|
Institutional
Holders
Total
Institutions:
|
148 6 |
|
Total
shares held :
|
20,667,326 |
|
% of shares
held :
|
7.34% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
-2,140,332 |
|
% of shares
held change :
|
-0.76% |
|
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 |
CREDIT SUISSE/ |
194 |
- |
2024-03-31 |
1,785,000 |
$102,477,000 |
200,000 |
|
J P MORGAN CHASE & CO |
1223 |
- |
2024-06-30 |
696,338 |
$41,368,000 |
15,393 |
|
LPL FINANCIAL CORP |
717 |
- |
2024-06-30 |
579,979 |
$34,455,000 |
100,813 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
404 |
- |
2024-06-30 |
98,894 |
$5,875,000 |
2,572 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
238 |
- |
2024-06-30 |
97,850 |
$5,813,000 |
7,430 |
|
ADVISORY SERVICES NETWORK, LLC |
184 |
- |
2024-06-30 |
97,209 |
$5,775,000 |
22,915 |
|
Resources Investment Advisors Inc. |
215 |
- |
2024-06-30 |
94,798 |
$5,632,000 |
52,491 |
|
ROYAL BANK OF CANADA |
1926 |
- |
2024-06-30 |
84,326 |
$5,010,000 |
1,428 |
|
Advisor Group Holdings Inc. |
1008 |
- |
2024-06-30 |
82,134 |
$4,880,000 |
19,986 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
141 |
- |
2024-06-30 |
72,777 |
$4,338,000 |
24,250 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
900 |
- |
2024-06-30 |
71,292 |
$4,235,000 |
8,698 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
837 |
- |
2024-06-30 |
71,077 |
$4,223,000 |
20,285 |
|
Integrated Wealth Concepts LLC |
305 |
- |
2024-06-30 |
68,752 |
$4,084,000 |
138 |
|
WEALTHSOURCE PARTNERS LLC |
68 |
- |
2023-12-31 |
69,232 |
$3,624,000 |
10,491 |
|
MULTIFINANCIAL SECURITIES CORP |
595 |
- |
2024-03-31 |
58,145 |
$3,338,000 |
27,901 |
|
SigFig Wealth Management LLC |
64 |
- |
2024-06-30 |
53,280 |
$3,165,000 |
2,313 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1544 |
- |
2024-06-30 |
47,865 |
$2,844,000 |
14,918 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1419 |
- |
2024-06-30 |
45,791 |
$2,720,000 |
29,967 |
|
DFPG INVESTMENTS INC. |
142 |
- |
2023-12-31 |
38,659 |
$1,992,000 |
239 |
|
Perigon Wealth Management LLC |
265 |
- |
2024-06-30 |
30,892 |
$1,835,000 |
13,585 |
|
H D Vest Advisory Services |
754 |
- |
2024-06-30 |
26,312 |
$1,563,000 |
1,933 |
|
HIGHTOWER ADVISORS, LLC |
1581 |
- |
2024-06-30 |
25,073 |
$1,491,000 |
20,774 |
|
Orion Portfolio Solutions LLC |
811 |
- |
2024-06-30 |
23,611 |
$1,403,000 |
860 |
|
TOWNSQUARE CAPITAL LLC |
604 |
- |
2024-06-30 |
22,555 |
$1,340,000 |
231 |
|
Stratos Wealth Advisors LLC |
287 |
- |
2024-06-30 |
22,268 |
$1,323,000 |
2,234 |
|
Keystone Financial Services |
24 |
- |
2024-06-30 |
21,145 |
$1,256,000 |
836 |
|
Goss Wealth Management LLC |
977 |
- |
2024-06-30 |
19,995 |
$1,188,000 |
10,038 |
|
EverSource Wealth Advisors LLC |
197 |
- |
2024-06-30 |
19,242 |
$1,157,000 |
16,523 |
|
Maia Wealth LLC |
68 |
- |
2024-06-30 |
18,045 |
$1,106,000 |
5,532 |
|
PROEQUITIES INC. |
