| |
Institutional
Holders
Total
Institutions:
 |
63  3 |
|
|
Total
shares held :
|
25,211,165 |
|
|
% of shares
held :
|
20.5% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 16 |
|
|
Amount
of shares held :
|
2,067,957 |
|
|
% of shares
held change :
|
1.68% |
|
| 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 |
  Advisor Group Holdings Inc. |
68 |
- |
2024-03-31 |
2,410,791 |
$121,456,000 |
2,024,828 |
|
| LPL FINANCIAL CORP |
633 |
- |
2024-03-31 |
777,322 |
$39,161,000 |
93,206 |
|
| ENVESTNET ASSET MANAGEMENT INC |
853 |
- |
2024-03-31 |
634,920 |
$31,987,000 |
189,455 |
|
| TOWNSQUARE CAPITAL LLC |
53 |
- |
2024-03-31 |
569,326 |
$28,683,000 |
42,396 |
|
| Madrona Financial Services LLC |
2 |
- |
2024-03-31 |
536,710 |
$27,039,000 |
18,652 |
|
| Main Management LLC |
17 |
- |
2024-03-31 |
424,035 |
$21,363,000 |
24,591 |
|
| GeoWealth Management LLC |
27 |
- |
2024-03-31 |
384,545 |
$19,373,000 |
45,389 |
|
| Atria Wealth Solutions Inc. |
106 |
- |
2024-03-31 |
353,524 |
$17,811,000 |
27,736 |
|
| Change Path LLC |
31 |
- |
2024-03-31 |
319,460 |
$16,094,000 |
203,881 |
|
| Envestnet Portfolio Solutions Inc. |
178 |
- |
2024-03-31 |
295,176 |
$14,871,000 |
11,683 |
|
| ATRIA INVESTMENTS LLC |
154 |
- |
2024-03-31 |
219,766 |
$11,072,000 |
2,440 |
|
| Spire Wealth Management |
94 |
- |
2024-03-31 |
215,632 |
$10,864,000 |
2,387 |
|
| Mutual Advisors LLC |
56 |
- |
2024-03-31 |
194,271 |
$9,787,000 |
60,771 |
|
| Encompass More Asset Management |
2 |
- |
2024-03-31 |
149,345 |
$7,524,000 |
75,454 |
|
| Cetera Investment Advisers |
967 |
- |
2024-03-31 |
102,552 |
$5,167,000 |
54,228 |
|
| H D Vest Advisory Services |
330 |
- |
2024-03-31 |
88,319 |
$4,450,000 |
15,983 |
|
| Sigma Planning Corp |
212 |
- |
2024-03-31 |
60,884 |
$3,067,000 |
51,795 |
|
| Fiduciary Alliance LLC |
57 |
- |
2024-03-31 |
55,093 |
$2,771,000 |
1,943 |
|
| Geneos Wealth Management Inc. |
235 |
- |
2024-03-31 |
43,723 |
$2,203,000 |
3,020 |
|
| CWM LLC |
618 |
- |
2024-03-31 |
38,636 |
$1,946,000 |
32,687 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1382 |
- |
2024-03-31 |
32,946 |
$1,660,000 |
8,744 |
|
| FINANCIAL NETWORK |
1138 |
- |
2024-03-31 |
32,165 |
$1,620,000 |
14,641 |
|
| Lunt Capital Management Inc. |
31 |
- |
2024-03-31 |
29,439 |
$1,483,000 |
2,356 |
|
| Arkadios Wealth Advisors |
239 |
- |
2024-03-31 |
19,477 |
$981,000 |
664 |
|
| Independent Wealth Network Inc. |
53 |
- |
2024-03-31 |
18,891 |
$952,000 |
774 |
|
| MULTIFINANCIAL SECURITIES CORP |
1294 |
- |
2024-03-31 |
15,428 |
$777,000 |
1,794 |
|
| ICA Group Wealth Management LLC |
144 |
- |
2024-03-31 |
12,704 |
$640,000 |
4,488 |
|
| Coppell Advisory Solutions Corp. |
150 |
- |
2024-03-31 |
10,071 |
$507,000 |
10,071 |
|
| Coppell Advisory Solutions LLC |
163 |
- |
2023-12-31 |
10,193 |
$474,000 |
7,222 |
|
| Atomi Financial Group Inc. |
380 |
- |
2024-03-31 |
8,983 |
$453,000 |
2,157 |
|
| Koshinski Asset Management Inc. |
340 |
- |
2024-03-31 |
8,845 |
$446,000 |
8,845 |
|
| CITADEL ADVISORS LLC |
4220 |
- |
2024-03-31 |
5,803 |
$292,000 |
5,803 |
|
| Anchor Investment Management LLC |
384 |
- |
2024-03-31 |
3,317 |
$167,000 |
400 |
|
|
33 Records found
|
1
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