|
Institutional
Holders
Total
Institutions:
|
83 7 |
|
Total
shares held :
|
14,057,800 |
|
% of shares
held :
|
15.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
9,629,131 |
|
% of shares
held change :
|
10.7% |
|
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 |
Kingsview Wealth Management LLC |
10 |
- |
2024-03-31 |
1,474,194 |
$61,533,000 |
690,882 |
|
ENVESTNET ASSET MANAGEMENT INC |
774 |
- |
2024-03-31 |
928,851 |
$38,770,000 |
158,639 |
|
KFG WEALTH MANAGEMENT LLC |
4 |
- |
2024-03-31 |
331,916 |
$13,854,000 |
8,865 |
|
REGAL INVESTMENT ADVISORS, LLC |
22 |
- |
2024-03-31 |
314,309 |
$13,119,000 |
45,167 |
|
Advisor Group Holdings Inc. |
600 |
- |
2024-03-31 |
283,819 |
$11,847,000 |
41,592 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
719 |
- |
2024-03-31 |
273,706 |
$11,424,000 |
16,499 |
|
Cetera Investment Advisers |
633 |
- |
2024-03-31 |
263,903 |
$11,015,000 |
5,361 |
|
Mutual Advisors LLC |
93 |
- |
2024-03-31 |
162,244 |
$6,772,000 |
90,351 |
|
Philip James Wealth Mangement LLC |
9 |
- |
2024-03-31 |
137,723 |
$5,749,000 |
6,719 |
|
Guardian Financial Partners LLC |
13 |
- |
2024-03-31 |
105,967 |
$4,423,000 |
45,934 |
|
Garden State Investment Advisory Services LLC |
17 |
- |
2024-03-31 |
103,135 |
$4,305,000 |
1,440 |
|
BKD WEALTH ADVISORS LLC |
106 |
- |
2024-03-31 |
94,790 |
$3,957,000 |
31,620 |
|
HIGHTOWER ADVISORS, LLC |
1103 |
- |
2024-03-31 |
85,366 |
$3,561,000 |
12,299 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
988 |
- |
2024-03-31 |
77,720 |
$3,244,000 |
3,118 |
|
Visionary Wealth Advisors |
124 |
- |
2024-03-31 |
72,515 |
$3,027,000 |
26 |
|
JANNEY MONTGOMERY SCOTT LLC |
1019 |
- |
2024-03-31 |
62,882 |
$2,625,000 |
23,107 |
|
IFG Advisory LLC |
158 |
- |
2024-03-31 |
58,512 |
$2,442,000 |
2,087 |
|
Goss Wealth Management LLC |
684 |
- |
2024-03-31 |
47,666 |
$1,990,000 |
370 |
|
LPL FINANCIAL CORP |
2520 |
- |
2024-03-31 |
46,558 |
$1,943,000 |
27,729 |
|
ADVISORY SERVICES NETWORK, LLC |
467 |
- |
2024-03-31 |
45,273 |
$1,890,000 |
4,118 |
|
Delta Investment Management LLC |
45 |
- |
2024-03-31 |
45,191 |
$1,886,000 |
27,887 |
|
Geneos Wealth Management Inc. |
270 |
- |
2024-03-31 |
42,417 |
$1,770,000 |
39,585 |
|
Diligent Investors LLC |
58 |
- |
2024-03-31 |
41,064 |
$1,714,000 |
25,294 |
|
MML INVESTORS SERVICES LLC |
1187 |
- |
2024-03-31 |
36,289 |
$1,515,000 |
6,151 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1090 |
- |
2024-03-31 |
33,656 |
$1,405,000 |
405 |
|
Atria Wealth Solutions Inc. |
828 |
- |
2024-03-31 |
28,325 |
$1,182,000 |
10,533 |
|
Lineweaver Wealth Advisors LLC |
74 |
- |
2024-03-31 |
26,994 |
$1,127,000 |
10,479 |
|
FINANCIAL ARCHITECTS INC |
131 |
- |
2023-06-30 |
28,612 |
$1,084,000 |
7,623 |
|
Soltis Investment Advisors LLC |
161 |
- |
2024-03-31 |
18,518 |
$773,000 |
9,628 |
|
Patriot Financial Group Insurance Agency LLC |
225 |
- |
2024-03-31 |
14,950 |
$624,000 |
1,100 |
|
SOUTHERN CAPITAL ADVISORS LLC |
37 |
- |
2024-03-31 |
14,119 |
$589,000 |
4,335 |
|
J.W. COLE ADVISORS INC. |
494 |
- |
2024-03-31 |
13,951 |
$582,000 |
5,805 |
|
HARBOUR INVESTMENTS INC. |
533 |
- |
2023-12-31 |
12,593 |
$505,000 |
5,149 |
|
Bellwether Advisors LLC |
101 |
- |
2024-03-31 |
8,396 |
$350,000 |
2,396 |
|
Straight Path Wealth Management |
55 |
- |
2024-03-31 |
7,994 |
$334,000 |
113 |
|
Compass Advisory Group LLC |
66 |
- |
2024-03-31 |
6,790 |
$283,000 |
363 |
|
HAZLETT BURT & WATSON INC. |
158 |
- |
2024-03-31 |
5,220 |
$219,000 |
1,672 |
|
Castleview Partners LLC |
215 |
- |
2024-03-31 |
3,394 |
$142,000 |
1,577 |
|
Steward Partners Investment Advisory LLC |
1600 |
- |
2024-03-31 |
3,252 |
$136,000 |
1,158 |
|
J P MORGAN CHASE & CO |
4424 |
- |
2024-03-31 |
2,734 |
$114,000 |
141 |
|
|
40 Records found
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1
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