|
Institutional
Holders
Total
Institutions:
|
80 20 |
|
Total
shares held :
|
9,152,436 |
|
% of shares
held :
|
10.17% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
Amount
of shares held :
|
3,838,559 |
|
% of shares
held change :
|
4.27% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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 |
670 |
- |
2024-03-31 |
1,323,095 |
$35,776,000 |
466,270 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
403 |
- |
2024-03-31 |
969,746 |
$26,222,000 |
192,533 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
363 |
- |
2024-03-31 |
593,647 |
$16,052,000 |
479,935 |
|
Winch Advisory Services LLC |
10 |
- |
2024-03-31 |
552,505 |
$14,940,000 |
267,257 |
|
LINCOLN NATIONAL CORP |
70 |
- |
2024-03-31 |
543,425 |
$14,694,000 |
120,438 |
|
ENVESTNET ASSET MANAGEMENT INC |
1371 |
- |
2024-03-31 |
473,833 |
$12,812,000 |
73,799 |
|
UBS Group AG |
1479 |
- |
2024-03-31 |
451,959 |
$12,221,000 |
304,612 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
807 |
- |
2024-03-31 |
363,565 |
$9,831,000 |
322,782 |
|
ROYAL BANK OF CANADA |
1505 |
- |
2024-03-31 |
356,189 |
$9,631,000 |
105,512 |
|
Cetera Investment Advisers |
719 |
- |
2024-03-31 |
320,165 |
$8,657,000 |
275,301 |
|
VALMARK ADVISERS INC |
66 |
- |
2024-03-31 |
314,757 |
$8,511,000 |
96,798 |
|
ST GERMAIN D J CO INC |
76 |
- |
2024-03-31 |
270,024 |
$7,301,000 |
12,412 |
|
Atria Wealth Solutions Inc. |
287 |
- |
2024-03-31 |
228,318 |
$6,197,000 |
48,221 |
|
FINANCIAL NETWORK |
541 |
- |
2024-03-31 |
228,172 |
$6,170,000 |
133,526 |
|
RAYMOND JAMES & ASSOCIATES |
1466 |
- |
2024-03-31 |
218,537 |
$5,909,000 |
45,090 |
|
Souders Financial Advisors |
31 |
- |
2024-03-31 |
211,398 |
$5,716,000 |
18,975 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
220 |
- |
2024-03-31 |
177,267 |
$4,793,000 |
15,950 |
|
PFG FINANCIAL ADVISORS |
37 |
- |
2024-03-31 |
176,505 |
$4,773,000 |
9,850 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
841 |
- |
2024-03-31 |
155,573 |
$4,207,000 |
27,773 |
|
HARBOUR INVESTMENTS INC. |
111 |
- |
2023-12-31 |
149,193 |
$4,027,000 |
106,490 |
|
Swisher Financial Concepts Inc. |
13 |
- |
2024-03-31 |
131,505 |
$3,520,000 |
41,987 |
|
MML INVESTORS SERVICES LLC |
793 |
- |
2024-03-31 |
128,566 |
$3,476,000 |
17,719 |
|
Total Clarity Wealth Management Inc. |
29 |
- |
2024-03-31 |
89,745 |
$2,427,000 |
38,903 |
|
J P MORGAN CHASE & CO |
2883 |
- |
2024-03-31 |
88,656 |
$2,397,000 |
84,388 |
|
OLD MISSION CAPITAL LLC |
209 |
- |
2024-03-31 |
86,993 |
$2,352,000 |
86,993 |
|
Integrated Wealth Concepts LLC |
469 |
- |
2024-03-31 |
85,659 |
$2,316,000 |
14,314 |
|
Confluence Wealth Services Inc. |
66 |
- |
2024-03-31 |
82,885 |
$2,241,000 |
1,349 |
|
MULTIFINANCIAL SECURITIES CORP |
785 |
- |
2024-03-31 |
78,179 |
$2,114,000 |
55,037 |
|
STIFEL FINANCIAL CORP |
1686 |
