| |
Institutional
Holders
Total
Institutions:
 |
131  0 |
|
|
Total
shares held :
|
11,699,139 |
|
|
% of shares
held :
|
9.07% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -29 |
|
|
Amount
of shares held :
|
-1,359,148 |
|
|
% of shares
held change :
|
-1.05% |
|
| 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 |
  ARGI INVESTMENT SERVICES, LLC |
9 |
- |
2022-12-31 |
2,056,509 |
$84,399,000 |
160,860 |
|
| STRATEGIC INVESTMENT ADVISORS, INC |
6 |
- |
2024-03-31 |
1,712,589 |
$76,279,000 |
95,758 |
|
| FMR LLC |
1310 |
- |
2024-03-31 |
1,148,374 |
$51,149,000 |
1,033,876 |
|
| MORGAN STANLEY |
2240 |
- |
2024-03-31 |
672,111 |
$29,936,000 |
13,403 |
|
| Dynamic Advisors Solutions LLC |
45 |
- |
2024-03-31 |
326,948 |
$14,562,000 |
14,917 |
|
| BSC PRIVATE WEALTH MANAGEMENT LLC |
19 |
- |
2024-03-31 |
300,945 |
$13,404,000 |
7,125 |
|
| PURE FINANCIAL ADVISORS, INC. |
45 |
- |
2024-03-31 |
290,759 |
$12,950,000 |
29,221 |
|
| RAYMOND JAMES & ASSOCIATES |
1031 |
- |
2024-03-31 |
282,434 |
$12,580,000 |
16,550 |
|
| SageView Advisory Group LLC |
40 |
- |
2024-03-31 |
130,532 |
$6,735,000 |
124,688 |
|
| Foundations Investment Advisors LLC |
105 |
- |
2024-03-31 |
149,177 |
$6,644,000 |
4,709 |
|
| Equitable Holdings Inc. |
208 |
- |
2024-03-31 |
138,322 |
$6,161,000 |
5,170 |
|
| BANK OF AMERICA CORP /DE/ |
3000 |
- |
2024-03-31 |
106,730 |
$4,754,000 |
9,135 |
|
| LPL FINANCIAL CORP |
1903 |
- |
2024-03-31 |
94,565 |
$4,212,000 |
699 |
|
| Kingsview Wealth Management LLC |
211 |
- |
2024-03-31 |
80,947 |
$3,605,000 |
28,177 |
|
| ARQ WEALTH ADVISORS LLC |
19 |
- |
2023-12-31 |
74,703 |
$3,202,000 |
9,209 |
|
| HIGHTOWER ADVISORS, LLC |
1331 |
- |
2024-03-31 |
51,719 |
$2,318,000 |
902 |
|
| PFG Advisors |
166 |
- |
2024-03-31 |
45,831 |
$2,041,000 |
5,419 |
|
| Beirne Wealth Consulting Services LLC |
29 |
- |
2024-03-31 |
36,744 |
$1,637,000 |
391 |
|
| MARINER WEALTH ADVISORS, LLC |
1347 |
- |
2024-03-31 |
28,769 |
$1,281,000 |
1,932 |
|
| Kestra Advisory Services LLC |
1212 |
- |
2024-03-31 |
23,310 |
$1,038,000 |
370 |
|
| Cedar Brook Financial Partners LLC |
125 |
- |
2024-03-31 |
21,817 |
$972,000 |
935 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1159 |
- |
2024-03-31 |
14,071 |
$627,000 |
458 |
|
| Merit Financial Group LLC |
545 |
- |
2024-03-31 |
12,024 |
$556,000 |
1,355 |
|
| REGAL INVESTMENT ADVISORS, LLC |
397 |
- |
2024-03-31 |
9,187 |
$409,000 |
356 |
|
| BOURGEON CAPITAL MANAGEMENT LLC |
89 |
- |
2024-03-31 |
8,739 |
$389,000 |
404 |
|
| J.W. COLE ADVISORS INC. |
716 |
- |
2024-03-31 |
6,153 |
$274,000 |
225 |
|
| FINANCIAL NETWORK |
2461 |
- |
2024-03-31 |
5,296 |
$236,000 |
127 |
|
| QRG CAPITAL MANAGEMENT INC. |
1009 |
- |
2024-03-31 |
4,645 |
$207,000 |
4,645 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
974 |
- |
2024-03-31 |
3,673 |
$164,000 |
256 |
|
| COMERICA BANK |
2835 |
- |
2024-03-31 |
814 |
$36,000 |
636 |
|
| BESSEMER GROUP INC |
1397 |
- |
2024-03-31 |
569 |
$26,000 |
6 |
|
| Householder Group Estate & Retirement Specialist L |
693 |
- |
2024-03-31 |
410 |
$18,000 |
297 |
|
| Castleview Partners LLC |
623 |
- |
2024-03-31 |
105 |
$5,000 |
105 |
|
|
33 Records found
|
1
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