|
Institutional
Holders
Total
Institutions:
|
85 9 |
|
Total
shares held :
|
11,749,921 |
|
% of shares
held :
|
13.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
Amount
of shares held :
|
1,433,676 |
|
% of shares
held change :
|
1.59% |
|
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 |
278 |
- |
2024-03-31 |
3,567,087 |
$114,825,000 |
163,328 |
|
CWM LLC |
175 |
- |
2024-03-31 |
740,674 |
$23,842,000 |
21,105 |
|
Goss Wealth Management LLC |
101 |
- |
2024-03-31 |
738,724 |
$23,780,000 |
65,304 |
|
JANE STREET GROUP LLC |
477 |
- |
2024-03-31 |
643,561 |
$20,716,000 |
369,045 |
|
TriaGen Wealth Management LLC |
1 |
- |
2024-03-31 |
459,553 |
$14,793,000 |
156,961 |
|
Goldstein Advisors LLC |
13 |
- |
2024-03-31 |
449,135 |
$14,458,000 |
30,663 |
|
Cetera Investment Advisers |
626 |
- |
2024-03-31 |
346,712 |
$11,161,000 |
333,490 |
|
FINANCIAL NETWORK |
389 |
- |
2024-03-31 |
298,335 |
$9,603,000 |
119,430 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
115 |
- |
2024-03-31 |
295,486 |
$9,512,000 |
69,346 |
|
Vickerman Investment Advisors Inc. |
8 |
- |
2024-03-31 |
295,100 |
$9,499,000 |
706 |
|
LMG Wealth Partners LLC |
22 |
- |
2024-03-31 |
199,156 |
$6,411,000 |
17,348 |
|
MARINER WEALTH ADVISORS, LLC |
650 |
- |
2024-03-31 |
193,322 |
$6,223,000 |
7,622 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
519 |
- |
2024-03-31 |
187,899 |
$6,048,000 |
164,560 |
|
Smart Money Group LLC |
15 |
- |
2024-03-31 |
179,576 |
$5,597,000 |
14,477 |
|
Koshinski Asset Management Inc. |
31 |
- |
2024-03-31 |
173,577 |
$5,587,000 |
173,577 |
|
JANNEY MONTGOMERY SCOTT LLC |
746 |
- |
2024-03-31 |
163,176 |
$5,253,000 |
77,415 |
|
TITLEIST ASSET MANAGEMENT LLC |
31 |
- |
2024-03-31 |
149,248 |
$4,804,000 |
6,061 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
770 |
- |
2024-03-31 |
148,569 |
$4,782,000 |
89,734 |
|
ENVESTNET ASSET MANAGEMENT INC |
2031 |
- |
2024-03-31 |
142,855 |
$4,599,000 |
108,587 |
|
Owen LaRue LLC |
12 |
- |
2024-03-31 |
129,296 |
$4,162,000 |
52,040 |
|
Private Advisor Group LLC |
520 |
- |
2024-03-31 |
128,194 |
$4,127,000 |
451 |
|
FLAGSHIP HARBOR ADVISORS LLC |
88 |
- |
2024-03-31 |
123,538 |
$3,977,000 |
97,673 |
|
BANK OF AMERICA CORP /DE/ |
3280 |
- |
2024-03-31 |
101,465 |
$3,266,000 |
23,783 |
|
Royal Fund Management LLC |
102 |
- |
2024-03-31 |
88,617 |
$2,854,000 |
15,103 |
|
RAYMOND JAMES & ASSOCIATES |
2003 |
- |
2024-03-31 |
78,686 |
$2,533,000 |
41,986 |
|
Atria Wealth Solutions Inc. |
573 |
- |
2024-03-31 |
73,956 |
$2,381,000 |
21,206 |
|
STIFEL FINANCIAL CORP |
1667 |
- |
2024-03-31 |
66,586 |
$2,143,000 |
4,919 |
|
Change Path LLC |
240 |
- |
2024-03-31 |
57,787 |
$1,860,000 |
28,627 |
|
MULTIFINANCIAL SECURITIES CORP |
1080 |
- |
2024-03-31 |
36,476 |
$1,174,000 |
28,757 |
|
OxenFree Capital LLC |
21 |
- |
2024-03-31 |
29,072 |
$936,000 |
1,811 |
|
CITADEL ADVISORS LLC |
3227 |
- |
2024-03-31 |
26,443 |
$851,000 |
26,443 |
|
Cornerstone Wealth Management LLC |
271 |
- |
2024-03-31 |
20,898 |
$673,000 |
4,573 |
|
Whitaker-Myers Wealth Managers LTD. |
53 |
- |
2024-03-31 |
18,792 |
$605,000 |
871 |
|
Birchcreek Wealth Management LLC |
74 |
- |
2024-03-31 |
18,590 |
$598,000 |
1,920 |
|
Southland Equity Partners LLC |
83 |
- |
2024-03-31 |
18,209 |
$586,000 |
1,869 |
|
HARBOUR INVESTMENTS INC. |
495 |
- |
2023-12-31 |
18,714 |
$575,000 |
15,985 |
|
Steward Partners Investment Advisory LLC |
1016 |
- |
2024-03-31 |
17,003 |
$547,000 |
15,251 |
|
BANK OF NEW YORK MELLON CORP |
3567 |
- |
2024-03-31 |
12,330 |
$397,000 |
2,310 |
|
Empower Advisory Group LLC |
358 |
- |
2024-03-31 |
11,548 |
$372,000 |
59 |
|
Visionary Wealth Advisors |
375 |
- |
2024-03-31 |
11,520 |
$371,000 |
1,088 |
|
J P MORGAN CHASE & CO |
4054 |
- |
2024-03-31 |
8,460 |
$272,000 |
2,911 |
|
RAYMOND JAMES TRUST CO |
1044 |
- |
2024-03-31 |
8,255 |
$266,000 |
1,467 |
|
H D Vest Advisory Services |
1426 |
- |
2024-03-31 |
7,392 |
$238,000 |
5 |
|
PRIVATE TRUST CO NA |
625 |
- |
2024-03-31 |
6,648 |
$214,000 |
1,746 |
|
ROYAL BANK OF CANADA |
4480 |
- |
2024-03-31 |
3,888 |
$125,000 |
177 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
197 |
- |
2024-03-31 |
2,220 |
$71,000 |
57 |
|
Capital Analysts Inc. |
795 |
- |
2024-03-31 |
670 |
$22,000 |
670 |
|
PRINCIPAL SECURITIES INC. |
1962 |
- |
2024-03-31 |
646 |
$21,000 |
12 |
|
|
48 Records found
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1
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