|
Institutional
Holders
Total
Institutions:
|
142 13 |
|
Total
shares held :
|
4,008,640 |
|
% of shares
held :
|
64.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
50 |
|
Amount
of shares held :
|
604,115 |
|
% of shares
held change :
|
9.74% |
|
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 |
MORGAN STANLEY |
2299 |
- |
2024-03-31 |
824,790 |
$28,332,000 |
50,902 |
|
BANK OF AMERICA CORP /DE/ |
2012 |
- |
2024-03-31 |
526,360 |
$18,080,000 |
121,050 |
|
AMERIPRISE FINANCIAL INC |
1366 |
- |
2024-03-31 |
517,486 |
$17,714,000 |
304,855 |
|
LPL FINANCIAL CORP |
1241 |
- |
2024-03-31 |
334,013 |
$11,473,000 |
21,889 |
|
WHARTON BUSINESS GROUP, LLC |
44 |
- |
2024-03-31 |
230,457 |
$7,916,000 |
24,580 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
934 |
- |
2024-03-31 |
214,825 |
$7,379,000 |
15,505 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
821 |
- |
2024-03-31 |
194,206 |
$6,671,000 |
187,418 |
|
UBS Group AG |
2216 |
- |
2024-03-31 |
139,820 |
$4,803,000 |
26,724 |
|
ROYAL BANK OF CANADA |
2071 |
- |
2024-03-31 |
114,444 |
$3,932,000 |
4,719 |
|
CITADEL ADVISORS LLC |
1896 |
- |
2024-03-31 |
110,014 |
$3,779,000 |
19,421 |
|
MML INVESTORS SERVICES LLC |
761 |
- |
2024-03-31 |
109,945 |
$3,777,000 |
6,839 |
|
Advisor Group Holdings Inc. |
1342 |
- |
2024-03-31 |
94,772 |
$3,255,000 |
674 |
|
Gimbal Financial |
11 |
- |
2024-03-31 |
53,847 |
$1,850,000 |
24,826 |
|
CITIGROUP INC |
1833 |
- |
2024-03-31 |
53,521 |
$1,838,000 |
19,291 |
|
CREATIVE PLANNING |
1007 |
- |
2024-03-31 |
52,681 |
$1,810,000 |
5,301 |
|
ENVESTNET ASSET MANAGEMENT INC |
2731 |
- |
2024-03-31 |
44,454 |
$1,527,000 |
16,079 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1822 |
- |
2024-03-31 |
42,459 |
$1,458,000 |
555 |
|
CORA CAPITAL ADVISORS LLC |
30 |
- |
2024-03-31 |
33,357 |
$1,146,000 |
7,140 |
|
CASCADE INVESTMENT GROUP INC. |
37 |
- |
2024-03-31 |
29,455 |
$1,012,000 |
14,595 |
|
RAYMOND JAMES & ASSOCIATES |
2577 |
- |
2024-03-31 |
28,918 |
$993,000 |
702 |
|
Phoenix Wealth Advisors |
53 |
- |
2024-03-31 |
23,486 |
$807,000 |
11,489 |
|
FINANCIAL NETWORK |
1604 |
- |
2024-03-31 |
23,108 |
$794,000 |
509 |
|
STIFEL FINANCIAL CORP |
2336 |
- |
2024-03-31 |
22,525 |
$774,000 |
15,060 |
|
Kestra Advisory Services LLC |
1410 |
- |
2024-03-31 |
21,763 |
$748,000 |
8,643 |
|
J P MORGAN CHASE & CO |
3638 |
- |
2024-03-31 |
17,272 |
$593,000 |
1,527 |
|
Atria Wealth Solutions Inc. |
1198 |
- |
2024-03-31 |
16,514 |
$567,000 |
1,224 |
|
INSIGNEO ADVISORY SERVICES LLC |
252 |
- |
2024-03-31 |
15,672 |
$538,000 |
3,150 |
|
Consolidated Portfolio Review Corp |
157 |
- |
2024-03-31 |
14,741 |
$506,000 |
1,217 |
|
