|
Institutional
Holders
Total
Institutions:
|
178 1 |
|
Total
shares held :
|
18,523,787 |
|
% of shares
held :
|
6.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-1,070,959 |
|
% of shares
held change :
|
-0.38% |
|
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 |
622 |
- |
2025-03-31 |
962,677 |
$58,343,000 |
55,583 |
|
J P MORGAN CHASE & CO |
1285 |
- |
2025-03-31 |
650,889 |
$39,447,000 |
3,869 |
|
PARK AVENUE SECURITIES LLC |
39 |
- |
2025-03-31 |
445,952 |
$27,027,000 |
1,808 |
|
Cetera Investment Advisers |
510 |
- |
2025-03-31 |
289,001 |
$17,515,000 |
33,338 |
|
MML INVESTORS SERVICES LLC |
347 |
- |
2025-03-31 |
263,716 |
$15,982,000 |
3,096 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
435 |
- |
2025-03-31 |
113,728 |
$6,892,000 |
636 |
|
JANNEY MONTGOMERY SCOTT LLC |
746 |
- |
2025-03-31 |
88,073 |
$5,338,000 |
655 |
|
Integrated Wealth Concepts LLC |
402 |
- |
2025-03-31 |
57,571 |
$3,489,000 |
190 |
|
Perigon Wealth Management LLC |
236 |
- |
2025-03-31 |
53,085 |
$3,217,000 |
12,518 |
|
Investors Fiduciary Advisor Network LLC |
13 |
- |
2025-03-31 |
48,916 |
$2,964,000 |
2,036 |
|
GeoWealth Management LLC |
126 |
- |
2025-03-31 |
36,755 |
$2,228,000 |
19,172 |
|
BANK OF NEW YORK MELLON CORP |
2640 |
- |
2025-03-31 |
35,320 |
$2,141,000 |
629 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2201 |
- |
2025-03-31 |
34,908 |
$2,116,000 |
34,908 |
|
SOFI WEALTH LLC |
19 |
- |
2025-03-31 |
33,543 |
$2,033,000 |
29,104 |
|
Orion Portfolio Solutions LLC |
724 |
- |
2025-03-31 |
31,831 |
$1,929,000 |
1,788 |
|
RFG Advisory Group LLC |
303 |
- |
2025-03-31 |
27,500 |
$1,667,000 |
4,668 |
|
GOLDMAN SACHS GROUP INC/ |
3409 |
- |
2025-03-31 |
26,898 |
$1,630,000 |
19,561 |
|
Pensionmark Financial Group LLC |
387 |
- |
2025-03-31 |
26,748 |
$1,621,000 |
3,183 |
|
REGAL INVESTMENT ADVISORS, LLC |
169 |
- |
2025-03-31 |
25,788 |
$1,563,000 |
1,258 |
|
H D Vest Advisory Services |
900 |
- |
2025-03-31 |
23,818 |
$1,443,000 |
2,938 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
852 |
- |
2025-03-31 |
22,826 |
$1,383,000 |
2,036 |
|
Farther Finance Advisors LLC |
406 |
- |
2025-03-31 |
21,698 |
$1,322,000 |
8,288 |
|
CITADEL ADVISORS LLC |
2891 |
- |
2025-03-31 |
21,736 |
$1,317,000 |
21,736 |
|
Merit Financial Group LLC |
569 |
- |
2025-03-31 |
20,783 |
$1,260,000 |
16,688 |
|
ONE WEALTH CAPITAL MANAGEMENT LLC |
34 |
- |
2025-03-31 |
19,024 |
$1,153,000 |
478 |
|
Change Path LLC |
450 |
- |
2025-03-31 |
18,131 |
$1,099,000 |
1,926 |
|
DOHJ LLC |
83 |
- |
2025-03-31 |
16,570 |
$1,004,000 |
294 |
|
LifePlan Investment Advisors Inc. |
48 |
- |
2025-03-31 |
15,608 |
$946,000 |
2,077 |
|
Oregon Pacific Wealth Management LLC |
28 |
- |
2025-03-31 |
13,545 |
$821,000 |
63 |
|
JANE STREET GROUP LLC |
3111 |
- |
2025-03-31 |
13,156 |
$797,000 |
13,156 |
|
Copperleaf Capital LLC |
59 |
- |
2025-03-31 |
