wealth Advisors LLC |
1 |
- |
2024-03-31 |
269,237 |
$25,424,000 |
17,342 |
|
Cetera Investment Advisers |
559 |
- |
2024-03-31 |
139,274 |
$13,152,000 |
111,903 |
|
IFG Advisory LLC |
16 |
- |
2024-03-31 |
136,636 |
$12,903,000 |
31,055 |
|
Orion Portfolio Solutions LLC |
185 |
- |
2024-03-31 |
110,476 |
$10,432,000 |
9,355 |
|
PARK AVENUE SECURITIES LLC |
121 |
- |
2024-03-31 |
99,659 |
$9,411,000 |
23,712 |
|
Change Path LLC |
62 |
- |
2024-03-31 |
88,850 |
$8,390,000 |
12,451 |
|
MASSMUTUAL TRUST CO FSB/ADV |
87 |
- |
2024-03-31 |
87,908 |
$8,301,000 |
650 |
|
FINANCIAL NETWORK |
439 |
- |
2024-03-31 |
84,481 |
$7,977,000 |
28,709 |
|
Archford Capital Strategies LLC |
15 |
- |
2024-03-31 |
79,423 |
$7,500,000 |
22,355 |
|
MML INVESTORS SERVICES LLC |
504 |
- |
2024-03-31 |
77,481 |
$7,316,000 |
24,888 |
|
CITADEL ADVISORS LLC |
1453 |
- |
2024-03-31 |
74,523 |
$7,037,000 |
46,932 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
27 |
- |
2024-03-31 |
68,197 |
$6,440,000 |
26,692 |
|
ROYAL BANK OF CANADA |
1857 |
- |
2024-03-31 |
56,711 |
$5,355,000 |
42,608 |
|
Jacobi Capital Management LLC |
32 |
- |
2024-03-31 |
54,751 |
$5,170,000 |
45,178 |
|
AMERIPRISE FINANCIAL INC |
2488 |
- |
2024-03-31 |
38,345 |
$3,628,000 |
18,874 |
|
Integrated Wealth Concepts LLC |
336 |
- |
2024-03-31 |
37,541 |
$3,545,000 |
7,536 |
|
LAKE STREET FINANCIAL LLC |
56 |
- |
2024-03-31 |
36,768 |
$3,472,000 |
1,165 |
|
Wayfinding Financial LLC |
15 |
- |
2024-03-31 |
31,201 |
$2,914,000 |
1,559 |
|
3Chopt Investment Partners LLC |
24 |
- |
2024-03-31 |
30,847 |
$2,913,000 |
347 |
|
Envestnet Portfolio Solutions Inc. |
611 |
- |
2024-03-31 |
23,046 |
$2,176,000 |
9,182 |
|
Security Financial Services INC. |
46 |
- |
2024-03-31 |
19,912 |
$1,880,000 |
307 |
|
Gateway Wealth Partners LLC |
38 |
- |
2024-03-31 |
18,640 |
$1,760,000 |
7,260 |
|
LOCKERMAN FINANCIAL GROUP INC. |
5 |
- |
2024-03-31 |
16,798 |
$1,586,000 |
2,526 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1919 |
- |
2024-03-31 |
16,590 |
$1,567,000 |
1,943 |
|
Rosenberg Matthew Hamilton |
30 |
- |
2024-03-31 |
16,488 |
$1,555,000 |
7,384 |
|
Farther Finance Advisors LLC |
183 |
- |
2024-03-31 |
16,481 |
$1,554,000 |
1,481 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
179 |
- |
2024-03-31 |
15,622 |
$1,475,000 |
639 |
|
Apollon Wealth Management LLC |
416 |
- |
2024-03-31 |
12,634 |
$1,193,000 |
413 |
|
MULTIFINANCIAL SECURITIES CORP |
1086 |
- |
2024-03-31 |
12,322 |
$1,164,000 |
3,261 |
|
NWAM LLC |
210 |
- |
2024-03-31 |
11,417 |
$1,067,000 |
1,153 |
|
FIRETHORN WEALTH PARTNERS LLC |
38 |
- |
2024-03-31 |
11,132 |
$1,051,000 |
7,531 |
|
SUTTON PLACE INVESTORS LLC |
61 |
- |
2024-03-31 |
10,540 |
$995,000 |
1,765 |
|
JANE STREET GROUP LLC |
3316 |
- |
2024-03-31 |
8,490 |
$802,000 |
8,490 |
|
Ignite Planners LLC |
103 |
- |
2024-03-31 |
8,144 |
$768,000 |
761 |
|
PROEQUITIES INC. |
356 |
- |
2024-03-31 |
7,995 |
$755,000 |
2,351 |
|
TOWER RESEARCH CAPITAL LLC |
650 |
- |
2024-03-31 |
7,795 |
$736,000 |
7,117 |
|
Fingerlakes Wealth Management Inc. |
43 |
- |
2024-03-31 |
6,876 |
$649,000 |
537 |
|
PRIVATE TRUST CO NA |
324 |
- |
2024-03-31 |
6,389 |
$603,000 |
1,099 |
|
WHITTIER TRUST CO OF NEVADA INC |
327 |
- |
2024-03-31 |
6,201 |
$586,000 |
3,272 |
|
Gladstone Institutional Advisory LLC |
385 |
- |
2024-03-31 |
5,978 |
$564,000 |
1,732 |
|
Betterment LLC |
259 |
- |
2024-03-31 |
5,420 |
$512,000 |
2,784 |
|
ADVISORY SERVICES NETWORK, LLC |
1018 |
- |
2024-03-31 |
4,448 |
$420,000 |
1,502 |
|
Global Retirement Partners LLC |
611 |
- |
2024-03-31 |
3,636 |
$343,000 |
795 |
|
Atria Wealth Solutions Inc. |
1552 |
- |
2024-03-31 |
3,106 |
$293,000 |
2 |
|
Archer Investment Corp |
216 |
- |
2024-03-31 |
2,330 |
$220,000 |
346 |
|
Family Asset Management LLC |
104 |
- |
2024-03-31 |
2,020 |
$191,000 |
117 |
|
ICA Group Wealth Management LLC |
334 |
- |
2024-03-31 |
1,466 |
$138,000 |
282 |
|
FMR LLC |
3045 |
- |
2024-03-31 |
1,267 |
$120,000 |
317 |
|
UBS Group AG |
5058 |
- |
2024-03-31 |
1,020 |
$96,000 |
1,020 |
|
HANSON MCCLAIN, INC. |
1215 |
- |
2024-03-31 |
648 |
$61,000 |
277 |
|
BLAIR WILLIAM & CO/IL |
1572 |
- |
2024-03-31 |
610 |
$58,000 |
136 |
|
IAG Wealth Partners LLC |
175 |
- |
2024-03-31 |
454 |
$43,000 |
3 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2317 |
- |
2024-03-31 |
254 |
$24,000 |
18 |
|
HARBOUR INVESTMENTS INC. |
1784 |
- |
2023-12-31 |
275 |
$24,000 |
161 |
|
|
60 Records found
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1
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