|
Institutional
Holders
Total
Institutions:
|
85 14 |
|
Total
shares held :
|
10,750,851 |
|
% of shares
held :
|
11.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
36 |
|
Amount
of shares held :
|
2,229,446 |
|
% of shares
held change :
|
2.48% |
|
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 |
J P MORGAN CHASE & CO |
973 |
- |
2024-03-31 |
2,043,980 |
$78,632,000 |
84,498 |
|
Goodwin Investment Advisory |
1 |
- |
2024-03-31 |
1,831,239 |
$70,448,000 |
48,361 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
252 |
- |
2024-03-31 |
1,136,242 |
$43,711,000 |
220,071 |
|
MML INVESTORS SERVICES LLC |
142 |
- |
2024-03-31 |
1,028,043 |
$39,549,000 |
24,134 |
|
BANK OF AMERICA CORP /DE/ |
1469 |
- |
2024-03-31 |
968,310 |
$37,251,000 |
404,434 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
424 |
- |
2024-03-31 |
585,962 |
$22,542,000 |
80,010 |
|
Kestra Advisory Services LLC |
154 |
- |
2024-03-31 |
507,779 |
$19,534,000 |
29,476 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
82 |
- |
2024-03-31 |
330,551 |
$12,716,000 |
179,105 |
|
ENVESTNET ASSET MANAGEMENT INC |
1434 |
- |
2024-03-31 |
300,996 |
$11,579,000 |
147,901 |
|
MV Capital Management Inc. |
21 |
- |
2024-03-31 |
298,092 |
$11,468,000 |
4,840 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
413 |
- |
2024-03-31 |
291,545 |
$11,216,000 |
19,593 |
|
Cetera Investment Advisers |
700 |
- |
2024-03-31 |
237,193 |
$9,125,000 |
162,130 |
|
UBS Group AG |
1719 |
- |
2024-03-31 |
219,286 |
$8,436,000 |
36,505 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
489 |
- |
2024-03-31 |
186,989 |
$7,193,000 |
18,183 |
|
Per Stirling Capital Management LLC. |
27 |
- |
2024-03-31 |
172,773 |
$6,647,000 |
95,703 |
|
H D Vest Advisory Services |
304 |
- |
2024-03-31 |
129,983 |
$5,000,000 |
20,066 |
|
MULTIFINANCIAL SECURITIES CORP |
471 |
- |
2024-03-31 |
127,173 |
$4,892,000 |
109,770 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
138 |
- |
2024-03-31 |
123,746 |
$4,761,000 |
1,500 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
703 |
- |
2024-03-31 |
110,926 |
$4,267,000 |
14,721 |
|
FINANCIAL NETWORK |
695 |
- |
2024-03-31 |
109,550 |
$4,214,000 |
19,482 |
|
Traynor Capital Management Inc. |
48 |
- |
2024-03-31 |
89,355 |
$3,437,000 |
7,590 |
|
MARSHALL WACE LLP |
1050 |
- |
2024-03-31 |
74,060 |
$2,849,000 |
22,836 |
|
Sigma Planning Corp |
238 |
- |
2024-03-31 |
67,551 |
$2,599,000 |
46,622 |
|
CAROLINAS WEALTH CONSULTING LLC |
38 |
- |
2024-03-31 |
56,671 |
$2,180,000 |
1,160 |
|
LINCOLN NATIONAL CORP |
347 |
- |
2024-03-31 |
48,534 |
$1,867,000 |
20,177 |
|
Private Advisor Group LLC |
847 |
- |