304 |
- |
2024-06-30 |
15,928 |
$946,000 |
1,389 |
|
DOHJ LLC |
78 |
- |
2024-06-30 |
15,256 |
$906,000 |
648 |
|
Sowell Financial Services LLC |
344 |
- |
2024-06-30 |
14,994 |
$891,000 |
515 |
|
Copperleaf Capital LLC |
43 |
- |
2024-06-30 |
14,744 |
$876,000 |
1,179 |
|
Farther Finance Advisors LLC |
348 |
- |
2024-06-30 |
13,519 |
$805,000 |
1,931 |
|
Buttonwood Financial Group LLC |
20 |
- |
2024-06-30 |
12,537 |
$746,000 |
691 |
|
Gen-Wealth Partners Inc |
82 |
- |
2024-06-30 |
9,723 |
$578,000 |
151 |
|
Spectrum Planning & Advisory Services Inc. |
31 |
- |
2024-06-30 |
9,490 |
$566,000 |
1,143 |
|
Ascent Group LLC |
343 |
- |
2024-06-30 |
9,328 |
$554,000 |
3 |
|
My Legacy Advisors LLC |
144 |
- |
2024-06-30 |
9,307 |
$553,000 |
1,909 |
|
CoreCap Advisors LLC |
217 |
- |
2024-06-30 |
8,697 |
$517,000 |
132 |
|
ZACKS INVESTMENT MANAGEMENT |
439 |
- |
2024-06-30 |
8,646 |
$514,000 |
584 |
|
U.S. Capital Wealth Advisors LLC |
456 |
- |
2024-06-30 |
8,539 |
$507,000 |
1,898 |
|
BEACON FINANCIAL GROUP |
210 |
- |
2024-06-30 |
8,339 |
$495,000 |
588 |
|
HARBOUR INVESTMENTS INC. |
630 |
- |
2024-06-30 |
7,801 |
$463,000 |
441 |
|
COMERICA SECURITIESINC. |
297 |
- |
2023-09-30 |
9,021 |
$427,000 |
2,705 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
907 |
- |
2024-06-30 |
6,894 |
$410,000 |
19 |
|
Capital Analysts Inc. |
354 |
- |
2024-06-30 |
6,893 |
$409,000 |
592 |
|
JOURNEY STRATEGIC WEALTH LLC |
201 |
- |
2024-06-30 |
6,521 |
$387,000 |
1,731 |
|
Claro Advisors LLC |
275 |
- |
2024-06-30 |
6,425 |
$382,000 |
243 |
|
Tempus Wealth Planning LLC |
132 |
- |
2024-06-30 |
6,258 |
$372,000 |
1,506 |
|
RCS Financial Planning LLC |
62 |
- |
2024-06-30 |
5,550 |
$330,000 |
102 |
|
Simplicity WealthLLC |
930 |
- |
2024-06-30 |
5,270 |
$313,000 |
61 |
|
Insight Wealth Strategies LLC |
143 |
- |
2024-06-30 |
5,178 |
$308,000 |
138 |
|
CFS Investment Advisory Services LLC |
219 |
- |
2024-06-30 |
4,968 |
$295,000 |
62 |
|
COMERICA BANK |
2100 |
- |
2024-06-30 |
4,844 |
$288,000 |
170 |
|
Ally Invest Advisors Inc. |
58 |
- |
2024-06-30 |
4,815 |
$286,000 |
1,064 |
|
JFS WEALTH ADVISORS, LLC |
207 |
- |
2024-06-30 |
4,600 |
$273,000 |
99 |
|
Talisman Wealth Advisors LLC |
77 |
- |
2024-06-30 |
4,376 |
$260,000 |
274 |
|
Continuum Advisory LLC |
368 |
- |
2024-06-30 |
3,387 |
$201,000 |
660 |
|
PNC FINANCIAL SERVICES GROUP INC |
2336 |
- |
2024-06-30 |
2,582 |
$153,000 |
750 |
|
AdvisorNet Financial Inc |
552 |
- |
2024-06-30 |
2,407 |
$143,000 |
39 |
|
LGT Financial Advisors LLC |
64 |
- |
2024-06-30 |
2,171 |
$129,000 |
6 |
|
ORG Partners LLC |
523 |
- |
2024-06-30 |
1,224 |
$73,000 |
1,224 |
|
Global Financial Private Client LLC |
347 |
- |
2024-06-30 |
527 |
$31,000 |
18 |
|
Kelly Financial Services LLC |
454 |
- |
2024-06-30 |
114 |
$7,000 |
61 |
|
|
65 Records found
|
1
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