|
Institutional
Holders
Total
Institutions:
|
152 1 |
|
Total
shares held :
|
7,313,345 |
|
% of shares
held :
|
10.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-278,141 |
|
% of shares
held change :
|
-0.4% |
|
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 |
TD CAPITAL MANAGEMENT LLC |
6 |
- |
2024-03-31 |
404,477 |
$38,369,000 |
40,724 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
13 |
- |
2024-03-31 |
387,028 |
$36,713,000 |
31,169 |
|
HIGHTOWER ADVISORS, LLC |
440 |
- |
2024-03-31 |
233,407 |
$22,146,000 |
26,681 |
|
UBS Group AG |
1227 |
- |
2024-03-31 |
199,634 |
$18,937,000 |
17,485 |
|
49 WEALTH MANAGEMENT LLC |
12 |
- |
2024-03-31 |
195,948 |
$18,489,000 |
24,403 |
|
OConnor Financial Group LLC |
1 |
- |
2024-03-31 |
181,920 |
$17,257,000 |
9,400 |
|
Vickerman Investment Advisors Inc. |
5 |
- |
2024-03-31 |
141,916 |
$13,462,000 |
1,587 |
|
Integrated Wealth Concepts LLC |
131 |
- |
2024-03-31 |
130,763 |
$12,404,000 |
10,362 |
|
Dynamic Advisors Solutions LLC |
54 |
- |
2024-03-31 |
130,343 |
$12,364,000 |
8,789 |
|
Resources Investment Advisors Inc. |
121 |
- |
2024-03-31 |
107,591 |
$10,206,000 |
9,917 |
|
WELLS FARGO & CO/MN |
1716 |
- |
2024-03-31 |
80,151 |
$7,603,000 |
625 |
|
RENAISSANCE TECHNOLOGIES LLC |
1152 |
- |
2024-03-31 |
79,905 |
$7,580,000 |
34,305 |
|
VALLEY NATIONAL ADVISERS INC |
24 |
- |
2024-03-31 |
73,392 |
$6,960,000 |
4,095 |
|
Aevitas Wealth Management Inc. |
4 |
- |
2022-12-31 |
66,835 |
$6,300,000 |
32,041 |
|
CITADEL ADVISORS LLC |
1630 |
- |
2024-03-31 |
57,181 |
$5,424,000 |
52,505 |
|
SkyOak Wealt LLC |
23 |
- |
2024-03-31 |
45,441 |
$4,311,000 |
598 |
|
J P MORGAN CHASE & CO |
2613 |
- |
2024-03-31 |
39,994 |
$3,794,000 |
3,107 |
|
Krasney Financial LLC |
66 |
- |
2024-03-31 |
36,584 |
$3,470,000 |
5,667 |
|
Syverson Strege & Co |
10 |
- |
2024-03-31 |
36,056 |
$3,420,000 |
365 |
|
Change Path LLC |
157 |
- |
2024-03-31 |
31,617 |
$2,999,000 |
11,624 |
|
PAX Financial Group LLC |
42 |
- |
2024-03-31 |
31,160 |
$2,956,000 |
1,382 |
|
SAGE RHINO CAPITAL LLC |
42 |
- |
2024-03-31 |
28,569 |
$2,710,000 |
1,258 |
|
JANE STREET GROUP LLC |
1951 |
- |
2024-03-31 |
27,151 |
$2,576,000 |
17,316 |
|
IFP Advisors Inc |
185 |
- |
2023-12-31 |
27,022 |
$2,561,000 |
934 |
|
SMART PORTFOLIOS, LLC |
7 |
- |
2024-03-31 |
23,846 |
$2,262,000 |
50 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1626 |
- |
2024-03-31 |
23,403 |
$2,220,000 |
18,834 |
|
Avestar Capital LLC |
75 |
- |
2024-03-31 |
21,914 |
$2,079,000 |
11,784 |
|
BROWN ADVISORY HOLDINGS INC |
632 |
- |
2024-03-31 |
21,760 |
$2,064,000 |
7,789 |
|
ESSEX FINANCIAL SERVICES INC |
124 |
- |
2024-03-31 |
19,075 |
$1,809,000 |
3,509 |
|
H D Vest Advisory Services |
575 |
- |
2024-03-31 |
18,167 |
$1,723,000 |
1,236 |
|
PFG Advisors |
210 |
- |
2024-03-31 |
16,596 |
$1,574,000 |
1,744 |
|
Proficio Capital Partners LLC |
85 |
- |
2024-03-31 |
15,841 |
$1,503,000 |
9,339 |
|
DAVENPORT & CO LLC |
533 |
- |
2024-03-31 |
14,263 |
$1,353,000 |
1,453 |
|
GeoWealth Management LLC |
240 |
- |
2024-03-31 |
13,542 |
$1,285,000 |
1,447 |
|
MULTIFINANCIAL SECURITIES CORP |
1103 |
- |
2024-03-31 |
11,833 |
$1,122,000 |
5,094 |
|
Mayfair Advisory Group LLC |
35 |
- |
2024-03-31 |
8,181 |
$776,000 |
1,945 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1076 |
- |
2024-03-31 |
7,975 |
$757,000 |
624 |
|
GELLER FAMILY OFFICE SERVICES LLC |
105 |
- |
2024-03-31 |
7,100 |
$674,000 |
412 |
|
MML INVESTORS SERVICES LLC |
1703 |
- |
2024-03-31 |
6,269 |
$595,000 |
850 |
|
Andesa Financial Management Inc. |
78 |
- |
2022-12-31 |
6,148 |
$580,000 |
2,256 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2197 |
- |
2024-03-31 |
5,758 |
$546,000 |
1,205 |
|
Mayflower Financial Advisors LLC |
211 |
- |
2024-03-31 |
5,342 |
$507,000 |
11 |
|
Cedar Brook Financial Partners LLC |
222 |
- |
2024-03-31 |
4,750 |
$451,000 |
6 |
|
FINANCIAL NETWORK |
2028 |
- |
2024-03-31 |
4,449 |
$422,000 |
295 |
|
MEANS INVESTMENT CO. INC. |
147 |
- |
2024-03-31 |
3,822 |
$363,000 |
35 |
|
Skyline Advisors Inc. |
60 |
- |
2024-03-31 |
3,718 |
$353,000 |
21 |
|
Farther Finance Advisors LLC |
516 |
- |
2024-03-31 |
3,402 |
$321,000 |
3,402 |
|
Cedar Wealth Management LLC |
92 |
- |
2024-03-31 |
3,032 |
$288,000 |
35 |
|
DIVERSIFIED TRUST CO |
654 |
- |
2024-03-31 |
2,998 |
$284,000 |
34 |
|
Atria Wealth Solutions Inc. |
1594 |
- |
2024-03-31 |
2,912 |
$276,000 |
134 |
|
Schechter Investment Advisors LLC |
537 |
- |
2024-03-31 |
2,527 |
$240,000 |
108 |
|
Asset Allocation Strategies LLC |
72 |
- |
2024-03-31 |
2,462 |
$234,000 |
118 |
|
CLEAR INVESTMENT RESEARCH LLC |
47 |
- |
2024-03-31 |
2,359 |
$224,000 |
3 |
|
Goss Wealth Management LLC |
1968 |
- |
2024-03-31 |
1,381 |
$131,000 |
639 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
908 |
- |
2024-03-31 |
1,206 |
$114,000 |
510 |
|
PRIVATE TRUST CO NA |
839 |
- |
2024-03-31 |
1,126 |
$107,000 |
424 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1455 |
- |
2024-03-31 |
274 |
$26,000 |
21 |
|
|
57 Records found
|
1
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