2024-03-31 |
48,172 |
$1,853,000 |
12,823 |
|
ROYAL BANK OF CANADA |
2576 |
- |
2024-03-31 |
47,149 |
$1,814,000 |
25,158 |
|
FIRST HEARTLAND CONSULTANTS INC |
125 |
- |
2024-03-31 |
43,339 |
$1,667,000 |
1,210 |
|
WCG Wealth Advisors LLC |
137 |
- |
2024-03-31 |
42,950 |
$1,652,000 |
32,311 |
|
CWM LLC |
673 |
- |
2024-03-31 |
41,839 |
$1,610,000 |
41,659 |
|
J.W. COLE ADVISORS INC. |
252 |
- |
2024-03-31 |
40,624 |
$1,563,000 |
12,278 |
|
ADELL HARRIMAN & CARPENTER INC |
96 |
- |
2024-03-31 |
32,890 |
$1,265,000 |
624 |
|
ESSEX FINANCIAL SERVICES INC |
192 |
- |
2024-03-31 |
28,678 |
$1,103,000 |
17,900 |
|
Sunbelt Securities Inc. |
170 |
- |
2024-03-31 |
28,491 |
$1,096,000 |
4,554 |
|
Meridian Wealth Management LLC |
88 |
- |
2024-03-31 |
28,316 |
$1,089,000 |
316 |
|
CITADEL ADVISORS LLC |
2991 |
- |
2024-03-31 |
28,033 |
$1,078,000 |
4,271 |
|
McGlone Suttner Wealth Management Inc. |
60 |
- |
2024-03-31 |
25,199 |
$969,000 |
2,420 |
|
Capital Analysts Inc. |
288 |
- |
2024-03-31 |
17,607 |
$677,000 |
16,057 |
|
CRA Financial Services LLC |
104 |
- |
2024-03-31 |
17,126 |
$659,000 |
4,371 |
|
Certified Advisory Corp |
167 |
- |
2024-03-31 |
15,100 |
$581,000 |
543 |
|
CLEAR INVESTMENT RESEARCH LLC |
30 |
- |
2024-03-31 |
14,369 |
$553,000 |
13,645 |
|
AVAII WEALTH MANAGEMENT LLC |
57 |
- |
2024-03-31 |
14,061 |
$541,000 |
543 |
|
TANDEM CAPITAL MANAGEMENT CORP /ADV |
82 |
- |
2024-03-31 |
13,510 |
$520,000 |
150 |
|
LJI Wealth Management LLC |
79 |
- |
2024-03-31 |
13,014 |
$501,000 |
319 |
|
Orion Portfolio Solutions LLC |
1301 |
- |
2024-03-31 |
11,780 |
$453,000 |
2,106 |
|
Kerntke Otto McGlone Wealth Management Group |
43 |
- |
2024-03-31 |
10,552 |
$406,000 |
1,790 |
|
FMR LLC |
2638 |
- |
2024-03-31 |
10,395 |
$400,000 |
4,068 |
|
Goss Wealth Management LLC |
1481 |
- |
2024-03-31 |
10,080 |
$388,000 |
2,682 |
|
CAPTRUST FINANCIAL ADVISORS |
1647 |
- |
2024-03-31 |
9,634 |
$371,000 |
3,000 |
|
Investment Advisory Group LLC |
108 |
- |
2024-03-31 |
8,881 |
$342,000 |
851 |
|
GTS SECURITIES LLC |
1014 |
- |
2024-03-31 |
7,429 |
$286,000 |
7,429 |
|
HARBOR INVESTMENT ADVISORY LLC |
299 |
- |
2024-03-31 |
6,850 |
$264,000 |
700 |
|
PRINCIPAL SECURITIES INC. |
1302 |
- |
2024-03-31 |
2,367 |
$91,000 |
40 |
|
MARK SHEPTOFF FINANCIAL PLANNING LLC |
153 |
- |
2024-03-31 |
1,786 |
$69,000 |
443 |
|
IFP Advisors Inc |
1766 |
- |
2023-12-31 |
825 |
$27,000 |
7 |
|
Global Financial Private Client LLC |
441 |
- |
2024-03-31 |
305 |
$12,000 |
58 |
|
McClarren Financial Advisors Inc. |
203 |
- |
2024-03-31 |
39 |
$4,000 |
27 |
|
|
57 Records found
|
1
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