|
Institutional
Holders
Total
Institutions:
|
76 1 |
|
Total
shares held :
|
8,533,750 |
|
% of shares
held :
|
36.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
1,793,350 |
|
% of shares
held change :
|
7.66% |
|
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 |
187 |
- |
2024-03-31 |
3,495,333 |
$174,263,000 |
235,691 |
|
ENVESTNET ASSET MANAGEMENT INC |
643 |
- |
2024-03-31 |
1,069,766 |
$53,334,000 |
29,692 |
|
Envestnet Portfolio Solutions Inc. |
71 |
- |
2024-03-31 |
991,960 |
$49,455,000 |
196,818 |
|
PARK AVENUE SECURITIES LLC |
61 |
- |
2024-03-31 |
381,687 |
$19,029,000 |
17,406 |
|
GeoWealth Management LLC |
41 |
- |
2024-03-31 |
258,383 |
$12,882,000 |
4,619 |
|
Goss Wealth Management LLC |
213 |
- |
2024-03-31 |
204,019 |
$10,172,000 |
20,285 |
|
Private Advisor Group LLC |
404 |
- |
2024-03-31 |
119,459 |
$5,956,000 |
5,311 |
|
AXXCESS WEALTH MANAGEMENT LLC |
117 |
- |
2024-03-31 |
112,385 |
$5,603,000 |
10,180 |
|
Cetera Investment Advisers |
946 |
- |
2024-03-31 |
107,521 |
$5,361,000 |
62,055 |
|
Foundations Investment Advisors LLC |
131 |
- |
2024-03-31 |
107,255 |
$5,347,000 |
9,711 |
|
Mosley Wealth Management |
4 |
- |
2024-03-31 |
104,923 |
$5,231,000 |
14,966 |
|
TAP Consulting LLC |
23 |
- |
2024-03-31 |
100,447 |
$5,008,000 |
445 |
|
Raleigh Capital Management Inc. |
4 |
- |
2024-03-31 |
94,258 |
$4,699,000 |
4,647 |
|
HIGHTOWER ADVISORS, LLC |
1028 |
- |
2024-03-31 |
83,224 |
$4,152,000 |
5,833 |
|
MORGAN STANLEY |
4210 |
- |
2024-03-31 |
60,484 |
$3,015,000 |
2,091 |
|
Austin Private Wealth LLC |
40 |
- |
2024-03-31 |
52,173 |
$2,582,000 |
10,725 |
|
Global Financial Private Client LLC |
16 |
- |
2024-03-31 |
47,308 |
$2,353,000 |
6,192 |
|
Worth Financial Advisory Group LLC |
18 |
- |
2024-03-31 |
41,492 |
$2,069,000 |
13,006 |
|
Atria Wealth Solutions Inc. |
698 |
- |
2024-03-31 |
32,438 |
$1,617,000 |
1,162 |
|
Balboa Wealth Partners |
40 |
- |
2024-03-31 |
29,849 |
$1,488,000 |
5,738 |
|
Apella Capital LLC |
116 |
- |
2024-03-31 |
28,988 |
$1,434,000 |
23 |
|
Aveo Capital Partners LLC |
160 |
- |
2024-03-31 |
16,785 |
$811,000 |
2,586 |
|
LOCKERMAN FINANCIAL GROUP INC. |
14 |
- |
2024-03-31 |
14,533 |
$725,000 |
9 |
|
SILVER OAK SECURITIES Inc |
196 |
- |
2024-03-31 |
12,472 |
$622,000 |
21 |
|
Capital Asset Advisory Services LLC |
171 |
- |
2024-03-31 |
12,198 |
$602,000 |
7,119 |
|
FINANCIAL NETWORK |
1818 |
- |
2024-03-31 |
11,745 |
$586,000 |
1,395 |
|
Gladstone Institutional Advisory LLC |
379 |
- |
2024-03-31 |
11,745 |
$586,000 |
3,230 |
|
Spectrum Planning & Advisory Services Inc. |
28 |
- |
2023-12-31 |
11,079 |
$507,000 |
2,884 |
|
Castleview Partners LLC |
86 |
- |
2024-03-31 |
9,466 |
$472,000 |
3,581 |
|
Triumph Capital Management |
128 |
- |
2024-03-31 |
8,563 |
$426,000 |
484 |
|
Capital CS Group LLC |
40 |
- |
2024-03-31 |
7,449 |
$371,000 |
7,449 |
|
BB&T CORP |
2154 |
- |
2024-03-31 |
7,385 |
$368,000 |
4 |
|
Fort Point Capital Partners LLC |
247 |
- |
2024-03-31 |
6,345 |
$316,000 |
220 |
|
USAdvisors Wealth Management LLC |
111 |
- |
2024-03-31 |
6,218 |
$309,000 |
11 |
|
VisionPoint Advisory Group LLC |
147 |
- |
2024-03-31 |
5,903 |
$294,000 |
745 |
|
Signal Advisors Wealth LLC |
236 |
- |
2024-03-31 |
5,699 |
$284,000 |
3 |
|
MARIPAU WEALTH MANAGEMENT LLC |
93 |
- |
2024-03-31 |
5,699 |
$284,000 |
3 |
|
NWAM LLC |
495 |
- |
2024-03-31 |
4,765 |
$233,000 |
57 |
|
TD CAPITAL MANAGEMENT LLC |
118 |
- |
2024-03-31 |
3,054 |
$152,000 |
3 |
|
Parallel Advisors LLC |
987 |
- |
2024-03-31 |
2,922 |
$146,000 |
5 |
|
Farther Finance Advisors LLC |
845 |
- |
2024-03-31 |
2,648 |
$132,000 |
19 |
|
Smartleaf Asset Management LLC |
518 |
- |
2024-03-31 |
1,596 |
$73,000 |
412 |
|
Global Retirement Partners LLC |
1640 |
- |
2024-03-31 |
582 |
$29,000 |
21 |
|
|
43 Records found
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1
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