|
Institutional
Holders
Total
Institutions:
|
158 4 |
|
Total
shares held :
|
7,087,038 |
|
% of shares
held :
|
7.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-30,595 |
|
% of shares
held change :
|
-0.03% |
|
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 |
937 |
- |
2024-03-31 |
686,592 |
$20,426,000 |
81,283 |
|
MORGAN STANLEY |
2734 |
- |
2024-03-31 |
640,860 |
$19,066,000 |
138,024 |
|
PNC FINANCIAL SERVICES GROUP INC |
435 |
- |
2024-03-31 |
517,560 |
$15,397,000 |
6,262 |
|
BANK OF AMERICA CORP /DE/ |
2138 |
- |
2024-03-31 |
511,298 |
$15,211,000 |
147,587 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
610 |
- |
2024-03-31 |
362,426 |
$10,782,000 |
29,790 |
|
Kestra Advisory Services LLC |
379 |
- |
2024-03-31 |
261,376 |
$7,776,000 |
15,607 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
10 |
- |
2024-03-31 |
211,299 |
$6,286,000 |
29,409 |
|
ROYAL BANK OF CANADA |
1826 |
- |
2024-03-31 |
187,974 |
$5,593,000 |
60,870 |
|
TAP Consulting LLC |
26 |
- |
2024-03-31 |
153,942 |
$4,580,000 |
105,952 |
|
Biltmore Family Office LLC |
18 |
- |
2024-03-31 |
153,024 |
$4,552,000 |
28,451 |
|
Change Path LLC |
118 |
- |
2024-03-31 |
146,809 |
$4,368,000 |
62,451 |
|
ENVESTNET ASSET MANAGEMENT INC |
2102 |
- |
2024-03-31 |
138,716 |
$4,127,000 |
18,342 |
|
RAYMOND JAMES & ASSOCIATES |
1716 |
- |
2024-03-31 |
137,592 |
$4,093,000 |
14,572 |
|
HIGHTOWER ADVISORS, LLC |
1096 |
- |
2024-03-31 |
122,867 |
$3,619,000 |
32,631 |
|
Advisor Group Holdings Inc. |
1346 |
- |
2024-03-31 |
108,710 |
$3,234,000 |
50,355 |
|
CITADEL ADVISORS LLC |
2237 |
- |
2024-03-31 |
82,113 |
$2,443,000 |
77,583 |
|
Farrow Financial Inc. |
18 |
- |
2024-03-31 |
81,378 |
$2,421,000 |
3,828 |
|
MULTIFINANCIAL SECURITIES CORP |
754 |
- |
2024-03-31 |
76,838 |
$2,286,000 |
67,784 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
771 |
- |
2024-03-31 |
72,590 |
$2,160,000 |
19,725 |
|
Pinnacle Wealth Management Group Inc. |
22 |
- |
2024-03-31 |
69,635 |
$2,072,000 |
823 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1755 |
- |
2024-03-31 |
68,805 |
$2,047,000 |
3,245 |
|
CIBC WORLD MARKETS INC. |
581 |
- |
2024-03-31 |
67,776 |
$2,016,000 |
59,340 |
|
MML INVESTORS SERVICES LLC |
1069 |
- |
2024-03-31 |
63,011 |
$1,875,000 |
5,538 |
|
JANE STREET GROUP LLC |
2495 |
- |
2024-03-31 |
54,491 |
$1,621,000 |
31,850 |
|
FINANCIAL NETWORK |
1185 |
- |
2024-03-31 |
49,644 |
$1,477,000 |
3,110 |
|
Ratio Wealth Group |
46 |
- |
2024-03-31 |
43,391 |
$1,291,000 |
2,760 |
|
UBS Group AG |
3421 |
- |
2024-03-31 |
39,833 |
$1,185,000 |
6,470 |
|
AMERIPRISE FINANCIAL INC |
3024 |
- |
2024-03-31 |
39,650 |
$1,180,000 |
32,366 |
|
Phoenix Wealth Advisors |
56 |
- |
2024-03-31 |
25,260 |
$751,000 |
5,994 |
|
NCM Capital Management LLC |
69 |
- |
