|
Institutional
Holders
Total
Institutions:
|
106 6 |
|
Total
shares held :
|
22,524,539 |
|
% of shares
held :
|
32.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
Amount
of shares held :
|
-54,011 |
|
% of shares
held change :
|
-0.08% |
|
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 |
One Capital Management LLC |
4 |
- |
2024-03-31 |
2,404,591 |
$91,519,000 |
67,675 |
|
BANK OF AMERICA CORP /DE/ |
958 |
- |
2024-03-31 |
2,371,829 |
$90,272,000 |
86,610 |
|
Hennion & Walsh Asset Management Inc. |
2 |
- |
2024-03-31 |
1,265,044 |
$48,148,000 |
104,543 |
|
SPC FINANCIAL, INC. |
4 |
- |
2024-03-31 |
961,455 |
$36,593,000 |
19,543 |
|
Garrett Investment Advisors LLC |
4 |
- |
2024-03-31 |
740,826 |
$28,196,000 |
73,176 |
|
UBS Group AG |
1216 |
- |
2024-03-31 |
508,351 |
$19,348,000 |
154,410 |
|
Cetera Investment Advisers |
538 |
- |
2024-03-31 |
358,117 |
$13,630,000 |
262,065 |
|
Revolve Wealth Partners LLC |
14 |
- |
2024-03-31 |
318,721 |
$12,131,000 |
57,489 |
|
ENVESTNET ASSET MANAGEMENT INC |
1416 |
- |
2024-03-31 |
313,323 |
$11,925,000 |
16,316 |
|
FINANCIAL NETWORK |
393 |
- |
2024-03-31 |
245,976 |
$9,362,000 |
23,526 |
|
INVENIO WEALTH PARTNERS LLC |
5 |
- |
2024-03-31 |
239,478 |
$9,115,000 |
54,624 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
860 |
- |
2024-03-31 |
225,019 |
$8,564,000 |
16,189 |
|
OLD MISSION CAPITAL LLC |
75 |
- |
2024-03-31 |
209,680 |
$7,980,000 |
60,278 |
|
Private Advisor Group LLC |
416 |
- |
2024-03-31 |
150,638 |
$5,733,000 |
52,638 |
|
Premier Path Wealth Partners LLC |
24 |
- |
2024-03-31 |
122,425 |
$4,669,000 |
25,356 |
|
Golden State Equity Partners |
16 |
- |
2023-12-31 |
124,882 |
$4,529,000 |
9,602 |
|
Financial Advocates Investment Management |
91 |
- |
2024-03-31 |
117,852 |
$4,485,000 |
7,987 |
|
MULTIFINANCIAL SECURITIES CORP |
539 |
- |
2024-03-31 |
103,604 |
$3,943,000 |
87,830 |
|
BOSTON FINANCIAL MANGEMENT INC /MA |
111 |
- |
2024-03-31 |
99,377 |
$3,782,000 |
7,466 |
|
FFG RETIREMENT ADVISORS LLC |
15 |
- |
2024-03-31 |
82,420 |
$3,137,000 |
1,613 |
|
TSFG LLC |
31 |
- |
2024-03-31 |
82,221 |
$3,129,000 |
77,657 |
|
DAVIDSON D A & CO |
415 |
- |
2024-03-31 |
81,193 |
$3,090,000 |
7,490 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
811 |
- |
2024-03-31 |
77,449 |
$2,948,000 |
22,198 |
|
Occidental Asset Management LLC |
65 |
- |
2024-03-31 |
65,297 |
$2,485,000 |
1,362 |
|
ATRIA INVESTMENTS LLC |
604 |
- |
2024-03-31 |
59,219 |
$2,254,000 |
22,977 |
|
Sharkey Howes & Javer |
50 |
- |
2024-03-31 |
54,858 |
$2,088,000 |
10,791 |
|
Capital Analysts Inc. |
166 |
- |
2024-03-31 |
52,716 |
$2,006,000 |
2,781 |
|
JANNEY MONTGOMERY SCOTT LLC |
1338 |
- |
2024-03-31 |
35,734 |
$1,360,000 |
3,565 |
|
BANK OF NEW YORK MELLON CORP |
3038 |
- |
2024-03-31 |
31,726 |
$1,208,000 |
326 |
|
Per Stirling Capital Management LLC. |
78 |
- |
2024-03-31 |
31,392 |
$1,195,000 |
20 |
|
FSA Advisors Inc. |
20 |
- |
2024-03-31 |
29,664 |
$1,129,000 |
9,523 |
|
Ausdal Financial Partners Inc. |
164 |
- |
2024-03-31 |
28,636 |
$1,090,000 |
13,588 |
|
Princeton Global Asset Management LLC |
91 |
- |
2024-03-31 |
21,316 |
$811,000 |
1,909 |
|
Financial Enhancement Group LLC |
82 |
- |
2024-03-31 |
21,749 |
$793,000 |
430 |
|
OPPENHEIMER & CO INC |
841 |
- |
2024-03-31 |
20,299 |
$773,000 |
577 |
|
Mutual Advisors LLC |
561 |
- |
2024-03-31 |
20,302 |
$773,000 |
369 |
|
CITADEL ADVISORS LLC |
3341 |
- |
2024-03-31 |
19,816 |
$754,000 |
11,577 |
|
Kestra Advisory Services LLC |
1428 |
- |
2024-03-31 |
19,031 |
$724,000 |
9,105 |
|
NBC SECURITIES INC. |
359 |
- |
2024-03-31 |
17,297 |
$658,000 |
4,357 |
|
Mendel Money Management |
77 |
- |
2024-03-31 |
16,963 |
$646,000 |
964 |
|
DOrazio & Associates Inc. |
71 |
- |
2024-03-31 |
16,486 |
$627,000 |
13 |
|
Claro Advisors LLC |
235 |
- |
2024-03-31 |
13,329 |
$507,000 |
224 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
430 |
- |
2024-03-31 |
11,984 |
$456,000 |
2,540 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1160 |
- |
2024-03-31 |
11,341 |
$432,000 |
1,652 |
|
Priebe Wealth Holdings LLC |
36 |
- |
2024-03-31 |
8,850 |
$337,000 |
2,900 |
|
Smartleaf Asset Management LLC |
261 |
- |
2024-03-31 |
7,242 |
$262,000 |
243 |
|
GREAT VALLEY ADVISOR GROUP INC. |
679 |
- |
2024-03-31 |
5,862 |
$223,000 |
312 |
|
Element Wealth LLC |
139 |
- |
2024-03-31 |
5,096 |
$194,000 |
17 |
|
GPS Wealth Strategies Group LLC |
313 |
- |
2024-03-31 |
3,656 |
$139,000 |
81 |
|
Key Financial Inc |
271 |
- |
2024-03-31 |
3,481 |
$132,000 |
653 |
|
FMR LLC |
3110 |
- |
2024-03-31 |
2,715 |
$103,000 |
17 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1803 |
- |
2024-03-31 |
2,530 |
$96,000 |
14 |
|
ICA Group Wealth Management LLC |
630 |
- |
2024-03-31 |
952 |
$36,000 |
229 |
|
|
53 Records found
|
1
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