| |
Institutional
Holders
Total
Institutions:
 |
87  3 |
|
|
Total
shares held :
|
7,833,491 |
|
|
% of shares
held :
|
87.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
-15,532 |
|
|
% of shares
held change :
|
 -0.17% |
|
| 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 |
679 |
- |
2024-03-31 |
778,268 |
$35,178,000 |
36,427 |
|
| BANK OF AMERICA CORP /DE/ |
1836 |
- |
2024-03-31 |
498,436 |
$22,529,000 |
4,559 |
|
| AMERIPRISE FINANCIAL INC |
1454 |
- |
2024-03-31 |
405,253 |
$15,385,000 |
249,182 |
|
| MORGAN STANLEY |
3262 |
- |
2024-03-31 |
235,097 |
$10,626,000 |
95,830 |
|
| Goldstein Advisors LLC |
18 |
- |
2024-03-31 |
191,521 |
$8,657,000 |
16,205 |
|
| Choice Wealth Advisors LLC |
8 |
- |
2024-03-31 |
189,316 |
$8,557,000 |
3,991 |
|
| STIFEL FINANCIAL CORP |
884 |
- |
2024-03-31 |
183,925 |
$8,313,000 |
5,252 |
|
| APPLETON PARTNERS INC/MA |
53 |
- |
2024-03-31 |
173,199 |
$7,829,000 |
1,193 |
|
| TOCQUEVILLE ASSET MANAGEMENT LP |
148 |
- |
2024-03-31 |
168,742 |
$7,627,000 |
37,172 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
526 |
- |
2024-03-31 |
126,704 |
$5,727,000 |
12,256 |
|
| Advisor Group Holdings Inc. |
1091 |
- |
2024-03-31 |
101,039 |
$4,567,000 |
4,371 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2052 |
- |
2024-03-31 |
99,081 |
$4,478,000 |
66,515 |
|
| Sprinkle Financial Consultants LLC |
7 |
- |
2024-03-31 |
90,261 |
$4,080,000 |
49,878 |
|
| DAVENPORT & CO LLC |
323 |
- |
2024-03-31 |
87,177 |
$3,940,000 |
11,100 |
|
| Integrated Wealth Concepts LLC |
356 |
- |
2024-03-31 |
74,151 |
$3,352,000 |
7,058 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1638 |
- |
2024-03-31 |
53,319 |
$2,410,000 |
350 |
|
| RAYMOND JAMES & ASSOCIATES |
2170 |
- |
2024-03-31 |
42,300 |
$1,912,000 |
4,717 |
|
| GOLDMAN SACHS GROUP INC/ |
3197 |
- |
2024-03-31 |
42,207 |
$1,908,000 |
42,207 |
|
| Paul Damon & Associates Inc. |
21 |
- |
2024-03-31 |
39,305 |
$1,777,000 |
3,168 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1957 |
- |
2024-03-31 |
37,280 |
$1,685,000 |
21,153 |
|
| Kingsview Wealth Management LLC |
382 |
- |
2024-03-31 |
35,576 |
$1,608,000 |
1,969 |
|
| MML INVESTORS SERVICES LLC |
1215 |
- |
2024-03-31 |
31,662 |
$1,431,000 |
3,766 |
|
| PERSONAL CFO SOLUTIONS LLC |
87 |
- |
2024-03-31 |
31,548 |
$1,426,000 |
2,167 |
|
| LINCOLN NATIONAL CORP |
420 |
- |
2024-03-31 |
30,725 |
$1,389,000 |
3,745 |
|
| STEPHENS INC /AR/ |
552 |
- |
2024-03-31 |
24,814 |
$1,122,000 |
30 |
|
| LexAurum Advisors LLC |
78 |
- |
2024-03-31 |
24,329 |
$1,100,000 |
1,127 |
|
| MULTIFINANCIAL SECURITIES CORP |
1115 |
- |
2024-03-31 |
24,220 |
$1,095,000 |
13,376 |
|
| Fifth Third Securities Inc. |
154 |
- |
2024-03-31 |
23,921 |
$1,081,000 |
413 |
|
| KWB Wealth |
61 |
- |
2024-03-31 |
23,509 |
$1,063,000 |
121 |
|
| LWM Advisory Services LLC |
27 |
- |
2024-03-31 |
21,919 |
$991,000 |
228 |
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
75 |
- |
2024-03-31 |
20,436 |
$924,000 |
2,218 |
|
| Atria Wealth Solutions Inc. |
968 |
- |
2024-03-31 |
19,140 |
$865,000 |
452 |
|
| KPP Advisory Services LLC |
99 |
- |
2024-03-31 |
15,812 |
$715,000 |
15,812 |
|
| Kestra Advisory Services LLC |
1566 |
- |
2024-03-31 |
12,611 |
$570,000 |
2,226 |
|
| Mendel Money Management |
94 |
- |
2024-03-31 |
10,035 |
$454,000 |
395 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
450 |
- |
2024-03-31 |
9,535 |
$431,000 |
2,638 |
|
| FINANCIAL NETWORK |
2396 |
- |
2024-03-31 |
5,576 |
$252,000 |
985 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1218 |
- |
2024-03-31 |
1,438 |
$65,000 |
31 |
|
| Aptus Capital Advisors LLC |
913 |
- |
2024-03-31 |
736 |
$33,000 |
716 |
|
| Bell Investment Advisors Inc |
412 |
- |
2024-03-31 |
368 |
$17,000 |
116 |
|
| Global Retirement Partners LLC |
2658 |
- |
2024-03-31 |
51 |
$2,000 |
2 |
|
|
41 Records found
|
1
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