- |
2024-03-31 |
77,154 |
$2,086,000 |
26,761 |
|
Sigma Planning Corp |
303 |
- |
2024-03-31 |
76,921 |
$2,080,000 |
50,346 |
|
DAVENPORT & CO LLC |
431 |
- |
2024-03-31 |
76,223 |
$2,061,000 |
10,062 |
|
Trilogy Capital Inc. |
134 |
- |
2024-03-31 |
75,836 |
$2,051,000 |
26,567 |
|
WELLS FARGO & CO/MN |
2775 |
- |
2024-03-31 |
53,486 |
$1,446,000 |
53,485 |
|
Pillar Wealth Advisors LLC |
22 |
- |
2024-03-31 |
51,543 |
$1,394,000 |
649 |
|
SILVER OAK SECURITIES Inc |
113 |
- |
2024-03-31 |
49,893 |
$1,349,000 |
23,284 |
|
Kestra Advisory Services LLC |
1068 |
- |
2024-03-31 |
48,726 |
$1,318,000 |
25,158 |
|
Private Advisor Group LLC |
1065 |
- |
2024-03-31 |
45,087 |
$1,219,000 |
13,924 |
|
Inspire Advisors LLC |
83 |
- |
2024-03-31 |
41,122 |
$1,112,000 |
4,640 |
|
Lodestone Wealth Management LLC |
58 |
- |
2024-03-31 |
40,500 |
$1,095,000 |
29,408 |
|
Goss Wealth Management LLC |
996 |
- |
2024-03-31 |
35,951 |
$972,000 |
1,973 |
|
JANNEY MONTGOMERY SCOTT LLC |
1584 |
- |
2024-03-31 |
32,207 |
$871,000 |
9,900 |
|
MARINER WEALTH ADVISORS, LLC |
1654 |
- |
2024-03-31 |
30,292 |
$819,000 |
4,767 |
|
Ausdal Financial Partners Inc. |
201 |
- |
2024-03-31 |
28,767 |
$778,000 |
27 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
325 |
- |
2024-03-31 |
26,436 |
$715,000 |
12,391 |
|
Capital Planning LLC |
49 |
- |
2024-03-31 |
25,045 |
$680,000 |
1,909 |
|
CAPTRUST FINANCIAL ADVISORS |
1338 |
- |
2024-03-31 |
24,656 |
$667,000 |
259 |
|
WealthCare Investment Partners LLC |
72 |
- |
2024-03-31 |
21,900 |
$592,000 |
213 |
|
WESPAC ADVISORS, LLC |
100 |
- |
2024-03-31 |
20,519 |
$555,000 |
12,513 |
|
Kingsview Wealth Management LLC |
700 |
- |
2024-03-31 |
15,808 |
$427,000 |
5,388 |
|
WETHERBY ASSET MANAGEMENT INC |
614 |
- |
2024-03-31 |
15,562 |
$421,000 |
5,862 |
|
HIGHTOWER ADVISORS, LLC |
2551 |
- |
2024-03-31 |
12,339 |
$334,000 |
182 |
|
SEAMOUNT FINANCIAL GROUP INC |
73 |
- |
2024-03-31 |
11,611 |
$314,000 |
1,868 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
333 |
- |
2024-03-31 |
11,195 |
$303,000 |
1,822 |
|
PRINCIPAL SECURITIES INC. |
890 |
- |
2024-03-31 |
10,050 |
$272,000 |
600 |
|
Bond & Devick Financial Network Inc. |
123 |
- |
2024-03-31 |
9,972 |
$270,000 |
2,123 |
|
McGlone Suttner Wealth Management Inc. |
153 |
- |
2024-03-31 |
8,413 |
$227,000 |
24 |
|
ICA Group Wealth Management LLC |
392 |
- |
2024-03-31 |
3,763 |
$102,000 |
650 |
|
FinTrust Capital Advisors LLC |
410 |
- |
2024-03-31 |
3,000 |
$81,000 |
2,773 |
|
PRIVATE TRUST CO NA |
943 |
- |
2024-03-31 |
2,967 |
$80,000 |
2,041 |
|
COMERICA BANK |
2710 |
- |
2024-03-31 |
2,100 |
$57,000 |
1,500 |
|
Steward Partners Investment Advisory LLC |
2187 |
- |
2024-03-31 |
1,543 |
$42,000 |
434 |
|
|
61 Records found
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1
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