2024-03-31 |
23,469 |
$698,000 |
836 |
|
STIFEL FINANCIAL CORP |
2410 |
- |
2024-03-31 |
23,167 |
$689,000 |
606 |
|
Equitable Holdings Inc. |
756 |
- |
2024-03-31 |
19,602 |
$583,000 |
5,119 |
|
Guardian Asset Advisors LLC |
50 |
- |
2024-03-31 |
17,453 |
$519,000 |
1,194 |
|
Private Advisor Group LLC |
1517 |
- |
2024-03-31 |
16,691 |
$497,000 |
1,005 |
|
OROURKE & COMPANY Inc |
77 |
- |
2024-03-31 |
15,815 |
$471,000 |
1,703 |
|
HAZLETT BURT & WATSON INC. |
77 |
- |
2024-03-31 |
14,609 |
$435,000 |
14,248 |
|
Camden Capital LLC |
222 |
- |
2024-03-31 |
11,687 |
$348,000 |
13 |
|
Greystone Financial Group LLC |
99 |
- |
2024-03-31 |
11,010 |
$328,000 |
189 |
|
FourThought Financial Partners LLC |
244 |
- |
2024-03-31 |
10,762 |
$320,000 |
12 |
|
EQIS CAPITAL MANAGEMENT, INC. |
630 |
- |
2024-03-31 |
9,480 |
$282,000 |
2,536 |
|
WealthCare Investment Partners LLC |
118 |
- |
2024-03-31 |
8,836 |
$263,000 |
73 |
|
QUANTITATIVE ADVANTAGE LLC |
109 |
- |
2023-03-31 |
10,720 |
$251,000 |
32 |
|
FRANKLIN RESOURCES INC |
2427 |
- |
2024-03-31 |
7,621 |
$227,000 |
9 |
|
ADVISORY SERVICES NETWORK, LLC |
1275 |
- |
2024-03-31 |
7,603 |
$226,000 |
4,232 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
305 |
- |
2024-03-31 |
7,567 |
$225,000 |
28 |
|
Delta Financial Group Inc. |
214 |
- |
2024-03-31 |
7,208 |
$214,000 |
50 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
409 |
- |
2024-03-31 |
7,070 |
$210,000 |
1,300 |
|
Parallel Advisors LLC |
968 |
- |
2024-03-31 |
5,108 |
$152,000 |
62 |
|
COMERICA BANK |
2492 |
- |
2024-03-31 |
3,800 |
$113,000 |
2 |
|
Founders Financial Alliance LLC |
321 |
- |
2024-03-31 |
3,307 |
$98,000 |
3 |
|
Goss Wealth Management LLC |
2101 |
- |
2024-03-31 |
2,859 |
$85,000 |
84 |
|
HARBOUR INVESTMENTS INC. |
1209 |
- |
2023-12-31 |
2,833 |
$83,000 |
683 |
|
Geneos Wealth Management Inc. |
949 |
- |
2024-03-31 |
2,429 |
$72,000 |
362 |
|
Covestor Ltd |
755 |
- |
2024-03-31 |
2,264 |
$67,000 |
13 |
|
ANCORA ADVISORS, LLC |
925 |
- |
2024-03-31 |
1,530 |
$46,000 |
75 |
|
AllSquare Wealth Management LLC |
333 |
- |
2024-03-31 |
552 |
$16,000 |
200 |
|
FMR LLC |
3986 |
- |
2024-03-31 |
469 |
$14,000 |
391 |
|
Planning Capital Management Corp |
412 |
- |
2024-03-31 |
368 |
$11,000 |
358 |
|
PRINCIPAL SECURITIES INC. |
2300 |
- |
2024-03-31 |
320 |
$10,000 |
150 |
|
Steward Financial Group LLC |
841 |
- |
2023-09-30 |
142 |
$3,000 |
142 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
646 |
- |
2024-03-31 |
54 |
$2,000 |
8 |
|
Householder Group Estate & Retirement Specialist L |
1124 |
- |
2024-03-31 |
33 |
$1,000 |
8 |
|
US BANCORP |
3943 |
- |
2024-03-31 |
10 |
$0 |
10 |
|
|
63 Records found
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1
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