12,426 |
$753,000 |
339 |
|
UBS Group AG |
4375 |
- |
2025-03-31 |
12,020 |
$728,000 |
2,192 |
|
LIFELONG WEALTH ADVISORS INC. |
31 |
- |
2025-03-31 |
11,503 |
$697,000 |
1,978 |
|
CoreCap Advisors LLC |
418 |
- |
2025-03-31 |
11,058 |
$670,000 |
731 |
|
EQ LLC |
40 |
- |
2025-03-31 |
11,013 |
$667,000 |
1,060 |
|
WEALTHGARDEN F.S. LLC |
59 |
- |
2025-03-31 |
10,822 |
$656,000 |
409 |
|
Ascent Group LLC |
400 |
- |
2025-03-31 |
10,587 |
$642,000 |
2,902 |
|
Buttonwood Financial Group LLC |
18 |
- |
2025-03-31 |
11,152 |
$634,000 |
34 |
|
Hoxton Planning & Management LLC |
84 |
- |
2025-03-31 |
9,919 |
$601,000 |
3,988 |
|
MARINER WEALTH ADVISORS, LLC |
2054 |
- |
2025-03-31 |
9,875 |
$598,000 |
1,625 |
|
Spectrum Planning & Advisory Services Inc. |
34 |
- |
2025-03-31 |
9,471 |
$574,000 |
1,266 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
882 |
- |
2025-03-31 |
9,400 |
$570,000 |
25 |
|
Tempus Wealth Planning LLC |
143 |
- |
2025-03-31 |
8,802 |
$533,000 |
1,069 |
|
Capital Analysts Inc. |
366 |
- |
2025-03-31 |
8,122 |
$492,000 |
499 |
|
EQIS CAPITAL MANAGEMENT, INC. |
437 |
- |
2025-03-31 |
7,939 |
$481,000 |
2,956 |
|
My Legacy Advisors LLC |
143 |
- |
2025-03-31 |
7,559 |
$458,000 |
56 |
|
Talisman Wealth Advisors LLC |
60 |
- |
2025-03-31 |
6,701 |
$406,000 |
956 |
|
Trilogy Capital Inc. |
250 |
- |
2025-03-31 |
6,316 |
$383,000 |
1,042 |
|
Sovereign Financial Group Inc. |
199 |
- |
2025-03-31 |
6,295 |
$382,000 |
394 |
|
Gateway Wealth Partners LLC |
228 |
- |
2025-03-31 |
5,945 |
$360,000 |
957 |
|
Sovran Advisors LLC |
340 |
- |
2025-03-31 |
6,196 |
$354,000 |
2,197 |
|
Kestra Investment Management LLC |
309 |
- |
2025-03-31 |
5,399 |
$327,000 |
1,112 |
|
RCS Financial Planning LLC |
65 |
- |
2025-03-31 |
5,077 |
$308,000 |
81 |
|
Simplicity WealthLLC |
424 |
- |
2025-03-31 |
4,941 |
$299,000 |
4,941 |
|
Focus Financial Network Inc. |
552 |
- |
2025-03-31 |
4,861 |
$295,000 |
8 |
|
ENDEAVOR PRIVATE WEALTH INC. |
103 |
- |
2025-03-31 |
4,529 |
$274,000 |
63 |
|
JFS WEALTH ADVISORS, LLC |
273 |
- |
2025-03-31 |
4,365 |
$265,000 |
94 |
|
Sterling Manor Financial LLC |
23 |
- |
2025-03-31 |
4,198 |
$254,000 |
182 |
|
COMERICA BANK |
2205 |
- |
2025-03-31 |
4,010 |
$243,000 |
94 |
|
Csenge Advisory Group |
606 |
- |
2025-03-31 |
3,912 |
$223,000 |
45 |
|
Goldstein Advisors LLC |
171 |
- |
2025-03-31 |
3,567 |
$216,000 |
11 |
|
MORGAN STANLEY |
5718 |
- |
2025-03-31 |
1,937 |
$117,000 |
1,411 |
|
NBT BANK N A /NY |
508 |
- |
2025-03-31 |
736 |
$45,000 |
736 |
|
AMERIFLEX GROUP INC. |
580 |
- |
2025-03-31 |
534 |
$32,000 |
145 |
|
Global Financial Private Client LLC |
391 |
- |
2025-03-31 |
462 |
$28,000 |
4 |
|
MATHER GROUP, INC. |
1112 |
- |
2025-03-31 |
293 |
$18,000 |
96 |
|
|
66 Records found
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1
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