| |
Institutional
Holders
Total
Institutions:
 |
76  3 |
|
|
Total
shares held :
|
9,503,724 |
|
|
% of shares
held :
|
10.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
-270,135 |
|
|
% of shares
held change :
|
-0.3% |
|
| 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 |
  MARQUETTE ASSET MANAGEMENT INC. |
8 |
- |
2024-03-31 |
595,489 |
$29,673,000 |
1,615 |
|
| BANK OF AMERICA CORP /DE/ |
1828 |
- |
2024-03-31 |
455,354 |
$22,690,000 |
147,457 |
|
| MORGAN STANLEY |
2730 |
- |
2024-03-31 |
384,331 |
$19,151,000 |
41,354 |
|
| ATRIA INVESTMENTS LLC |
134 |
- |
2024-03-31 |
251,579 |
$12,536,000 |
11,972 |
|
| MARINER WEALTH ADVISORS, LLC |
455 |
- |
2024-03-31 |
245,038 |
$12,210,000 |
9,596 |
|
| LPL FINANCIAL CORP |
1212 |
- |
2024-03-31 |
239,135 |
$11,916,000 |
15,280 |
|
| Cornerstone Planning Group LLC |
8 |
- |
2024-03-31 |
234,946 |
$11,670,000 |
7,203 |
|
| Strategic Financial Group LLC |
|
- |
2023-12-31 |
216,578 |
$10,740,000 |
48,086 |
|
| TOTH FINANCIAL ADVISORY CORP |
36 |
- |
2024-03-31 |
157,975 |
$7,872,000 |
8,825 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
37 |
- |
2024-03-31 |
136,848 |
$6,819,000 |
2,557 |
|
| Advisor Group Holdings Inc. |
878 |
- |
2024-03-31 |
131,229 |
$6,539,000 |
13,811 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1875 |
- |
2024-03-31 |
115,588 |
$5,760,000 |
2,039 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1072 |
- |
2024-03-31 |
111,494 |
$5,556,000 |
79,206 |
|
| RAYMOND JAMES & ASSOCIATES |
1528 |
- |
2024-03-31 |
107,418 |
$5,353,000 |
3,458 |
|
| ROYAL BANK OF CANADA |
1946 |
- |
2024-03-31 |
93,852 |
$4,677,000 |
31,265 |
|
| Redhawk Wealth Advisors Inc. |
35 |
- |
2024-03-31 |
85,751 |
$4,273,000 |
62,928 |
|
| Masso Torrence Wealth Management Inc. |
13 |
- |
2024-03-31 |
79,363 |
$3,955,000 |
6,709 |
|
| Pine Valley Investments Ltd Liability Co |
81 |
- |
2024-03-31 |
77,445 |
$3,859,000 |
68,278 |
|
| SageView Advisory Group LLC |
96 |
- |
2024-03-31 |
6,115 |
$2,556,000 |
6,115 |
|
| Samalin Investment Counsel LLC |
18 |
- |
2024-03-31 |
48,121 |
$2,398,000 |
1,273 |
|
| Darrow Company Inc. |
17 |
- |
2024-03-31 |
44,934 |
$2,239,000 |
12,157 |
|
| CI Private Wealth LLC |
1026 |
- |
2024-03-31 |
38,913 |
$1,939,000 |
17,721 |
|
| MULTIFINANCIAL SECURITIES CORP |
843 |
- |
2024-03-31 |
37,725 |
$1,880,000 |
29,472 |
|
| Private Advisor Group LLC |
862 |
- |
2024-03-31 |
36,313 |
$1,809,000 |
24,292 |
|
| Atria Wealth Solutions Inc. |
685 |
- |
2024-03-31 |
34,740 |
$1,731,000 |
659 |
|
| FLOW TRADERS U.S. LLC |
213 |
- |
2024-03-31 |
32,631 |
$1,626,000 |
18,488 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1402 |
- |
2024-03-31 |
31,841 |
$1,587,000 |
6,804 |
|
| Ameritas Advisory Services LLC |
309 |
- |
2024-03-31 |
27,912 |
$1,391,000 |
8,841 |
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
51 |
- |
2024-03-31 |
27,557 |
$1,373,000 |
14,424 |
|
| ADVISORY SERVICES NETWORK, LLC |
575 |
- |
2024-03-31 |
27,397 |
$1,365,000 |
1,833 |
|
| PRUDENTIAL FINANCIAL INC |
1671 |
- |
2024-03-31 |
27,152 |
$1,353,000 |
1,362 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
103 |
- |
2024-03-31 |
24,446 |
$1,218,000 |
15,524 |
|
| SWMG LLC |
40 |
- |
2024-03-31 |
19,700 |
$982,000 |
302 |
|
| PROEQUITIES INC. |
308 |
- |
2024-03-31 |
18,745 |
$934,000 |
1,554 |
|
| Windsor Group LTD |
66 |
- |
2023-09-30 |
17,931 |
$877,000 |
7,218 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
287 |
- |
2024-03-31 |
17,045 |
$849,000 |
10,633 |
|
| Integrated Wealth Concepts LLC |
824 |
- |
2024-03-31 |
16,985 |
$846,000 |
6,033 |
|
| Sigma Planning Corp |
573 |
- |
2024-03-31 |
15,969 |
$796,000 |
9,384 |
|
| UBS Group AG |
3718 |
- |
2024-03-31 |
15,668 |
$781,000 |
5,767 |
|
| DAYMARK WEALTH PARTNERS LLC |
234 |
- |
2024-03-31 |
14,127 |
$704,000 |
2,244 |
|
| IHT Wealth Management LLC |
578 |
- |
2024-03-31 |
11,916 |
$594,000 |
2,287 |
|
| Householder Group Estate & Retirement Specialist L |
126 |
- |
2024-03-31 |
11,230 |
$560,000 |
4,480 |
|
| CWM LLC |
1122 |
- |
2024-03-31 |
10,213 |
$509,000 |
10,053 |
|
| Kestra Advisory Services LLC |
1659 |
- |
2024-03-31 |
10,003 |
$498,000 |
958 |
|
| Aspire Wealth Management Corp |
97 |
- |
2024-03-31 |
4,139 |
$206,000 |
658 |
|
| PRINCIPAL SECURITIES INC. |
1180 |
- |
2024-03-31 |
2,519 |
$126,000 |
72 |
|
|
46 Records found
|
1
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