Stonehage Fleming Financial Services Holdings Ltd |
74 |
- |
2024-03-31 |
15,375 |
$482,000 |
2,875 |
|
Concurrent Investment Advisors LLC |
560 |
- |
2024-03-31 |
13,917 |
$478,000 |
824 |
|
COMERICA BANK |
1956 |
- |
2024-03-31 |
12,135 |
$417,000 |
512 |
|
TSFG LLC |
110 |
- |
2024-03-31 |
11,603 |
$399,000 |
8,456 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1350 |
- |
2023-09-30 |
12,750 |
$389,000 |
4,250 |
|
EAGLE WEALTH STRATEGIES LLC |
54 |
- |
2024-03-31 |
10,952 |
$376,000 |
400 |
|
Brookstone Capital Management |
689 |
- |
2024-03-31 |
10,805 |
$371,000 |
2,190 |
|
Baird Financial Group Inc. |
1490 |
- |
2024-03-31 |
10,411 |
$358,000 |
1,739 |
|
Glass Jacobson Investment Advisors llc |
165 |
- |
2024-03-31 |
10,178 |
$350,000 |
3,598 |
|
PFG Advisors |
490 |
- |
2024-03-31 |
9,921 |
$341,000 |
2,746 |
|
Retirement Group LLC |
92 |
- |
2024-03-31 |
8,310 |
$285,000 |
5,585 |
|
HIGHTOWER ADVISORS, LLC |
2683 |
- |
2024-03-31 |
8,124 |
$280,000 |
644 |
|
PNC FINANCIAL SERVICES GROUP INC |
2060 |
- |
2024-03-31 |
6,767 |
$232,000 |
1,923 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
303 |
- |
2024-03-31 |
6,561 |
$225,000 |
184 |
|
Farther Finance Advisors LLC |
655 |
- |
2024-03-31 |
6,415 |
$220,000 |
260 |
|
WELLS FARGO & CO/MN |
4047 |
- |
2024-03-31 |
4,777 |
$164,000 |
61 |
|
BNP PARIBAS ARBITRAGE SA |
2526 |
- |
2024-03-31 |
4,438 |
$152,000 |
204 |
|
PRINCIPAL SECURITIES INC. |
1120 |
- |
2024-03-31 |
4,312 |
$148,000 |
794 |
|
US BANCORP |
2295 |
- |
2024-03-31 |
3,255 |
$112,000 |
1,471 |
|
Steward Partners Investment Advisory LLC |
1718 |
- |
2024-03-31 |
3,183 |
$109,000 |
977 |
|
Glassman Wealth Services |
88 |
- |
2024-03-31 |
3,115 |
$107,000 |
2,224 |
|
Crewe Advisors LLC |
265 |
- |
2024-03-31 |
3,093 |
$106,000 |
2,932 |
|
FMR LLC |
3229 |
- |
2024-03-31 |
2,206 |
$76,000 |
1,634 |
|
Global Retirement Partners LLC |
1248 |
- |
2024-03-31 |
1,980 |
$68,000 |
20 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1641 |
- |
2024-03-31 |
1,901 |
$65,000 |
451 |
|
IFP Advisors Inc |
1436 |
- |
2023-12-31 |
1,756 |
$61,000 |
322 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
466 |
- |
2023-12-31 |
938 |
$32,000 |
5 |
|
HANSON MCCLAIN, INC. |
1548 |
- |
2024-03-31 |
850 |
$29,000 |
304 |
|
SIMPLEX TRADING LLC |
1583 |
- |
2024-03-31 |
838 |
$28,000 |
838 |
|
Coston McIsaac & Partners |
330 |
- |
2024-03-31 |
453 |
$15,000 |
215 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1168 |
- |
2024-03-31 |
300 |
$10,000 |
100 |
|
Rise Advisors LLC |
1089 |
- |
2024-03-31 |
150 |
$5,000 |
75 |
|
|
60 Records found
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1
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