| |
Institutional
Holders
Total
Institutions:
 |
64  7 |
|
|
Total
shares held :
|
4,123,823 |
|
|
% of shares
held :
|
45.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
|
Amount
of shares held :
|
971,918 |
|
|
% of shares
held change :
|
10.8% |
|
| 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 |
1423 |
- |
2024-03-31 |
392,005 |
$8,722,000 |
74,170 |
|
| WELLS FARGO & CO/MN |
1620 |
- |
2024-03-31 |
391,370 |
$8,708,000 |
244,831 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1837 |
- |
2024-03-31 |
272,815 |
$6,070,000 |
67,377 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
424 |
- |
2024-03-31 |
258,040 |
$5,741,000 |
57,203 |
|
| MORGAN STANLEY |
3731 |
- |
2024-03-31 |
255,780 |
$5,691,000 |
57,723 |
|
| SFE INVESTMENT COUNSEL |
34 |
- |
2024-03-31 |
233,881 |
$5,204,000 |
7,795 |
|
| MULTIFINANCIAL SECURITIES CORP |
451 |
- |
2024-03-31 |
230,440 |
$5,127,000 |
25,372 |
|
| Ironwood Wealth Management llc |
27 |
- |
2024-03-31 |
202,877 |
$4,514,000 |
7,368 |
|
| BANTA ASSET MANAGEMENT LP |
8 |
- |
2023-12-31 |
188,435 |
$4,215,000 |
5,500 |
|
| GPM Growth Investors Inc. |
22 |
- |
2023-12-31 |
182,391 |
$4,080,000 |
1,650 |
|
| Advisory Alpha LLC |
76 |
- |
2024-03-31 |
180,822 |
$4,023,000 |
2,881 |
|
| FINANCIAL ADVISORY CORP /UT/ /ADV |
18 |
- |
2024-03-31 |
136,752 |
$3,043,000 |
16,591 |
|
| AMERIPRISE FINANCIAL INC |
2715 |
- |
2024-03-31 |
105,164 |
$2,352,000 |
13,804 |
|
| Harrison & Co Wealth Management LLC |
10 |
- |
2022-12-31 |
107,821 |
$2,305,000 |
2,685 |
|
| TRUENORTH, INC. |
33 |
- |
2024-03-31 |
91,811 |
$2,043,000 |
23,423 |
|
| PROSPERA FINANCIAL SERVICES |
323 |
- |
2023-12-31 |
83,092 |
$1,859,000 |
26,247 |
|
| STIFEL FINANCIAL CORP |
1786 |
- |
2024-03-31 |
81,030 |
$1,803,000 |
9,463 |
|
| Orion Portfolio Solutions LLC |
861 |
- |
2024-03-31 |
58,855 |
$1,310,000 |
6,728 |
|
| UBS Group AG |
3348 |
- |
2024-03-31 |
58,042 |
$1,291,000 |
37,891 |
|
| TCG Advisory Services LLC |
164 |
- |
2024-03-31 |
57,519 |
$1,280,000 |
6,625 |
|
| Goss Wealth Management LLC |
940 |
- |
2024-03-31 |
50,060 |
$1,114,000 |
709 |
|
| Hennion & Walsh Asset Management Inc. |
406 |
- |
2024-03-31 |
47,755 |
$1,063,000 |
12,109 |
|
| SEGMENT WEALTH MANAGEMENT, LLC |
142 |
- |
2024-03-31 |
47,100 |
$1,048,000 |
17,160 |
|
| Oder Investment Management LLC |
33 |
- |
2024-03-31 |
47,068 |
$1,047,000 |
4,930 |
|
| Sound Stewardship LLC |
30 |
- |
2024-03-31 |
46,979 |
$1,045,000 |
37,886 |
|
| RAYMOND JAMES & ASSOCIATES |
2553 |
- |
2024-03-31 |
46,287 |
$1,030,000 |
19,133 |
|
| Ballew Advisors Inc |
43 |
- |
2024-03-31 |
38,672 |
$853,000 |
6,310 |
|
| BANK OF AMERICA CORP /DE/ |
4159 |
- |
2024-03-31 |
35,767 |
$796,000 |
12,249 |
|
| Integrated Wealth Concepts LLC |
925 |
- |
2024-03-31 |
29,104 |
$648,000 |
17,936 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
314 |
- |
2024-03-31 |
28,302 |
$630,000 |
344 |
|
| FINANCIAL NETWORK |
1866 |
- |
2024-03-31 |
24,786 |
$551,000 |
13,189 |
|
| Legacy Financial Group LLC |
65 |
- |
2024-03-31 |
24,597 |
$547,000 |
24,597 |
|
| COMERICA BANK |
1848 |
- |
2024-03-31 |
23,797 |
$529,000 |
8,022 |
|
| AlphaStar Capital Management LLC |
195 |
- |
2024-03-31 |
18,523 |
$412,000 |
438 |
|
| Private Advisory Group LLC |
146 |
- |
2024-03-31 |
18,292 |
$407,000 |
470 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3043 |
- |
2024-03-31 |
16,604 |
$369,000 |
6,987 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1107 |
- |
2024-03-31 |
12,308 |
$263,000 |
2,866 |
|
| Quad-Cities Investment Group LLC |
140 |
- |
2024-03-31 |
11,637 |
$259,000 |
102 |
|
| Key Financial Inc |
312 |
- |
2024-03-31 |
4,831 |
$107,000 |
1,714 |
|
| PRIVATE TRUST CO NA |
873 |
- |
2024-03-31 |
4,436 |
$99,000 |
3,121 |
|
| Geneos Wealth Management Inc. |
873 |
- |
2024-03-31 |
4,200 |
$93,000 |
2,050 |
|
| Nalls Sherbakoff Group LLC |
183 |
- |
2023-12-31 |
1,798 |
$40,000 |
1,242 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1374 |
- |
2024-03-31 |
1,656 |
$37,000 |
89 |
|
| GRADIENT INVESTMENTS LLC |
497 |
- |
2024-03-31 |
1,104 |
$25,000 |
247 |
|
|
44 Records found
|
1
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